Create new offer

📌 Overview

The Customer Offer feature allows agents to build personalized travel offers for customers or prospects. Offers can be created directly from the Office Management module or while initiating a New Booking. They can include custom transport and hotel selections, upsell items, flexible passenger configurations, and tailored communication.

🎯 Purpose

• To generate customized travel proposals for potential or existing customers.

• To provide agents with a centralized view for selecting, editing, and reviewing offers.

• To facilitate sending proposals via email and track offer status.

The offer can be sent to an existing customer or to someone that doesn't yet exist in the system. We call this person an offeree or a potential customer. Mandatory info is their email address and first name.

• You can choose to search charter trips

• We select the number of adults and the number of children, also mentioning their ages

• Then we select the departure airport

• the arrival airport, we can also narrow down by resort or hotel

• We can select a particular date or interval if needed and travel length if needed.

• We can now search In the results area, we can filter by specific transports and by hotels. If we select a particular transport, then the hotel room results are getting filtered.

Once a proposal is selected Relevant upsale proposals are presented. You can include them in the basket, increasing the offer total, or propose them as optional upgrades. You can include them in the basket, increasing the offer total, or propose them as optional upgrades. This Golfbag product can be selected and added in the basket And this meal flight product can be proposed as an optional upgrade without increasing the offer's total amount. Once the upsales are decided we need to update the price and save this offer in the basket

🧭 Instructions

Step 1: Accessing the Offer Builder

• Option A: Go to Office Management → New Offer.

• Option B: Start a New Booking, then use the Select Offer popup to launch the Offer Builder.

Step 2: Define Offeree (Customer)

• Mandatory fields:

  • First Name

  • Email address

• The offer can be created for:

  • Existing customer (searchable in the system)

  • New potential customer ("offeree") not yet in the database

Step 3: Define Search Criteria

• Trip Type: Choose charter trips

• Passengers:

  • Number of adults

  • Number of children with age details

• Travel Parameters:

  • Departure Airport

  • Arrival Airport (resort or hotel filtering optional)

  • Dates: Exact or interval

  • Length of stay: Optional

Step 4: Search & Select Offer

• Use the search button to list matching options

• Filter results by:

  • Transport

  • Hotel

• Note: Selecting a transport filters the available hotel room options

In this section, we can review the total basket amount and the details of the selected offer, including hotel, travel dates, duration, passenger structure, and pricing breakdown. The “Price specification” area clearly lists the individual cost components, such as prices for adults and children, any applied discounts (e.g., Ekstra sengers rabatter), and the final total price.

Each offer can display a custom explanatory text in the “Offer Comments” field, where additional information can be added using the rich text editor. This allows for enhanced communication with the customer regarding the specifics of the offer.

From here, users can:

• Search for offers with different dates or departure locations

• Modify passenger configuration, such as adding infants or changing the age distribution

• Show or hide offer details for a clearer overview when managing multiple offers

This flexible view supports both sales and customer service workflows by ensuring all relevant details are visible and editable in one place.

Step 5: Add Upsales (Optional)

For the selected proposal, relevant upsell items are suggested:

• Include in basket: Immediately increases total offer price

• Propose as optional upgrade: Suggested but not included in base price

  • Example:

    • Golfbag → included in basket

    • Meal Flight → optional upgrade

Click Update Price to reflect selections.

Step 9: Send Offer to Customer

• Review email content (hotel, resort, trip summary, total amount)

• If self-booking is allowed, a Booking Button will appear in the email

• Send the offer ✅ Success confirmation will appear 📧 The email sent date will be logged in the system

🔄 Post-Sending Options

From the Offer Overview:

• Search offers by departure or date

• Edit passenger configuration

• Toggle visibility of offer details

• Track customer interactions and responses

The offer is being sent now to the customer's email.

After the success confirmation, an email sent date is visible for the offer.

💡 Best Practices

• Always double-check passenger age before pricing

• Use optional upsells to increase value and personalization

• Add clear, personalized messages in the Offer Comments

• Save multiple offers under one proposal for flexibility