Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Intro

These rule areas offer businesses the flexibility to customize various components of the standard Softrip Document, including acceptance and agreement statements, introductory and cover letter text, and terms and conditions, ensuring clarity, professionalism, and alignment with the specific needs and preferences of the group.

Invoice Document

These rule areas pertain to various aspects of invoice document generation and content display within the Softrip system. Let's elaborate on each of them:

  • INV-11MTHAIR: This rule area contains text to alert users when an air reservation is made for a date that is 11 months or more in the future. It serves as a reminder to review and confirm the reservation closer to the travel date.

  • INV-ADDR: This rule area allows businesses to input and customize the address information that appears on their invoices. It typically includes the company's name, address, contact details, and other relevant information.

  • INV-ADVISORY: This rule area contains text that is displayed on invoices to communicate additional advisories or important information to clients. It could include details about travel advisories, special conditions, or other relevant notices.

  • INV-AGREE: Here, businesses can define the passenger agreement sections that include information related to credit card payments. It ensures that passengers are aware of and agree to the payment terms outlined in the invoice.

  • INV-AGREE_HEADER: This rule area allows customization of the header text displayed on the passenger agreement page of the invoice. It may include greetings, branding elements, or other introductory information.

  • INV-AIR: This rule area provides space for additional text specific to reservations that include air travel. It could include details about flight information, baggage policies, or other relevant air-related information.

  • INV-AIRLINES: Businesses can input text here to communicate any specific restrictions or requirements associated with particular airlines. This ensures that passengers are informed of any airline-specific policies or regulations.

  • INV-CCFORM_FOOTER: This rule area contains customizable footer text for credit card authorization forms included in the invoice. It may include instructions, disclaimers, or other relevant information regarding credit card payments.

  • INV-COVER: Here, businesses can customize the text for the cover letter included with the invoice. It may include greetings, introductory messages, or other pertinent information to accompany the invoice.

  • INV-IPAIR: This rule area allows businesses to input specific notes or instructions for packages that include instant purchase airfare. It may include details about ticketing deadlines, fare rules, or other pertinent information related to instant purchase airfare options.

  • INV-LAND: Here, businesses can define warning text to be displayed on invoices for reservations that include land-only services. It serves as a reminder to clients that the reservation does not include airfare and may require separate arrangements for transportation.

  • INV-LINKTERMS: This rule area specifies the link to the terms and conditions that will be included in group letters or invoices. It ensures that clients have access to and can review the terms and conditions associated with their bookings.

  • INV-LOGO (Invoice Document - Logo URL for brand): Businesses can input the URL for their brand logo in this rule area. It allows for branding customization on invoices, enhancing professionalism and brand recognition.

  • INV-ONREQ: This rule area contains text to indicate when reservations include services that are still on request and not yet confirmed. It serves as a notification to clients about the status of their booking and the need for confirmation.

  • INV-ONREQOPTION: Here, businesses can input warning text to be displayed on invoices for option bookings. It alerts clients that their booking is in an option status and requires confirmation within a specified timeframe.

  • INV-PAXAGREE: This rule area allows businesses to define the clauses or terms included in the passenger agreement section of the invoice. It ensures that passengers are aware of and agree to the terms and conditions associated with their bookings.

  • INV-PAYOPTS: Businesses can customize the text displayed on the payment options page of the invoice in this rule area. It may include instructions, accepted payment methods, or other relevant information for clients to complete their payments.

  • INV-PAYOPTS_HEADER: This rule area allows customization of the header paragraph text displayed on the payment options page of the invoice. It may include greetings, introductory messages, or other pertinent information related to payment options.

  • INV-PENDINGPAY: Here, businesses can input text to notify clients when their reservations have pending payments. It serves as a reminder to clients to complete their payments to finalize their bookings.

  • INV-QUOTETEXT: This rule area contains text to be displayed on invoices for reservations with an Option status. It may include information about the option status and instructions for confirming the booking.

