Travel ERP

From quotation to booking: a practical travel-agency workflow

Keep an optional quotation, traveler records, service delivery and financial posting connected without duplicating work.

Start with the customer

Confirm who is buying, who is traveling and which staff member owns the relationship. Record a useful customer reference. A lead can help track early enquiries, but neither a lead nor a quotation should be required for every direct booking.

Use a quotation when it helps

A quotation explains the proposed services, price and conditions before commitment. Keep traveler passport collection for the booking stage rather than requesting sensitive documents too early. Check dates, currency, inclusions and validity with the customer.

Build the booking around the journey

Choose a package when it genuinely matches the request; use tailor-made services for a custom itinerary. Add travelers and then service lines. A flight connection belongs in the itinerary as consecutive segments, while separate hotel stays need their own dates and occupancy details.

Separate delivery from pricing

Confirm suppliers, references and operational deadlines before reviewing commercial totals. Cost, selling value, discount, tax and exchange rates need a final review rather than being scattered through the consultant's operational work.

Review posting and later corrections

Check customer, supplier, services, amounts and currency before issuing financial documents. When a booking changes, review the resulting invoice revision and history instead of losing the earlier evidence. Record receipts and payments in the appropriate finance workflow.

A practical final check

Ask: is the correct customer selected, is every traveler accounted for, do dates connect, are suppliers confirmed, and do the document totals match the agreed sale? YASTRAV connects these records, but staff review still matters for an accurate booking.

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