Odoo OpenERP 7 Tours & Travel Management

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Odoo OpenERP provides Tours & Travels Booking System which is perfect solution for small-to-medium-sized as well as large tour & travels operators. We have provided an integrated solution for Hotel, Transport and Services Booking with complete package. System records actions which are taken place in small to medium level of Tour & Travels management like customer enquiries, package booking, check availability, check in-check out, Payment details, cancellation policy etc. Agent Commission module integrated with Tour booking process which allow to manage agent commission.

We understand the demands of each user and focus on improved customer relations and service with Automated the process for user and commission based sales agent.

Features:-
Core modules incorporated in Tours & Travels Management vertical is as follows :

A) CRM :
1) Tour Wise Leads capturing
2) Provision to link Agent Name for each of the Lead
3) Agent Wise/ Direct Lead Generation report for a give period of time
4) Integration of CRM & Tour Booking process
5) Analyzed Lead captured to Lead closure details

B) Tours & Travel :
1) Multiple products and services - flights, hotels, dynamic packages, and more
2) Configuration of individual tour
3) Provision to List Day wise Tour Plan
4) Capturing details linked Destinations Covered, Hotels for Stay, Destination wise site seeing listing
5) Provision to Define Various services offered in a organised Tour
6) Book individual Tour Package
7) Check Availability

C) Hotel Booking :
1) Auto Generation of Hotel Booking Task Records based on the Tour Booking records
2) Easy monitoring on the completion of Hotel Booking record
3) Maintaining passenger details for hotel Room Booking
Provision to define Hotel Type, Room Type offered in a tour package
4) Generation of Customer & Supplier invoice based on the Hotel & Room Type selected.

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Odoo OpenERP 7 Tours & Travel Management

