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Sales Portal: Overview

Sales portals (also known as Concierge portals) are a comfortable way to sell your products in Concierge mode from the web.

When set up, you and your partners can do business in separate spaces connected to the same resource - the Ventrata dashboard.

📒 NOTE

For optimal user experience, please use the latest version of your browser. If you experience any issues while using the portal, please reach out using the chat icon in the bottom right corner of the screen.


Navigation

The page can be navigated through the top nav bar and selectors, which consist of the following items:

📒 NOTE
Depending on the access level of your account, you may not see all of the items listed below.

Overview


Products

View and select products created in the Ventrata dashboard.

📗 TIP

If you set up destinations in the Ventrata dashboard, you will be redirected to the destination selector first. Once you pick the destination, a list of products assigned to the destination is displayed.

When making a booking, you can begin by selecting a product from the Product Board.​


Bookings

Review bookings and tickets made using the portal.

📒 NOTE

By default, the Bookings and Tickets tables display only sales made by the agent. By enabling the 'See All Bookings' agent permission or making the agent an Admin, they can see every booking made by all agents of the reseller.

You can also perform a number of actions on this page:

  • search for a booking or ticket using the search bar on the far left

  • save and manage past searches using the Saved Searches button

  • when a column has been sorted using the up or down arrow, the Reset All Filters button appears, which resets all columns to their default state

  • customise your view by adding or removing columns using the Show Columns button

  • export data in your view in CSV, Excel or SQL format using the Export button

  • build a reporting tool with the Generate Report button; you can also print or download reports in Excel or CSV format

Booking


Permission-Based Navigation

Agents

View and manage reseller agents.

Prerequisites:

  • The agent must have the 'Manage Agent Accounts' permission or be an Admin.

📗 TIP

Read our article about Agents to learn more.

Agents


Topups

View and manage topups.

Prerequisites:

📗 TIP
Read our article how to Topups to learn more.

Topups


Voucher Offers

View and purchase vouchers in bulk.

Prerequisites:

  • 'Allow Topups' is enabled in the reseller settings.

  • The agent has the 'Manage Topups' permission.

  • Voucher offers with tiered pricing are created in the Dashboard.

📗 TIP

Read our article about Voucher Offers to learn more.

Voucher Offers


New Order

Create a new booking, retail purchase or gift card.

📗 TIP
Read our article on how to make a New Order to learn more.

New Order


User Profile

Use this button to log out of your account.

User Profile


Language

If your portal is available in multiple languages, switch between UI languages using the selector.

📒 NOTE

The list of languages is determined by the 'Available Languages' field in the destination settings.

Language


Credit Limit

Keep track of the remaining credit limit available for purchases made using the 'Bill to my account' settlement method.

📗 TIP

Configure a credit limit in the reseller settings.

Credit Limit


Destination Selector

Switch between destinations to view specific products available in those destinations.

Destination Selector


Search Bar

Search for a specific product using the search bar.

Begin typing the product name and the product board is filtered immediately, returning only matching results.

📒 NOTE
If you press the ENTER or RETURN key at the end of your search, it will clear your search.

Search Bar


Category Selector

Switch between categories to view only products assigned to them.

Product categories group products together across the Ventrata infrastructure. Categories can be used to reorder products by, for example, price or popularity, or to group products of the same type (boat ride, guided tours).

📗 TIP
Read our article on Categories to learn more.

All Products


Product Board

View and select products that match the selected destination, search term, or category.

Selecting any product starts a new booking flow.

Product Board

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