  • INV-TERMS (Invoice Document - Terms and Conditions text): Businesses can input the terms and conditions text to be displayed on invoices in this rule area. It ensures that clients have access to and can review the terms and conditions associated with their bookings.

  • INV-TERMS-QUOTEDEFAULT: This rule area specifies the default terms and conditions text to be included in quote letters. It ensures consistency in communicating terms and conditions to clients during the quoting process.

  • INV-TERMSFULL: Here, businesses can input the full text of the terms and conditions to be displayed on invoices. It provides clients with comprehensive information about the terms and conditions associated with their bookings.

  • INV-TERMSLINK: This rule area specifies the link to the terms and conditions that will be included on invoices or displayed on the web. It ensures easy access for clients to review the terms and conditions associated with their bookings.

  • INV-VISAS: Here, businesses can input text to communicate visa rules and requirements for reservations to destinations that require visas. It ensures that clients are informed about the visa requirements associated with their bookings.

  • INV-VISASFULL (Full Visa Rules, displayed on the web): This rule area contains the full visa rules and requirements to be displayed on the web. It provides clients with comprehensive information about visa requirements for their destinations.

These rule areas offer businesses the flexibility to customize invoice content, terms and conditions, and communication to meet their specific needs and ensure clarity, compliance, and professionalism in their dealings with clients.

These rule areas provide businesses with the flexibility to tailor invoice content and communication to their specific needs, ensuring clarity, compliance, and professionalism in their dealings with clients.

Travel Documents

These rule areas pertain to various aspects of Travel document generation and content display within the Softrip system. Let's elaborate on each of them:

  • DOC-COVER (TravelDocuments Document - Cover Letter text): This rule area allows businesses to input custom cover letter text that will be included in travel documents. It provides an opportunity to personalize the cover letter with greetings, important information, or branding elements to accompany the travel documents.

  • DOC-COVER-GROUPS (Cover Letter for Groups eDocuments): Businesses can customize the cover letter specifically for group travel documents in this rule area. It enables tailored messaging or instructions relevant to group bookings, enhancing communication and organization for group travel arrangements.

  • DOC-DAILYITIN_FOOTER (TravelDocuments Document - Footer text for the Daily Itinerary page): This rule area allows businesses to input footer text to be displayed on the daily itinerary page of travel documents. It may include disclaimers, contact information, or other relevant details to complement the itinerary content.

  • DOC-DAILYITIN_HEADER (TravelDocuments Document - Header text for the Daily Itinerary page): Here, businesses can customize the header text for the daily itinerary page of travel documents. It provides an opportunity to include greetings, branding elements, or other introductory information specific to the daily itinerary.

  • DOC-FLIGHTITIN_HEADER (TravelDocuments Document - Header text for the Flight Itinerary page): This rule area allows customization of the header text for the flight itinerary page of travel documents. It enables businesses to include personalized messages or instructions tailored to the flight itinerary content.

  • DOC-FOOTERLOGO (TravelDocuments Document - URL for the Footer Logo): Businesses can input the URL for their logo to be displayed in the footer section of travel documents in this rule area. It ensures branding consistency and enhances professionalism in travel document presentation.

  • DOC-INCLUDE (TravelDocuments Document - "Summary" text for page one): Here, businesses can input summary text to be displayed on the first page of travel documents. It provides an overview of the document content or highlights key information for the traveler's reference.

  • DOC-INCLUDE-GROUPS (What Groups eDocs include - "Summary" of Groups eDocs): This rule area specifies the summary of group eDocuments to be included in travel documents. It enables businesses to outline the contents or purpose of group eDocuments for clarity and organization in group travel arrangements.

  • DOC-LOGO (TravelDocuments Document - URL for the Logo): Similar to the footer logo rule area, this rule area allows businesses to input the URL for their logo to be displayed in travel documents. It ensures consistent branding and enhances the professional presentation of travel documents.