  1. 1. Pragmatic Techsoft Pvt. Ltd. OpenERP 7 Tours & Trvels Mangement Power Point Presentation
  2. 2. Brief about – Tours & travel Mgmt. Module Core modules incorporated in Tours & Travels Management vertical is as follows : 1) CRM : • Tour Wise Leads capturing • Provision to link Agent Name for each of the Lead • Agent Wise/ Direct Lead Generation report for a give period of time • Integration of CRM & Tour Booking process • Analyzed Lead captured to Lead closure details 2) Tours & Travel • Multiple products and services - flights, hotels, dynamic packages, and more • Configuration of individual tour • Provision to List Day wise Tour Plan • Capturing details linke Destinations Covered, Hotels for Stay, Destination wise site seeing listing • Provision to Define Various services offered in a organised Tour • Book individual Tour Package • Check Availability
  3. 3. Brief about – Tours & travel Mgmt. Module 3) Cont... Hotel Booking : • Auto Generation of Hotel Booking Task Records based on the Tour Booking records • Easy monitoring on the completion of Hotel Booking record • Maintaining passenger details for hotel Room Booking • Provision to define Hotel Type, Room Type offered in a tour package • Generation of Customer & Supplier invoice based on the Hotel & Room Type selected. 4) Transportation Booking • Provision to define Two Types of Transportation (Inbound, Outbound) • Linking of Transport Class from the the Travel Modes • Maintaining Transport booking details for each of the passenger in a booking referance. • Auto genration of Transport booking records from Tour Booking ID Referance • Generation of Supplier & Customer Invoices for the selected transport • Provision to maintain records against Tour Booking ID & Individual record for Hotel Booking Facility only
  4. 4. Brief about – Tours & travel Mgmt. Module 5) Cont... Pass Port Processing : • Linking of Passport Services with Tours & Travel Managment • Provision to define pricing policies for various types of Passports • Porvision to Link scanned documents provided by the customers for Passport Processing • Records can be filtered based on the various stages of each passport Processing task (I.e Draft, Confirmed, Verified, Submitted to Passort Office, Passport issued Etc) 6) VISA Processing • Linking of Visa Services with Tours & Travel Managment • Provision to define pricing policies for various types of VISA (Business Visa, Touriest Visa Etc) • Porvision to Link scanned documents provided by the customers for Visa Processing • Auto Creation saperate Visa Task for each passenger Based on the No. of Countries Involved in Tour for which customer has booked for • Auto genration of Expense Note/ Receipt note for the Expense/ Receipt of money for Visa & p[assport processing.
  5. 5. Brief about – Tours & travel Mgmt. Module 7) Cont... Custom Tour Planner • Custome Tour Planner to capure Customer preferances to create their own Tour Plan • Flexiblility to select distinct Destinations, Destinations wise sites, Prefered Hotel Type & Room Type etc. • Provision to create multiple Itienaries based Permutation Combinations of provided options by the customer • Provison to select Most favoured itienary to proceed with booking formalities • Detailed Itienary printing with enclosures of Hotel Booking, Transport Details, Cost inclusion, Cost Exclusion, Tour Program etc 8) Tour Costing • Computation of cost parameter involved in the Tour Configuraion • Cost bifurcation in multiple heads of Tour 9) Accounting • Accounting will act as an hub for all the monitory transaction at each module • Lists all the Customer & Supplier Invoices with status • Invoice printing rerport for the various services offered by the Tour & Travel Industry.
  6. 6. Brief about – Tours & travel Mgmt. Module Cont... 10) Agent Commission • Flexibility to define Commission for each tour • Auto computation of Total Commission to be paid for each Agent • Agent Invoices payment status • Categorisation of Agents based on Business Voume, Lead to Customer Ratio. ***
  7. 7. CRM Module : In User can Create a saperated category on the name of Tours offered to the customers in order to identify Tours specific leads. Similarly user can assign the mode of Lead received i.e (Direct Or through Agent). A provision for capturing an Agent Name If a Lead is received from and agent, This will help to generate a report “Agent wise Lead Generated” To grade our agents.
  8. 8. Customer Loyalty : In Customer Loyalty module user can create theit own marketing campaing for mass SMS. User can generate list of Customes, Leads, Opportunities based on the Tours they are interested in.
  9. 9. Customer Loyalty : Customer Loyalty module will enable use to send SMS to mass through system. User can create custom messages and can be sent to mass.
  10. 10. Tours & Travels Managment In Tours & Travel Managment user can defined various start dates for the same tour. Similarly user can define last booking date and payment due date. User can also define Total no. of seats & availsble no.of seats for each tour. Cost for Adult & Child can also be maintained in Tour Details Tab
  11. 11. Tours & Travels Managment Tour Program tab of Tours & Travel Managment allows user to capture day wise, destination wise tour Program with list of sites seeing. One can also mention the combination of breakfast, Lunch, Dinner to be offered to the passengers on various days.
  12. 12. Tours & Travels Managment Destination tab of Tours & Travel Managment allows user to list out various destinations covered under a particlular tour. This also mentions about the No. of Nights stay at various destinations. Similary, In order to take care of Visa Processing (for International Tour) system provides a check box to create Visa process ing tasks for individual. System will create saperate tasks for Visa Processing for the distinct counties listed in a tour.
  13. 13. Tours & Travels Managment Travel Details tab of Tours & Travel Managment allows user to list out Travel Plans with Journy lenghth in terms of KM. And Time to finish.
  14. 14. Hotel Reservation Hotel Reservation form will list out all the hotel reservation related tasks. User can list all the tasks based on the staus. i.e (Draft, Open, Done etc). System will create saperate record for each of pssenger for hotel booking at various destinations in which night stay is offered.
  15. 15. Hotel Reservation This form will carry a Tour booking referance to identify Hotel Booking Task Hotel Resertvaion Form Will capture the Details of Hotel, Room Type Required Expected Dayte of Check in & Check Out. This will compute Supplier Invoice & customer Invoice Amount based on the Room type selected. Similarly, this also captures the list of passengers those will be in Tour.
  16. 16. Visa & Passport Processing Visa Booking form will enable user to list all the Visa peperation tasks foreach of the passengers. System will create saperate Visa tasks eaquals to No. of Countries involved in a Tour program, for which the customer is booked for (Refer Green Block)
  17. 17. Visa & Passport Processing Details of Visa Processing form will enable user to attach various scanned documents provided by the customers for VISA/ Passport Processing. We acan maintain the various status aginst each task eg : Draft, Confimred , Veried From officer, Send to Visa office, Visa issued) Etc.
  18. 18. Custom Tour Creation Details of Visa Processing form will enable user to attach various scanned documents provided by the customers for VISA/ Passport Processing. We acan maintain the various status aginst each task eg : Draft, Confimred , Veried From officer, Send to Visa office, Visa issued) Etc.
  19. 19. Thank You
  20. 20. We have expertise in Open Sourse Softwares

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