Customer Information - change these by pressing the pen and paper icon in the top left corner and add or change the following customer fields:

Reseller Details - reseller name, outlet, and agent; press the EDIT ORDER button to make changes to the following fields:

Brief order summary - lists the source of the sale, how long ago the sale was made, order reference and the name of the seller or agent who made the sale (if available)

Product details - lists the product code and name, destination and tour operator (if any), the booking status, product type and question badge are listed below the product details

Travel Date - the day of the week, date, year, duration and start time of the tour

Tour Group - the name of the tour group the customer’s booking is assigned to

Tickets - the count of tickets by tier (ticket type)

Booking Reference - a unique 8-character alphanumeric string

Booking Total - the total price of the order

Cart - an itemised list of tickets, their quantity, promotions, purchase items and the total

Sign Waivers - sign or send waivers to customers

📒 NOTE

A booking cannot be redeemed before all associated waivers are signed.

Redeem - mark tickets as redeemed as well as:

Un-Redeem - changes such as changing booking tiers cannot be done on redeemed bookings. In those cases, press the Un-Redeem button, make the change and press the Redeem button.

Print Voucher - print a single voucher for the entire group or one for each person in the booking

Print Receipt - print a single receipt for the entire group or one for each person in the booking

Email Voucher - send the voucher to the customer via email

📗 TIP

The email address for this action can be different than the one provided by the customer at checkout.

Download Waivers - download a PDF file of all signed waivers associated with the booking

Send Waiver Form - send the waiver form to the customer’s email address

📒 NOTE

An email address must be entered in the customer details.

Reset Waivers - invalidate individual or all signed waivers

Add Task - associate a task with the booking

No Show - mark the booking as no-show when the customer does not show up for the tour

Make Changes - change the booking; pressing this button will take you to the booking form where you can change the booked product, tour dates and times, number and type of tickets

📒 NOTE

Be mindful of the price difference a change can cause. You may need to collect a balance due or pay back any overcharge.

Rebook - upgrade the booking; pressing this button will take you to the booking form where you can upgrade the booked product, options, tour dates and times, number and type of tickets; the original booking will be marked 'Upgraded' and a new booking with the upgraded product will be created, retaining the customer's information,

Cancel Booking - cancel the booking either at the customer’s request or due to other reasons which can be stated in the cancelation form; a canceled booking will be removed from the reseller’s invoice unless you tick the ‘Adjust invoice amount’ checkbox, which will compensate the reseller for the canceled booking

SMS Voucher - send the voucher to the customer’s phone number

Send Campaign - send out a Mailjet, Postmark or Twilio campaign

View Shift - view the details of the seller’s shift during which the booking was made

Debug Rates - in case rates on the booking do not seem correct, use the debug tool to help discover the issue

Download Reseller Voucher - download a PDF file of a scanned voucher used to pay for the tour

Invoices - automatically generated reseller and operator invoices are accessible from here

Guides - lists the guide(s) for this tour added in the manifest

Pickup - if a pickup was requested, the pickup name, locations, time are displayed here, you can additionally include notes pertaining to the pickup

Hotel - if a hotel was added during the booking, it will be listed here

Public Notes - add public notes such as dietary restrictions on behalf of the customer

Private Notes - add private internal notes

Questions & Answers - if the booking included any questions, the answers to them as entered during booking will appear here

Booking Total - the total price of the booking

Cost Rate - the operating cost of the purchased product

Wholesale - the wholesale price of the purchased product

Commission - the reseller’s cut from the sale

Receivable - the amount that you make from the sale or owe; a positive amount means that a reseller owes you and a negative amount means that you are meant to pay the reseller

Margin - the amount of your clean earnings; the formula is as follows: margin = total - cost - commission - payment_fees - net_tax

NEW BOOKING - make a new booking; this booking is not associated with the booking where the sale was made from

NEW UPGRADE - this action is currently not available

NEW PURCHASE - purchase a new item; this purchase is associated with the booking where the sale was made from. You can CANCEL or UPDATE the purchase at a later date.

NEW GIFT - purchase a gift card; this purchase is associated with the booking where the sale was made from. You can print or email the gift card; Make Changes or Cancel Gift at a later date.

Order Total - the total amount the customer is required to pay for the order

Total Paid - the amount the customer paid for the order; this can be a single payment or a combination of types of payments, for example, cash + voucher

Total Refunded - the total amount returned to the customer, for example, if the customer paid more than the price of the order, or when the order was cancelled

Balance Due / Overcharged By - the amount the customer is required to pay or the amount the customer is owed, respectively

Amount - the amount of the transaction

Action - indicates the direction of the transaction, for example, it may state a payment (by the customer) or a refund (by your operation), and the source of the transaction, for example, Backoffice or Direct API

Date - date and time of the transaction

Sold By - the name of the seller or reseller who performed the transaction

Notes - any notes added by the seller or reseller

ADD PAYMENT - if a payment has not been recorded in Ventrata for some reason but has been completed offline or online, press the ADD PAYMENT button with an explanation

PERFORM REFUND - refund a payment; you can choose to refund the entire order or only part of it by entering the amount in the ‘Amount’ field or by pressing the SET AMOUNT button by selecting specific item(s) for which tickets were returned or cancelled

PRINT RECEIPT - if you have a printer attached, you can print the order receipt

PRINT INVOICE - view, download and print invoices and statements

EMAIL RECEIPT - send the receipt to the customer’s email address; if the ‘Customer Email’ field has been entered at checkout, the address will show up in the address field, or you can enter it manually before sending the receipt

PRINT ORDER - view or download the booking detail in PDF format and print; the printed document is a print representation of the booking detail, including logs at the bottom of the booking detail

Add comment + ATTACHMENT - add a comment and upload attachments pertaining to the order; any content added here will be appended to the User Comments tab (and All Logs tab) at the bottom of the booking detail; you can EDIT or DELETE comments and attachments at any time.