General
Term | Description | Settings in Ventrata |
Terminal | a physical device that facilitates customer purchases and payments, whether through staffed counters or self-service machines | Ticket Terminals > Terminals |
POS | the overall environment where a transaction occurs, including software and hardware. It manages the entire sales process, including product selection, payment processing, inventory tracking and receipt generation. |
Tags | keywords or terms assigned to an item, typically used to describe the content to make it easier to find them through searches. |
Labels | use to categorise or identify items. It helps group or classify items in a hierarchical structure. |
Channels
Term | Description |
Web Checkout | self-service website and widgets |
Backoffice | the Ventrata dashboard |
Direct API | an API connection with an OTA |
Concierge | a sales portal for sellers, agents and operators |
Sales Kiosk | a self-service booth with a screen |
Passes
Term | Description |
Pass | also known as a city pass, grants customers access to multiple attractions within a city for a set period of time (for instance, 24 hours or a 7 days) from the first use |
Ticket | grants customers one-time entry to an attraction at a particular time |
Voucher | represents a certain value or entitlements, often used to redeem products, services or discounts; when a voucher is redeemed, typically customers receive a ticket in return |
Positions
Term | Description | Settings in Ventrata |
Supplier | the source of the products offered, responsible for creating and delivering the product. A supplier has an account in the Ventrata dashboard and can manage their products from the dashboard UI. | |
Seller | a person employed by the supplier to sell their products directly to the customer on a physical location. | Ticket Terminals > Sellers |
Operator | suppliers that operate 3rd party products. You can connect directly to their systems via API. | Products > Operator |
Reseller | an intermediary, for instance an OTA, who sells products created by suppliers or operators to end-customers, often earning a commission for each sale. | |
Agent | a person employed by the reseller to sell the supplier's products on their behalf. | Resellers > Agents |
Templates
Term | Description | Settings in Ventrata |
Templates | within the Ventrata dashboard, the Products > Templates page allows the user to create and manage voucher templates, which are sent to customers with their booking or just before the travel date. They are sent as attachments in PDF format. | |
Receipts | within the Ventrata dashboard, the Products > Receipts page allows the user to create and manage receipt templates, which are printed when a booking is made on a terminal device or sent to the customer's email address. | |
Email Templates | within the Ventrata dashboard, the Products > Email Templates page allows the user to customise parts of the the standard hardcoded template. |
Term | Description |
3rd Party Products | indicates whether 3rd party product |
Active PAX | the number of customers that attended the tour; no-shows are always 0 active PAX |
Adjustment | the amount by which the total of an order was changed either because of a custom discount for a client, or to create a custom price for a tour (for example, charter) |
Adult | the number of tickets by ticket type (tier) |
Agent | name of an agent working for the reseller |
Allow Tickets | indicates whether individual tickets are allowed |
Allow Voucher | indicates whether a group ticket is allowed |
Backend Connected | indicates whether the booking is API connected |
Backend Error | indicates whether there was an API connection failure |
Backend Error Message | description of API connection failure |
Balance | the difference between an amount due and an amount paid |
Base Cost | the cost of a product in the product’s base currency |
Booking Alias | unique string generated for a booking made with an operator |
Booking Barcode | unique string generated for a booking |
Booking Date | date when the product was purchased |
Booking Reference | 8-character alphanumeric string located between the travel date and booking total information near the top on the booking level |
Booking Time | time when the product was purchased |
Booking Travel Date | date when the tour takes place |
Booking Type | indicates the type of product purchased, see Booking Type above |
Cancellation Date | date of order cancellation |
Cancellation Notes | reason provided as additional information pertaining to booking cancellation |
Cancellation Reason | reason selected from the options offered in the drop-down field during booking cancellation |
Cancellation Time | time of order cancellation |
Cancelled By | name of the seller who made the cancellation |
Cancelled on ID | ID of the shift when a booking was cancelled |
Card Total | the total amount paid by card |
Cash Total | the total amount paid by cash |
Channel | the source of the sale (Terminal, Web Checkout, Backoffice, Direct API, Concierge, Sales Kiosk, custom channels) |
Charity Roundup | the amount by which the balance of an order is increased to a full number and the difference is donated to a charity |
Checked In | indicates whether the customer checked in |
Checkout | name of the checkout through which the order was made |
Checkout Channel | type of channel assigned to the web checkout |
Child | the number of tickets by ticket type (tier) |
Combination | starting product that lead to a combination discount sale |
Combination Booking | the reference number of the starting product |
Commission | the reseller’s cut from the sale; you pay commission to a reseller for selling your products |
Confirmation Date | date of order confirmation |
Confirmation Time | time of order confirmation |
Confirmed | indicates whether the booking was successfully processed |
Connection | name of the connection |
Connection Partner | name of the connection partner (reseller) |
Cost | the amount of costs associated with a booking (for example, the purchase of 3rd party products) |
Currency | currency used to sell a product |
Custom Pickup | name of pickup; this can be a pickup that is not assigned to the booking route but is listed in the pickup list |
Customer | customer full name |
Customer Address | customer’s address (street name and number) |
Customer Age | customer’s age |
Customer City | customer’s address (city) |
Customer Company | customer’s company |
Customer Contact | a summary of a customer’s contact information (full name, email address, phone number) |
Customer Country | customer’s country of residence |
Customer Department | the department in which the customer works at their company |
Customer Email | customer’s email address |
Customer First Name | customer’s first name |
Customer Full Name | same as ‘Customer’, see above, but the customer name is typed without spaces |
Customer Language | customer’s preferred language |
Customer Last Name | customer’s last name |
Customer Marketing | indicates whether the customer subscribed to receive marketing communication |
Customer Mobile | customer’s phone number |
Customer Notes | customer notes included at checkout |
Customer Postal Code | customer’s address (postal code) |
