Quick Booking Entry Without Building a Trip (Standalone Commission Tracker)
M
Merlot Bandicoot
As an agency owner, I frequently need to track a standalone commission. Having to build a trip just to add a line for the commission is cumbersome and clutters my Trip dashboard. Digging into the Manual Entry Option on the Commission Dashboard is also a pain and not streamlined at all.
I would love to have an option to manually enter data (or drag and drop a booking) directly into the commission tracker without having to go through the process of building a Trip. The basic information most of us need for this is:
Client's Name
Dates of Travel
Supplier
Confirmation Number
Gross Booking Amount
Anticipated Commission
Agent's Name (as an owner, it may be someone without TERN access)
Date Commission Anticipated
This would then feature into our agency's overall sales and back office needs. This would help with agency-wide historical booking imports and commission reconciliation.
This way we can track a commission due the agency without having additional clutter on our dashboards. The manual entry (or drag and drop option) would significantly streamline this for us.
M
Many Prawn
This would really be great. There are occasions when something needs to be tracked without it being a trip. An example for us is annual insurance policies. Making that into a trip is a bit excessive just for a payment unrelated to a trip. I think this is something to consider not only for agencies however. Molly Johnson
Canny AI
Merged in a post:
Add sales without creating a trip
O
Olive drab Cricket
I want to add sales directly without having to create a trip. Currently, I have to create a trip to log service fees or payments, which is not ideal as it affects the commission reconciliation dashboard. It would be great to have a feature that allows adding sales directly to the reporting dashboard without creating a trip.
W
Working Wren
This would be fantastic! I have some clients that only need help with tours (Viator, project expedition, etc) or some choose to book their own tours using my dedicated link.
A
Above Chicken
Agree I know Tern thinks wholistically about how the whole system works together , but often I just need the car part, not the whole car .
A
Autonomous Echidna
I'm on board with this!! I have resorted to just adding an adjustment to the statement indicating the reservation number and details there, however, this is not how I would like to continue.
E
Emerald Alpaca
This would be great for insuance annual policies and car rentals with other booking.
M
Many Prawn
Emerald Alpaca exactly!