System Settings Overview

The System Settings screen is designed to provide users with the ability to manage and update their system's global settings all in one location.  This screen, available in both Softrip NEXT and SoftripOnline, allows users to create and manage their deposit and final payment booking rules, add their mail server settings, view and update system codes, manage required passenger fields for the Reservations System, and more. 

To access this screen, select "System Settings" from the Security Subsystem.  

Navigating System Settings

Once the System Settings screen is accessed, all of the available global settings and rules can be expanded and updated by selecting the menu options on the left hand side of the screen. 

The below outlines the settings available.

• System Settings

  • Mail Server

  • Report Server

  • File Storage

  • Security

  • Cache Timeouts

  • Two-Factor Authentication

  • Archive

  • Credit Card API

  • All Defaults

• Operation Settings

  • Supplier Messages

  • Yield

  • Vendor Direct

• Product Settings

  • Service Defaults

  • Pricing Profile Defaults

  • Brands

  • Markets

• Reservation Settings

  • Required Fields for Contacts or Passengers

  • Air and PNR Creation

  • Name Change Memos

• Marketing Settings

  • General CRM

• Groups Settings

  • Groups Defaults

• Accounting Settings

  • General Accounting

  • Month End

• System Rules

  • Invoice

  • Documents

  • Quote Letter

  • Deposit and Final Payment Details

  • Insurance

  • Groups Statement 

• System Codes

• City Codes 

Highlighting System Settings

The below will highlight some of the system settings that are available on the screen to provide users with a better understanding of some of the use cases and functions available.  

Mail Server Setting 

This setting allows users to set up their mail servers which supports the ability to send emails from the Softrip application.  For more information, review the mail server settings article.  

Open

Operation Settings

The Operation Settings allows users to customize text that will display when messages are sent through the Operation Messages screen.  This is a good example of how some settings available will provide users with the opportunity apply default text to their templates.  

Reservation Settings

Under Reservation Settings, users can choose the information that is required to collect in the Reservations System.    

Rules

Users can add default text to their booking rules under system settings.  This includes the default text that will display on the following documents:

• Invoices

• Documents

• Group statement

• Quote letter 

Users also have the opportunity to add the default deposit date, final payment date, and deposit amounts in this screen. 

There is default data that exists in each of these booking rules.  The default text on these booking rules will display on the invoices and documents, but will direct users which booking rule the text is under.  If users do not want to use the booking rule, delete the text in the rule.  If users want to use these rules, then simply edit the rule with the appropriate text.  

Example of adding default text

Example of the deposit amount due