  • DOC-TICKETS_HEADER (TravelDocuments Documents - Header text for the Air Ticket Confirmation page): Businesses can customize the header text for the air ticket confirmation page of travel documents in this rule area. It allows for personalized messages or instructions specific to the ticket confirmation content.

  • DOC-VOUCHERCOVER (TravelDocuments Document - Cover Letter text for the Vouchers. When entered will produce a cover letter page before the Vouchers begin): This rule area allows businesses to input custom cover letter text specifically for vouchers included in travel documents. It enables businesses to provide additional information or instructions before the voucher section, enhancing clarity and organization for travelers.

These rule areas offer businesses the flexibility to customize various aspects of their travel documents, including cover letters, header and footer content, and summary text, to meet their specific needs and ensure clarity, professionalism, and branding consistency in their travel document presentation.

Group Quote Letter

These rule areas pertain to various aspects of Travel document generation and content display within the Softrip system. Let's elaborate on each of them:

  • QUOTE-ACCEPT (Quote Letter Document (for Groups) - Acceptance Statement text): In this rule area, businesses can input the acceptance statement text for group quote letters. It typically includes language indicating acceptance of the quoted terms and conditions, confirming agreement to proceed with the proposed arrangements.

  • QUOTE-AGREE (Quote Letter Document (for Groups) - Agreement Statement text): This rule area allows customization of the agreement statement text for group quote letters. It may contain statements clarifying the terms of agreement between the business and the group, outlining responsibilities, obligations, and expectations.

  • QUOTE-CONTACT (Quote Letter Document (for Groups) - Introduction Paragraph text): Here, businesses can input introductory paragraph text for group quote letters. It serves as the opening statement, welcoming the recipient and providing initial context or information about the quote being provided.

  • QUOTE-INCLUDED (Quote Letter Document (for Groups) - Acceptance Statement text QUOTE-INCLUDED): This rule area specifies the acceptance statement text for included items in group quote letters. It clarifies the recipient's acknowledgment and agreement to the inclusions outlined in the quote.

  • QUOTE-INTRO (Quote Letter Document (for Groups) - Intro/Cover letter text): In this rule area, businesses can customize the introductory or cover letter text for group quote letters. It offers an opportunity to provide additional context, personalize the message, or highlight key points relevant to the group's needs or interests.

  • QUOTE-TERMS (Quote Letter Document (for Groups) - Terms and Conditions): Businesses can input the terms and conditions for group quote letters in this rule area. It ensures that recipients are informed of the terms governing the quoted arrangements, including payment terms, cancellation policies, and other relevant details.

  • QUOTEAIR-TERMS (Quote Letter Document (for Groups) - Terms and Conditions for Group Air Reservations): This rule area specifically addresses the terms and conditions applicable to group air reservations in quote letters. It provides clarity on airfare-related policies, such as ticketing deadlines, change fees, and baggage allowances, tailored to group bookings.

These rule areas offer businesses the flexibility to customize various components of their group quote letters, including acceptance and agreement statements, introductory and cover letter text, and terms and conditions, ensuring clarity, professionalism, and alignment with the specific needs and preferences of the group.

Disclaimer

It's important to note that if your documents are not the standard out-of-the-box format provided by Softrip, some of these rules may not be applicable or may require customization to integrate seamlessly with your specific document layout.

Conditional Adjustments (Filters)

With Softrip, businesses can apply filters to the above-mentioned rules based on specific criteria such as product codes. This functionality enables businesses to customize the content and formatting of their documents according to different product offerings, ensuring accuracy and consistency in invoice presentation across various reservation types.

image-20240329-183137.png

How to Create the Rule and Filters

  • + to Create a New Rule

  • Type in the Rule Area Name

  • Rule Type = Display

  • Enter in Rule Text as desired

  • Apply the Filters based on your business requirements.

Rule HTML Editor and Filters.gif

  • No labels