Customer Salutation | how the customer wishes to be addressed, for example, Mr., Mrs. or Ms. |
Customer State | customer’s address (state) |
Customer Tags | custom tags assigned to a customer, used for filtering |
Customer Tax ID | customer’s tax identification number |
Customer Tax Office | tax office to which the customer belongs |
Customer Title | customer’s work title at their company |
Delivery Method | delivery method of tickets (via email, sms, QR code, scan digital wallet, print tickets, do nothing) |
Direct Sale | indicates whether sales where made by your sellers, from your website or kiosk; indirect sales are made by resellers, both concierge or via API |
Discount | if a promotion was applied, the value of the promotion is shown |
Disputed | the amount of a credit card payment disputed by the customer |
Dropoff Date | date when customer is dropped off at dropoff point |
Dropoff Instructions | information pertaining to dropoff point |
Dropoff Point | name of dropoff point |
Dropoff Requested | indicates whether the customer requested to be dropped off after the tour |
Dropoff Time | time when customer is dropped off at dropoff point |
Duration | length of tour in hours |
Email Receipt | indicates whether an email receipt was sent to the customer |
Enable Charity Roundup | indicates whether charity roundup was enabled on the product |
Exchange Rate | if you use different currencies, this is the conversion rate |
Expires On | voucher validity end date |
Expiry Time | time of gift card expiry; if no date is selected, the gift card is valid for a year to the minute |
Extras Total | the value of extra upgrades |
Family | the number of tickets by ticket type (tier) |
First Used Date | date when the gift card was first used |
First Used Time | time when the gift card was first used |
Gift Time | time of gift card purchase |
Gift Total | the total amount paid by a gift card |
Gross Revenue | the amount of earnings before any deductions or taxes |
Has Allocations | indicates whether the product contains allocations |
Has Combination | indicates whether the order contains combinations (cross-sell products) |
Has Duplicates | indicates whether a duplicate booking was made; where a booking already exists in the database (for example, an API-connected product or pre-printed voucher) but a voucher was introduced manually, thereby creating a booking with the same reference number, the system marks the latter booking as a duplicate |
Has Extra Upgrades | indicates whether the booking contains extras |
Has Operator Invoice | indicates whether an operator invoice was issued |
Has Purchases | indicates whether an item was purchased with the booking |
Has Reclaims | indicates whether the reseller invoice has been adjusted |
Has Resources Allocated | indicates whether the booking has resource assigned to it |
Has Voucher File | indicates whether an image of the voucher is attached to the booking |
Has Waivers | indicates whether the booking includes any waivers |
Hotel | name of the hotel selected during booking |
ID | unique alphanumeric string identifying a booking |
Imported | indicates whether a booking was imported |
Infant | the number of tickets by ticket type (tier) |
Invoice | reseller invoice reference, consists of reseller code or name and invoice number |
Invoice ID | reseller invoice ID |
Invoice Status | state of reseller invoice (void, draft, confirmed, overdue, paid) |
IP Address | if a customer made an order through the web checkout, their IP address is shown |
Label | unique flag associated with a booking |
Ledger Code | code automatically assigned to the order because it fulfilled defined by the ledger code |
Ledger Code Description | brief description of the ledger code rule |
Location | name of the location where the sale was made from |
Location Channel | name of the channel which was used to make the sale at the location |
Margin | the amount of your clean earnings; the formula is as follows: margin = total - cost - commission - payment_fees - net_tax |
Message | message from the customer, who purchased the gift card, for the recipient |
Military | the number of tickets by ticket type (tier) |
Net PAX | the number of customers on the ticket |
Net Tax | the value amount of the tax percentage applied to the total product price (if direct sale) or after commission is deducted from the total (if sold by a reseller);
|
Noshow PAX | the number of tickets where a customer did not show up for the tour |
Notice Days | the number of days between booking date and travel date |
OCTO UUID | unique reseller identifier used as an API authentication token |
Open Dated | indicates whether a booking is open-dated, i.e. can be used anytime in the validity period set on the product |
Option | variant of the product (for example, 24-hour tour, 48-hour tour) |
Option Code | custom code assigned to an option |
Order Balance | the amount due or overpayment of an order |
Order Destination | if destinations are set, the destination in which the sale was made |
Order Notes | notes entered in the checkout form |
Order Reference | 8-character alphanumeric string beginning with the number symbol (#) located in the top right corner on the booking level |
Orders | count of orders made under the customer’s name |
Other Total | the total amount paid by other means |
Outlet | name of the reseller outlet; outlets can be thought of as chains that can be assigned to a reseller |
Package Option | name of an option in a package |
Package Option Code | custom code assigned to a package option |
Package Product | product consisting of more than one include (product) |
Package Product Code | custom code assigned to a package |
Package Travel Date | the nearest travel date of one of the includes in the package |
Paid | the amount that was paid by the customer |
PAX | the number of passengers regardless of ticket type (tier) |
Payment Fees | the amount charged for using certain payment providers |
Pickup Address | address of pickup point |
Pickup Dispatch Driver | name of the driver assigned to the pickup |
Pickup Notes | additional information included in the booking pertaining to pickup |
Pickup Point | name of pickup point |
Pickup Requested | indicates whether the customer requested to be picked up for the tour |
Pickup Route | path the pickup takes |
Pickup Telephone | phone number of a contact managing / guiding pickup |
Pickup Time | exact time when pickup is available for the tour |
Pickup Zone | name of the zone where pickup point is located |
Points | the number of points earned by a seller or reseller for selling your products |
Portal | name of the sales portal through which the order was made |
Private Notes | notes on a booking made on the backend; these are not viewable by the concierge or customer |
Product | name of your product |
Product Billing Account Code | custom code for reporting purposes |
Product Code | custom code of the product |
Product Destination | destination associated with the product |
Product FX | if you use different currencies, this is the conversion rate for the product |
Product Operator | name of the product operator |
Product Tags | custom tags assigned to a product, used for filtering |
Promotion | discount assigned to the sale of a booking |
