You are working at the front desk and notice duplicates in the agent relation profiles. The merge agent functionality allows you to merge profiles together in one agent profile.
To merge an agent
- From the home page, do one of the following to open the seek page:
Press CTRL+T on your keyboard.
Click Relation in the top bar, select Agent and then Agent.
-
Modify the fields as appropriate.
Agent seek details Trav name
Enter the agency name.
Street
Enter the address.
Zip code
Enter the zip code.
City
Enter the city of the agent.
Country
Enter the country of the agent.
Bank account
Enter the bank account name.
A/R number
Enter the accounts receivable number of the agent.
A/P number
Enter the accounts payable number of the agent.
IATA code
Enter the IATA code.
Trav number
Enter the agent profile number.
VAT number
Enter the VAT number of the agent.
-
Click Confirm (
). The Browse agent page displays. - Do one of the following to display the agent profile.
Select the appropriate agent and click Confirm (
).Double-click the appropriate agent.
-
Click the Merge agent (
) icon in the agent profile. The Agent seek page displays again.Seek for the duplicate agent profile you want to keep.
-
Click Confirm (
). The Browse agent page displays with the searched information. - Do one of the following to select the agent profile:
Select the appropriate agent and click Confirm (
).Double-click the appropriate agent.
-
A PMS message displays asking if you want to merge the agent.
-
Do one of the following:
-
Click Yes to merge the agent.
-
Click No to discard your changes.
-
-
Once confirmed, the agent profiles are merged together.
Merging profiles is irreversible.
Add A/R number in agent profile
What's next?
How to view the agent profile