Embedded Files
2.1. General
2.1. General
Account Information:
- Login name - corresponds to account name when client logins into the website.
- Company name - official company name that will be displayed on the system documents.
- Account status - if the account is Enabled, the account is active. If account is Disabled the account is not active and will not be able to place bookings.
- Account type:
- Agency - if account is setup as agency, account will be able to change markup during booking process (under "Update customer price/markup" on booking page)
- Corporate - corporate accounts can only view "client price" during the booking process. Corporate accounts do not have an option to change the markup by using change customer markup tool.
- B2C - only for B2C accounts
- External Provider:
- YES - put Yes if account is an external provider. This setting is to be used only by Innstant staff.
- NO - put No if account is not an external provider
- Show Providers:
- Enable - display providers names. This option is available only for accounts with direct provider connection.
- Disable - accounts will not see the provider names
- Display Currency:
- Account currencies - currency will be displayed based on the currency set under "Default currency" settings (Billing tab)
- Selected currencies - currency will be displayed based on the currency that agents selects from the drop down menu
- Location currencies - if local currency is selected from currency drop down menu, the rates on the web site will be displayed in the local country currency
- Parent account is providing support - if this settings is selected, the parent (owner) account is responsible for providing support for the client. If the field is not selected, Innstant Travel Customer Service may contact the client directly in relation to support queries.
*Please note that fields marked as Required are mandatory fields.
Account Logo - ability to upload account logo which will be displayed on the Voucher
- Show logo on voucher - if enabled, logo will appear on the voucher and if disabled logo will not show on the voucher. Please note that If there is no custom logo uploaded under the account then whitelabel default logo will be used.
- Upload account logo - to upload logo click on "Open uploader" button. A pop-up screen will appear "Upload your file" --> drag your file or click inside the box to upload the logo. Logo size should be 267x78 px. When logo uploads you can close the pop-up window.
Account Contacts:
- Alerts name - define name where system alerts notifications are sent
- Alerts email - define email address where system alerts notifications are sent
- Reservations name - define the main contact person for reservations handling
- Reservations email - define the email address where Voucher, Sales Order and Invoice documents are sent
- Statements name - define name of the main contact person in Accounting Department
- Statements email - define statement email address where payment demands / statements and account balance are sent
Initial Relations:
Setting initial relations between you and your sub-account (check the box where applies):
- Set "xyz" account as an Owner of the new account
- Set "xyz" account as a Paying of the new account - the selected parent account is responsible for paying the reservations made by the sub-account in the system. This setting should be used carefully and only after checking the setting with your account manager.
- Set "xyz" account as a Processing of the new account - if marked, owner account will be responsible for processing
- Set "xyz" account as a Billing of the new account - account that is defined as a "Billing" will be issuing accounting documents for the set Account. If no "Billing" is configured, the accounting documents will be issued from Innstant.
- Set "xyz" account as an Affiliate of the new account
- Set "xyz" account as a Provider of the new account - if checked account will show as a provider for the newly created account
*By default the system will mark Owner, Billing and Provider relations
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