Promotion Code | custom code assigned to a promotion |
Promotion Tags | custom tags assigned to a promotion, used for filtering |
Public Notes | notes on a booking that can be viewed by everyone |
Purchases | name of item purchased |
Quantity | the number of purchased items of the same type |
Question | displays the answers to questions associated with the booking |
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 |
Reconciled | indicates whether payments in the transaction are matching |
Redemption Date | date when the booking was redeemed |
Redemption Location | virtual or physical location where the tickets were redeemed |
Redemption Time | time when the booking was redeemed |
Refunded | the amount given back to the customer, for example, because their booking was cancelled, or they paid more than the price of the booking |
Registry | name of registry to register orders in an external system in real time |
Registry Data | a reference assigned to the order from an external system |
Reseller | name of the reseller who made the sale |
Reseller Allow Top-ups | indicates whether a reseller is allowed to receive credit top-up; credit is used when a reseller, usually a concierge, accepts cash payments instead of using the payment gateway, which can be a liability for the operation |
Reseller Band | name of the reseller band a reseller is assigned to |
Reseller Billing Account Code | custom code used for ERP integrations like SAP |
Reseller Billing Address | full address of the reseller for billing and invoicing purposes |
Reseller Billing City | city where the reseller resides used for billing and invoicing purposes |
Reseller Billing Customer Code | custom code used for ERP integrations like SAP |
Reseller Channel | name of the channel a reseller is assigned to |
Reseller Code | code assigned to a reseller |
Reseller Commission | the reseller’s cut from the sale; you pay commission to a reseller for selling your products |
Reseller Destination | destination to which a reseller is assigned to |
Reseller FX | the conversion rate against the reseller’s currency |
Reseller Invoice Date Field | specifies whether a reseller is invoiced on the travel, booking or redemption date |
Reseller Manager | name of the person assigned to a reseller; you can splice revenue from resellers and pin it by manager |
Reseller Tags | tags assigned to a reseller; used for filtering |
Reseller Tax Registered | indicates whether a reseller is tax registered; if a reseller is tax registered, net tax is calculated using the wholesale price (net tax = tax on wholesale); if a reseller is not registered, net tax is calculated using the retail price (net tax = tax on retail) |
Revenue | the amount of earnings from the sale of a single ticket |
Sales | total value of all sales under the customer’s name |
Same Day | indicates whether the travel date is same as the booking date |
Seller | name of a seller; this seller can be different than the shift seller, see ‘Shift Seller’ above. You can assign a promoter, where street sellers are not allowed to sell directly to customers but can bring them to the terminal or box office to finish the sale. |
Seller Billing Account Code | code assigned to a seller for billing purposes |
Seller Commission | the seller’s cut from the sale; you can pay commission to your sellers for selling products |
Seller Tags | tags associated with the seller |
Senior | the number of tickets by ticket type (tier) |
Sequence Value | indicates the order number of the ticket in the database |
Settlement | type of settlement method:
|
Shift Cashier | name of the cashier selling through the backoffice or concierge portal |
Shift ID | unique shift identifier |
Shift Location | name of the terminal location |
Shift Location Tags | tags associated with the location |
Shift Seller | name of the seller selling through a terminal, who started the shift |
Skip Feedback Email | indicates whether the option to skip feedback email was selected |
Source | name of the source where the sale was made from |
Status | indicates the state of a booking, see Bookings - Status column |
Student | the number of tickets by ticket type (tier) |
Supplier Booking Date | date when the booking was made by the supplier |
Supplier Booking Time | time when the booking was made by the supplier |
Supplier Cancellation Date | date when the booking was cancelled by the supplier |
Supplier Cancellation Time | time when the booking was cancelled by the supplier |
Supplier Confirmation Date | date when the booking was confirmed by the supplier |
Supplier Confirmation Time | time when the booking was confirmed by the supplier |
Supplier FX | the conversion rate against the supplier’s currency |
Supplier Redemption Date | date when the booking was redeemed by the supplier |
Supplier Redemption Time | time when the booking was redeemed by the supplier |
Surcharge | the amount added to the total, like a booking fee |
Tags | tags associated with a gift card |
Tax | the value amount of the tax percentage out of the total paid by the customer |
Tax Rate | the tax applied on the price of the item |
Terminal | name of the terminal where the sale was made from |
Test | indicates whether a booking is a test booking |
Ticket Price | price for an individual ticket |
Total | the total amount paid |
Tour Group | name of tour group booking is assigned to |
Tour Time | time when tour starts |
Transferred | indicates whether funds have arrived in the operation’s account |
Travel Date | date when the tour takes place |
Upgraded PAX | the number of tickets upgraded to a comparison (up-sell) product |
Upsold | indicates whether the booking was changed to a more expensive offering |
Upsold From | name of the product the customer initially requested before being upsold, see above |
User | name of a user who made sales using a password (manager, finance staff, etc.) |
User Agent | browser information if a sale comes through the web checkout |
Valid From | voucher validity start date |
Visitor Fingerprint | if a value is displayed, a visitor used fingerprint identification to pay for the order (if implemented) |
Voucher | name of the reseller voucher |
Voucher Bill Gap | YES / NO; used with sequential voucher numbers: if a voucher number does not follow the sequence (1, 2, 3, 4, and then 9 comes in), the system automatically creates bookings with voucher numbers that fill the gap between the last and newest booking (5, 6, 7 and 8 - called ‘bill gap vouchers’) to be able to invoice the reseller on the skipped vouchers as they will have been sold (common with physical booklets of vouchers) |
Voucher Code | code of reseller voucher used during the sale |
Voucher Total | the total amount paid by a reseller voucher |
Waiver | name of the waiver included in the booking |
Waivers Complete | indicates whether all waivers attached (if any) to the booking have been signed by the customer |
Wholesale | the set price of an order; resellers buy your product at a set price (wholesale), and you are contractually bound to keep the price unchanged for a certain length of time |
Youth | the number of tickets by ticket type (tier) |
Status
Term | Description |
