Offers

Overview

The Offers page is a central hub for managing both offer proposals and incoming customer travel requests. It enables sales and support staff to efficiently track, organize, and act upon offers based on various filtering and status criteria.

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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.

Search Filters

The filter panel allows users to refine the view using multiple criteria:

Filter Field	Description
First Name / Last Name / Email	Search for offers associated with specific customer data.
Status	Filter offers based on lifecycle state (e.g., Available, Unsent, Closed).
Close Reason	Choose from predefined reasons why an offer was closed.
Follow-up Start/End Date	Search offers with follow-up actions within a date range.
Customer Type	Identify offers by the type of customer (e.g., New, Returning).
Offer No.	Locate a specific offer using its unique ID.
Departure Date / Arrival / Hotel	Search offers based on planned trip details.

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Offers Table

Displays a real-time list of all offers matching selected filters. Each row contains:

Field	Description
Offer No.	Unique identifier for the offer.
Brand	Tour company or brand managing the offer.
Type	Indicates whether it’s a customer request or offer proposal.
Customer / Offeree	Name of the customer the offer is addressed to.
Create User	The system user who created the offer.
Create Date	Date and time the offer was initially saved.
Update User	The user who last modified the offer.
Update Date	Date and time of the last update.
Follow-up Date	When a follow-up should occur.
Status	Current state of the offer (e.g., Available, Not Sent).
Status Details	Additional information such as “Available until DD.MM.YYYY.”
Internal Comment	Internal notes for tracking offer reasoning or next steps.

Related Workflows

Workflow	Description
Creating a New Offer	Navigate to the Offer menu > Click "Create Offer" > Fill in customer and travel data.
Follow-Up Management	Set or adjust follow-up dates directly from the offer or the table view.
Sending Offers to Customers	Offers marked as “Not Sent” can be sent via email directly from the Offer view.
Closing an Offer	Select a close reason and status manually when an offer is no longer active.
Offer Conversion	Convert an active offer into a booking once accepted by the customer.