Offers

Overview

The Offers page provides an overview of all customer offers created in the system. Each offer represents a proposed travel package that can be sent to a customer, followed up, or converted into a confirmed booking.

The page allows users to:

• Filter, view, and manage existing offers

• Track offer status and follow-up actions

• Create new offers

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Purpose

To provide a flexible and organized view of all travel-related offers, allowing:

• Fast retrieval based on customer or travel data.

• Status tracking and follow-up scheduling.

• Internal collaboration via offer comments and updates.

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Preconditions

• User must have access to the Offers module in Tourpaq Office.

• Offers must be created either manually by an agent or through integrated customer interactions.

• Customer and travel data should be available in the system for accurate filtering.

Filters and Search Fields

Field	Description
First name / Last name	Search for offers by the customer’s first and/or last name.
Email	Filter offers by the customer’s email address.
Created period (From / To)	Define a date range to display offers created within a specific time period.
Status	Filters by offer status (e.g., Unsent, Available, Expired, Sold, Closed).
Close reason	Filters offer based on why they were closed
Follow-up start date / Follow-up end date	Filters offer based on the follow-up period scheduled for the customer.
Customer type	Filters based on customer type (e.g., Customer, None, Ofertee).
Offer no	Search for a specific offer using its unique Offer Number.
Departure date / Arrival date	Filters offers according to the travel dates proposed in the offer.
Create user	Filters by the user who created the offer.
Hotel	Filters offers by hotel name included in the proposal.
Display names	Toggles between showing internal system names.
Display / Clear	Display applies the selected filters, while Clear resets all filters to show all results.
More filters	Expands additional filtering options for detailed search.

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Main Table Columns

Column	Description
Offer No	Unique identifier automatically generated for each offer. Clickable to open the offer details.
Brand	Indicates the brand under which the offer was created (e.g., Tourpaq DK).
Type	Defines who the offer is made for — usually Customer or Offertee.
Customer/Offeree	Displays the name of the customer or contact person receiving the offer.
Create User	The system user who created the offer.
Create Date	The date the offer was initially created.
Update User	The last user who modified the offer.
Update Date	The last date the offer was updated.
Follow-up Date	The scheduled date for the next follow-up with the customer.
Status	Current status of the offer. Common values: Unsent: Offer was created but not yet sent to the customer. Expired: Offer validity period has ended. Sold: Offer has been accepted and converted into a booking.
Status Details	Additional notes on the offer’s state, such as Not sent to customer or Expired on [date]. |
Internal Comment	Free-text field for internal notes visible only to office users.
🗑️ (Delete icon)	Deletes the selected offer from the list (if user permissions allow)

Actions

Action	Description
Create	Opens the “New Offer” form where users can define travel details, customer information, and pricing.
Offers / Statistics toggle	Switch between the list of offers and aggregated statistics (e.g., number of offers sent, conversion rates).

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Typical Workflow

1. Create a new offer.

2. Send it to the customer.

3. Follow up using the scheduled follow-up date.

4. If accepted, convert the offer to a booking (status becomes Sold).