Pending | the order is being processed; an order must be processed in the course of a timeout period. Once the timeout runs out, the order expires and a new one must be placed. The duration of a timeout period can be set in Supplier Settings > Edit Supplier > Order Timeout (mins). |
Expired | an order took too long to process; a new booking is required. |
Balance Due | the booking was not paid in full |
Confirmed | the booking was purchased but not yet redeemed |
Cancelled | the booking was annulled |
Part Redeemed | bookings with multiple includes (packages) where only some of the includes have been redeemed |
Redeemed | tickets in the booking have been used; orders made through a Point of Sale are automatically redeemed because they are sold as entrances. |
Upgraded | the original booking was changed to a new, more advantageous one; upgrades to a product are added in Products > Products > [select product} > Comparisons (Up-sell). |
Duplicate | reseller reference was introduced twice; for example, a booking comes in through Direct API but it is not scanned because there is no coverage. The moment it is reconciled, the booking is assigned the same reference. To avoid it being counted double, the system marks this as duplicate and they can be merged. |
No-show | you have the option to mark a booking as ‘No-show’ when a customer does not show up for the tour |
Pending Confirmation | if the ‘Operator Confirmation Required’ checkbox is ticked on the product detail page (Products > Products > [select-product} > [press-pen-and-paper-icon}), a booking with this product remains in this status until it is confirmed by the operator |
Rejected | operator rejected the booking; cancel and refund the booking. |
Quote | the order is a quote sent to a guest with a balance due; the booking does not take up availability or block out inventory until the guest select a tour date and pays the balance. Quotes can be created from the Backoffice, Concierge or Web Checkout channels by ticking the ‘Order’ checkbox or ‘Allow Quotes’ on the web checkout widget. |
Booking Type
Term | Description |
Standalone (Individual) | a single product was purchased |
Package | multiple products combined |
Option | include in a package. If you include options in the bookings table, a package booking will have more than one line - the package name with the revenue, then a line for each include with $0 |
Term | Description |
Default Language | The primary language in which you engage with your customers. |
Available Languages | A list of languages your company uses to engage with customers. |
Name | Name of the city, country or company where your products are sold. |
Page Title | The title of the destination page on the web checkout. |
Description | The description of the destination page on the web checkout. |
URL Path | The end part of the web checkout URL after the backslash (“/”) that identifies the destination. |
Tags | Select or create internal references to the destination. |
Address | Uses Google auto-complete to quickly and accurately suggest addresses as you type. |
Google place | A textual identifier that uniquely identifies places. If your destination is registered, the Google Place ID auto-fills once the address is entered. |
Latitude | Forms part of the destination's geographical coordinates. Enter the latitude in decimal degrees, for instance, 48.142296. |
Longitude | Forms part of the destination's geographical coordinates. Enter the longitude in decimal degrees, for instance, 17.099812. |
The email address customers use to reach you. Destination-level email addresses override the supplier contact email. | |
Telephone | The telephone number customers use to reach you. |
Featured | Enable to feature the destination on the web checkout. |
Country | The country where the destination is located. |
Time Zone | The primary time zone of the destination. |
Ledgers Time Zone | The time zone used when generating ledger entries. This affects the Date and Sale Date columns in the Ledgers table. |
Available Currencies | Currencies you support in the destination. Conversion rates for the selected currencies are shown at the top of the supplier form. |
Default Currency | The primary currency used for setting your prices. |
Brand | Select a brand, or visual identity, for your destination. |
Receipt | Select a receipt template to be printed after a booking is made on the terminal or sent to the customer's email address. |
Gift Receipt | Select a receipt template to be printed after a gift voucher is purchased on the terminal or sent to the customer's email address. |
Order Receipt | Select a receipt template to be printed after a purchase is made or sent to the customer's email address. |
Receipt Template (BOCA) | If the destination uses BOCA printers, select the appropriate BOCA receipt template. |
Gift Receipt (BOCA) | If the destination uses BOCA printers, select the appropriate BOCA gift receipt template. |
Billing Details | Information related to payments, including address and payment method. |
Billing Terms | The conditions and timelines for payment, including due dates and penalties for late payments. |
Notification Email | The email address which receives all booking notifications. Add multiple addresses separated by a semicolon ( ; ). |
Reseller Signup Email | The email address that receives notifications when an agent registers to become a reseller. |
Sequence | Sequences count orders, transactions and invoices. Select a primary sequence counter. |
Registry | Enables fiscal compliance but can also be used to register orders in an external system in real time. Select a primary supplier registry. |
POS Gateway | Select the gateway used by terminal devices. |
ECOM Gateway | Select the gateway used by the web checkout. |
MOTO Gateway | Select the gateway used by the sales portal. |
PayPal Gateway | Select an Adyen gateway configured to accept payment via PayPal. |
Term | Description |
Destination | Identifies where the location is set up, which could be a city or a country, or the company owning the products. |
Name | The name of your location, such as a street or area name, easily recognisable by staff. |
Channel | Assign a sales channel to this location. |
Tags | Select or create internal references for bookings or booking elements (items, gifts, etc.) at this location. |
Latitude | Forms part of the location's geographical coordinates. Enter the latitude in decimal degrees, for instance, 48.142296. |
Longitude | Forms part of the location's geographical coordinates. Enter the longitude in decimal degrees, for instance, 17.099812. |
Virtual | Indicates a mobile location (e.g. buses). Sales locations update based on GPS coordinates as the bus moves. |
Gateway | Process card payments through the correct payment gateway. |
Sync TTL | Used for offline gate scan and validation. Gates continue to synchronise and work when offline. |
Sync Tolerance | Defines the sync tolerance for offline gate scan and validation. |
Entry Timeout | The time delay between consecutive ticket scans, for instance, when multiple people pass through turnstiles. |
Cancellation Timeout | The time within which a logged-in seller can cancel and refund tickets. |
Logout Timeout | Automatically log out a seller after the set number of inactive minutes. |
Print Delay | Time delay before before printing another ticket. |
Allow Seller Change | Sellers can assign a sale to another seller. |
Allow Adjustments | |
Supervisor Pin for Cancellations | Require a supervisor PIN to authorise cancellations. |
Re-print Order Receipt | Print the order receipt twice in succession. |
Allow Freesale | Sell products even if availability is closed or the product is sold out. This must also be enabled on the product. |
See All Bookings | When disabled, sellers logged into a shift can only view bookings made at that specific location. |
Allow Cancellation | Sellers can cancel tickets. |
Allow Gratuity | Sellers can add gratuity during transactions. |
Skip Voucher Printing | Skips the printing of vouchers. |
Allow Update Availability | Sell products even if availability is closed or the product is sold out. |
Supervisor Pin for Adjustments | Require a supervisor PIN to authorise adjustments. |
Allow Ticket Re-delivery | Allow the re-print of tickets unless the scan limit has been reached. |
Default per |
|
One Group Ticket | Print only one ticket for all members in a booking. |
Ticket Per Person | Print individual tickets for each member in a booking. |
Allow Rebook | Allow the change of units and date/time for tours in existing bookings via terminal devices. |
Allow Reschedule | Allow the rescheduling of tour dates and times on turnstiles or terminal devices when vouchers are not available for right now. This allows sellers to redeem rescheduled tickets. |
Allow Upgrade | Customers can use the UPGRADE MY TICKET button in the 'Sales Kiosk' mode. |
Allow Voucher File | Capture a photo of the voucher using the terminal app. |
Alllow Comments | Add comments or notes to a transaction. |
Allow Tabs | Open tabs for eat & drink operations. |
Blind Cashup | Hide the 'Dashboard' tab in the Ventrata terminal app from sellers. |
Book Historically | Book products in the past. |
Auto Reschedule | Automatically reschedule bookings to the current date/time if availability exists and no price difference applies. |
Scan Action | Select whether a turnstile is configured for entry or exit. |
Scan Counter | Assign a counter to the location. |
Scan Counter Action | Select whether a turnstile counter tracks entries or exits. |
Allowed Next Actions | Define the permitted next steps on 'Scan only' devices. |
Collect Balance | Collect the balance due when a customer redeems tickets with an outstanding amount. |
Complete Waiver | If a product requires a signed waiver, sellers can help customers complete the waiver form within the app before redemption. |
Redeem | Issue a ticket to grant entry to the attraction. |
Scan | When counters are set up at the location, sellers can scan entries to increment the counter until full capacity is reached. |
Nothing | No additional action is taken. |
Allowed Payment Methods | Define which payment methods are allowed for transactions at the location. |
Credit/Debit Cards | Card payments must be accepted via the POS sytem. |
Cash | Accept payments with cash. |
Reseller Voucher | Accept third-party vouchers as payment for the tours or attractions. |
Gift Card | Accept full or partial payment using a gift card purchased from the supplier. |
Other | Accept external payment methods such as bank transfers or credit card terminals not integrated with Ventrata. |
Allowed Settlement Methods | Define settlement methods available for reseller agents. |
Pay full amount by card | Funds from the sale clear in full directly into the supplier's account using the integrated gateway. |
Bill to my account | Funds collected in cash or by card clear into the supplier's account without the reseller's commission. |
Collect my commission as a deposit | The commission portion of the retail price is collected from the customer as deposit, with the remaining amount paid by the customer at the attraction. |
Pay my wholesale rate by card | Payment for the purchased products at the contracted wholesale rate clears into the supplier's account. |
Payt later | For promoter sales where the reseller does not collect payment, the customer pays at the attraction. Commission is settled at a later date. |
Allowed Delivery Methods | Select how tickets are delivered to customers. |
Allow Location Change | Sellers are allowed to change locations or, in GPS-equipped vehicles, automatically switch to virtual locations based on coordinates. Ensure that the 'Virtual' checkbox above is ticked. |
Duties | Assign duties, or identifiers, for drivers at the location. |
Message Templates | Assign a message template for sellers to communicate with head office. |
Presets | Assign presets, or frequently used product options, to the location for quick selection. |
Allow Purchases | Sellers can sell items at the location. |
Allow gifts | Sellers can sell gift cards at the location. |
Allow Redeem All Products | Redeem all products at the location. |
Redeemable Products | Select specific products that can be redeemed at the location. |
Allow Redeem All Options | Redeem all options at the location. |
Redeemable Options | Select specific option that can be redeemed at the location. |
MAnifest Products | Sellers can view manifests of selected products in the terminal app. |
ScanTerminals | Terminals can operate in 'Scan only' mode at the location. |
Term | Description |
Destination | Identifies where the product is set up, which could be a city or a country, or the company selling the product. |
Address | Uses Google auto-complete to quickly and accurately suggest addresses as you type. |
Google place | A textual identifier that uniquely identifies places. If your product is registered, the Google Place ID auto-fills once the address is entered. |
Latitude | Forms part of the product's geographical coordinates. Enter the latitude in decimal degrees, for instance, 48.142296. |
Longitude | Forms part of the product's geographical coordinates. Enter the longitude in decimal degrees, for instance, 17.099812. |
Name | The name of the product as advertised in the primary language. Switch languages to enter translations if any. |
Code | Internal reference for the product. |
Operator | The company which manages the product. |
Backend Connected | This is a third-party product, which is connected through a reseller or operator connection. |
External Redemption | Bookings of a third-party product can only be redeemed by the operator. |
Operator Confirmation Required | Bookings of a third-party must be confirmed by the operator. With package products, this only applies to the includes. |
Receipt | The template of the printed receipt. |
Receipt Template (BOCA) | Custom receipt template tailored for BOCA printers. |
Enable order confirmation email | Send a confirmation email to customers when they book a product. |
Order Confirmation Email Template | Select confirmation email template. |
Enable order cancellation email | Send an email to customers about cancelled bookings. |
Order Cancellation Email Template | Select a cancellation email template. |
Enable order update email | Send an email to customers about updates to their bookings. |
Order Update Email Template | Select an order update email template. |
Enable booking reminder email | Send a reminder to customers before the travel date. |
Booking Reminder Email Template | Select a booking reminder email template. |
Enable booking feedback email | Request feedback from customers after their experience. |
Booking Feedback Email Template | Select a booking feedback email template. |
Enable waiver reminder email | Remind customers to sign a waiver before redeeming their tickets. |
Waiver Reminder Email Template | Select a waiver reminder email template. |
Waiver Required | Require customers to sign a waiver before they can redeem their tickets. |
Color | The colour of the product card on the web checkout if a banner image is not available. |
Reward Points | Resellers selling this product can earn points towards a reward. |
Categories | The product can be listed under one or multiple categories on the sales portal or in the terminal app. |
Tags | Select or create internal references that label or otherwise mark the product. |
Language | The primary language in which the product is displayed across various sales channels. |
Package | The product contains multiple other products. |
Package Include Pricing | The retail price of the package equals the sum of the required included products. |
Package Product | The included products in a package are hidden from sales representatives and customers. |
Pass | The product is a reusable city pass. |
Allow Deposit | The customer can pay a deposit for part of the product's price and pay the balance upon voucher redemption. |
3rd Party | The product is sold by your operation but managed by a third party. |
Fixed Capacity | The product offers a limited number of seats and bookings require an availability lookup. |
Package Only | The product is available only within a package or a pass. |
Combination Only | The product must be bought with another product. |
Date Required | The customer must select a travel date to book the product. |
Validity Days | The number of days within which the customer can redeem the included products in a package since the travel date. |
Package Multi-Date | The product contains multiple included products the travel dates of which can be several days apart. |
Allow Freesale | Enable the sale of the product even if availability is closed or the product is sold out. |
Available for Sale | The product can only be sold through the selected channels. |
Voucher Validity (days) | The number of days a ticket for an open-dated booking remains valid. |
Scans Limit | The number of times a ticket can be scanned. |
Scan Interval | The amount of time before the same ticket can be scanned. |
Scan Tolerance Before | The amount of time before the attraction during which tickets are allowed to be scanned. |
Scan Tolerance After | The amount of time after the attraction began during which tickets are allowed to be scanned. |
Scan Tolerance After Offset Duration | Include the duration of the attraction in the ‘Scan Tolerance After’ calculation. |
Active From Redemption Time | Enable if the validity period should start from the time the ticket was redeemed instead of the travel date. |
Scans Counter | If turnstiles are used onsite, assign a counter to the product. |
Counter Entry Duration | Enter the duration of the attraction so the counters decrement after the duration elapsed. |
Duration | Enter how long the attraction or tour lasts. |
Duration Label | Use custom labels for units of time. |
Duration Overflow | Add an extra day if a ticket is redeemed after the cutoff time. |
Reprint on Redemption | Reprint board passes when a booking or ticket is redeemed. |
Resource Groups | Select a resource group if resources are required for the operation of the tour. |
Reassign resources | Enable automatic resource assignment to ensure the most efficient allocation on any given date or tour time. |
Starts On | If the product is available for a limited time, enter the start date. |
Ends On | If the product is available for a limited time, enter the end date. |
Minimum Booking Size | Enter the minimum number of tickets per booking to set the lower limit of the product's booking size. |
Maximum Booking Size | Enter the maximum number of tickets per booking to set the upper limit of the product's booking size. |
Allow Voucher | Enable to generate group tickets when the product is booked. |
Allow Ticket | Enable to generate a ticket for each member of the booking party. |
QRCode | A two-dimensional barcode that can store information like URLs or contact details, easily scanned by smartphones. |
Code128 | A high-density linear barcode used in logistics, encoding alphanumeric data efficiently for quick scanning. |
Always Online | Terminal actions must always be performed while connected to the internet. |
Direct API Prefer PDF | Vouchers for API bookings are delivered in PDF format. |
Hide Duration | Hide the product duration on the web checkout and concierge portal. |
Hide Availability | Hide product availability on the web checkout and concierge portal. |
Hide Resource Allocations | Hide assigned resources on the web checkout and receipt. |
Allow Adjustments | Allow your sellers to adjust the price on terminals and in the backoffice. |
Allow Public Notes | Allow adding notes on booking forms that can be seen by customers and resellers alike. |
Require Retail Season | The product must be assigned to a season to be available for sale. |
Availability Modifiers | Deselect which modifiers the system should ignore, including any previously disabled modifiers and restrict further change to availability. |
Rate Modifiers | Deselect which modifiers the system should ignore, including any previously disabled modifiers and restrict further change to rates. |
Per-Booking Pricing | The product has a single price regardless of the number of units selected in the booking. |
Inclusions Count (Package Only) | If 'Package' is enabled, state the number of included products in the package. |
Tax Rates | Select the applicable tax rate(s) for this product. |
Tax Included | Indicate whether tax is included in the final price. |
Exclusive | Indicate whether the product is exclusive. |
Point to Point | The product offers transfers from one place to another, similar to a shuttle. |
Capacity | The maximum number of people the attraction or the tour can accommodate at once. |
Open | Enable to make the product available for sale. |
Guide | Assign a guide to the product. |
Driver | Assign a driver to the product. |
Limit | The maximum number of tickets that can be sold to manage the product's availability. |
Fare | Control the product's pricing based on pre-determined rules using 'Automatic' fare or select a default fare from your list. |
Pickup Required | A pickup point must be selected to complete the booking. |
Allow Custom Pickup | Allow customers to opt out of requesting a pickup during booking. |
Custom Pickup Required | Customers must select a pickup during booking. |
Hotel Search | Allow customers to search their hotel and the nearest pickup point is assigned. |
Address Search | Allow customers to search an address and the nearest pickup point is assigned. |
Allow Custom Tour Time | Allow customers to enter their preferred tour time, ignoring scheduled tour times. |
Allow Use Later | A booking made on the terminal sales channel is in 'Confirmed' state after purchasing the product. |
Allow Use Now | A booking made on the terminal sales channel is in 'Redeemed' state after purchasing the product. |
Terms Accepted by Default | Booking terms on the web checkout are accepted by default. |
Default Label | Select a booking label which is automatically assigned to any booking of the product. |
Allow Charity Roundup | Allow rounding up of the total price of a booking to the nearest whole number. |
Charity Roundup Message | Include a message explaining the purpose of the charity roundup or introducing the charity that will receive the donation. |
Rental | If you rent units like bikes or scooters, enable this option to make them available on the backoffice and concierge portal. |
Rental Fixed | If enabled, the price depends on the number of rented units. If disabled, the price depends on the rental duration . |
Minimum Duration | Enter the minimum rental duration for a unit. During booking, each hour between the minimum and maximum duration is a rental option. |
Maximum Duration | Enter the maximum rental duration for a unit. During booking, each hour between the minimum and maximum duration is a rental option. |
Billing Account Code | Internal billing reference for the product. |
Checkout Deposit | If you accept part payment for a booking, enter the percentage of the deposit. |
Checkout Deposit Message | Include a message about accepting deposit at checkout. |
Meeting Point | Enter or describe the meeting point where customers assemble before the tour or attraction. |
Meeting Point Latitude | Enter the latitude of the meeting point in decimal degrees, for instance, 48.142296. |
Meeting Point Longitude | Enter the longitude of the meeting point in decimal degrees, for instance, 17.099812. |
Meeting Time | Enter the time by which customers must assemble at the meeting point. |
Itinerary | Select an itinerary created in the product destination. Learn more at Google Things To Do. |
Checkin Allowed | Customers can check in using the web checkout and their email address of booking reference. |
Checkin Reschedule Allowed | Customers can reschedule their bookings using the web checkout. |
Checkin Reschedule Extra | Select an extra that serves as a fee for customers to reschedule their bookings. |
Checking Reschedule Extra Notice | Set the minimum time before the travel date for rescheduling. After this period, the extra fee applies. |
Checkin Cancellation Allowed | Customers can cancel their bookings using the web checkout. |
Checkin Cancellation Extra | Select an extra that serves as a fee for customers to cancel their bookings. |
Checkin Cancellation Extra Notice | Set the minimum time before the travel date for cancelling. After this period, the extra fee applies |
Items | Select sales items that can be purchased with the product. |
Automatically Undefer Ledgers | Set the booking status automatically to ‘No-Show’ or ‘Redeemed’ once the ticket validity period has expired. |
Google Landing Page URL | The main web page where customers land after clicking on an ad in a search query. Use this ONLY if you do not use the Ventrata web checkout. |
Google Landing Page List View URL | The web page that lists this product among other offerings. Use this ONLY if you do not use the Ventrata web checkout. |
Term | Defintion |
Active | The reseller is authorised to sell your products through the approved channels. |
Direct | Revenue from the reseller is categorised as 'Direct'. |
Allow Reconcile | The reseller must reconcile bookings during the shift reconciliation process. |
Common | inactive |
Voucher Required | A voucher file must be scanned when redeeming reseller vouchers on location. |
Reprint on Redemption | Boarding passes are reprinted when tickets are redeemed. |
Test Mode | The reseller's sales are excluded from your accounting. |
Agent Required | At least one agent must be created. For API connections, an agent is not required. |
Name | The reseller's name. |
Code | An internal reference code for the reseller. |
Notification Email | The reseller's email address, where they receive updates about bookings and credit limit warnings. |
Telephone | Use the international phone number format, starting with the country code, followed by the area code and phone number. |
Tags | Select or create internal references to apply to the reseller. |
Website | Enter the reseller's website in full website, for instance, https://www.ventratatours.com. |
Channel | Select the channel to which the reseller's sales will be assigned. If left blank, the system will assign the channels where sales are made from automatically. |
Destination | Identifies the city, country, or company whose products the reseller can sell. |
Account Manager | A staff member with backoffice access who manages the business relationship with the reseller and receives notifications about reseller invoices. |
Billing Address | The reseller’s billing address. |
Billing Contact | The contact person for billing matters. |
Billing Notes | Any specific notes related to billing. |
Billing City | The city in the reseller’s billing address. |
Billing Email | The email address for billing communications. |
Billing Account Code | The account code used for billing. |
Billing Postal Code | The postal code in the reseller’s billing address. |
Billing Telephone | The phone number for billing inquiries. |
Billing Customer Code | The customer code used in billing processes. |
Billing Country | The country in the reseller’s billing address. |
Billing Company Number | The company registration number for billing purposes. |
Billing Company Tax ID | The tax identification number for the billing company. |
Billing Company | The name of the billing company. |
Billing Company Tax Office | The tax office associated with the billing company. |
Available Currencies | Currencies in which the reseller can conduct transactions. |
Invoice Period | Invoices are automatically issued every X days, weeks or months. |
Invoice on Day of Week | Invoices are issued on this specific day each week. |
Invoice on Day of Month | Invoices are issued on this specific day each month. |
Default Currency | The primary currency used for transactions with the reseller. |
Invoice due | Invoices must be paid within X days, weeks or months. |
Credit level warning | A warning is sent to the 'Notification Email' if the credit level drops below X % of the 'Credit Limit'. |
Credit Limit | The maximum amount the reseller can collect through the 'Bill to my account' settlement method. When the limit is reached, further payments cannot be collected and a warning is sent to the 'Notification email'. |
Invoice Date Field | Select what the invoice date is based on. |
Web Referrers | The reseller's website or name without spaces or special characters. When appended to any URL of your website, web referrer uniquely identifies the reseller. |
Default Pickup | The default location where customers are picked up for a tour. |
Address | The reseller's address. |
Directions | Enter instructions for finding the reseller's location. |
Commission | The reseller earns a percentage of the sales they make from selling the supplier's products. |
Wholesale | The reseller buys the supplier's products at a wholesale price and sells them to customers at a higher price. |
Band | Select a tier or level to manage resellers with similar schemes. |
Percentage | Set the percentage used for the comission or wholesale scheme. |
Default Percentage | For commission schemes: the percentage amount of sales the reseller keeps. |
Allow Upgrades | Enable the sale of extras. |
Allow Freesale | Enable the sale of products even when availability is closed or the product is sold out. This must also be enabled on the product. |
Show Commission | Allow the reseller to view their commission on the booking detail. |
Allow Redemption | |
Allow Voucher File | |
Allow Gifts | Enable the sale of gift cards using the Concierge Portal. |
Allow Booking Update | The reseller can update and cancel bookings or perform refunds. |
Email Booking Notification | Send booking notifications to the reseller. |
Inherit Checkout Pricing | The reseller's affiliate checkout will use the 'Checkout' source and apply the checkout pricing. |
Allow Reusable Cards | Save customer credit card information on the payment screen for bookings made through the backoffice. |
Allow Purchases | Enable the sale of items using the Concierge Portal. |
Allow Promotions | Enable applying promotions to sales. |
Allow Fares | Enable dynamic pricing. |
Allow Top-ups | Enable the increase of the reseller's credit lines for make bookings. |
Allowed Settlement Methods |
|
Pay full amount by card | Funds clear in full directly into the supplier's account using the integrated gateway. |
Bill to my account | Usage: Commission scheme |
Collect my commission as a deposit | Usage: Commission scheme |
Pay my wholesale rate by card | Usage: Wholesale scheme |
Pay later | Usage: Commission scheme |
Hide Pricing on Ticket and Email | Hide the price on the customer's ticket and email. |
Void Invoices | Automatically void generated invoices. |
Invoice Split Receivables | When both 'Bill to my account' and 'Pay full amount by card' settlement methods are used, both Positive and Negative Receivables are entered on the same invoice. |
Display Rates | Control which prices are displayed on the Concierge portal. |
Tax Registered | Checked: net tax is calculated from the wholesale price. |
Term | Description |
Create Order | Create new bookings, retail purchases, or gift cards, or redeem voucher codes using the Backoffice. Also access Sales Portals. |
Edit Order | View the pen and paper icon next to the customer name and the EDIT ORDER button on the booking detail. |
Edit Order Reseller | View the booking source, reseller, agent and voucher file when using the EDIT ORDER button on the booking detail.
|
Add Custom Pickup | Add a custom pickup when booking a tour if 'Allow Custom Pickup' is enabled at the product level. Required Action Permissions: Create Order |
Offer Promotion | Add promotions to bookings. Required Action Permissions: Create Order |
Show Commission | View reseller commission on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See) |
Promotion Dropdown | Non-public promotions are displayed in a dropdown on the booking form in the Backoffice. Required Action Permissions: Create Order |
Edit Adjustments | Add price adjustments on the booking form.
|
Void Transaction | Void transactions on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See) |
Edit Transaction | Edit transactions on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See) |
Edit Comments | Edit and delete user comments. Required Dataset Permissions: Any (See & Modify) Required Action Permissions: See Comments |
Create Reclaim | Create reclaims on the Resellers > Reclaims page. Required Dataset Permissions: Reclaims (See & Modify) |
Create Top-up | Increase reseller credit limit on the Resellers > Top-ups page. Required Dataset Permissions: Topups (See & Modify) |
Test Order | Flag orders as test. Required Action Permissions: Create Order |
Redeem Booking | Redeem bookings using the Redeem button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
No-show Booking | Mark bookings as 'No-show' using the No-show button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
Un-redeem Booking | Un-redeem bookings using the Un-Redeem button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
Add Transaction | Add payments to orders. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See & Modify) |
Refund Transaction | Refund orders. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See & Modify) |
Update Booking | Update bookings using the Make Changes button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
Update Future Booking | Update bookings with future travel dates using the Make Changes button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
Update Cancelled Booking | Update cancelled bookings using the Make Changes button on the booking detail. Required Dataset Permissions: Bookings (See & Modify) |
Cancel Booking | Cancel bookings using the Cancel Booking button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
Edit Shift | Edit, reconcile, mark as test, unblock or re-open shifts on the Ticket Terminals > Shifts page. Required Dataset Permissions: Shifts (See & Modify) |
Merge Shift | Merge ended, reconciled or approved shifts on the Ticket Terminals > Shifts page. Required Dataset Permissions: Shifts (See) |
Approve Shift | Use the 'Toggle Approved' bulk action on the Ticket Terminals > Shifts page. Required Dataset Permissions: Shifts (See & Modify)
Required Action Permissions: See Bulk Action |
Create Invoice | Create reseller invoices. Required Dataset Permissions: Invoices (See & Modify) |
Create Reseller | Create resellers on the Resellers > Resellers page. Required Dataset Permissions: Reseller |
Edit Invoice | Edit invoices using the EDIT INVOICE button on the invoice detail. Required Dataset Permissions: Invoices (See & Modify) |
Edit Top-up | Edit top-ups using the EDIT TOP-UP button on the top-up detail. Required Dataset Permissions: Topups (See & Modify) |
Confirm Invoice | Confirm invoices on the Resellers > Invoices page. Required Dataset Permissions: Invoices (See) |
Void Invoice | Void invoices on the Resellers > Invoices page. Required Dataset Permissions: Invoices (See) |
Confirm Top-up | Confirm paid top-ups on the top-up detail. Required Dataset Permissions: Topups (See) |
Save Searches | Create private custom views, or searches, using the Saved Searches function. Required Dataset Permissions: Any (See) |
Save Public Searches | Create public custom views, or searches, using the Saved Searches function.
Required Action Permissions: Save Searches |
Book Historically | Create orders with travel dates in the past. Required Action Permissions: Create Order |
Allow Freesale | Sell products even if availability is closed or the product is sold out. Required Action Permissions: Create Order |
See Booking Updates | View a detailed view of updated booking parameters in the Logs tab of the booking detail. Required Dataset Permissions: Bookings / Tickets / Tasks / Extra Upgrades / Item Purchases / Adjustments / Gifts / Resource Allocations (See & Modify) Required Action Permissions: See Comments |
Update Availability | Change general availability, included products, opening hours and allocations on the product detail page. Required Dataset Permissions: Products (See) |
See Margin | See the profit on the sale of products on the booking detail. Required Dataset Permissions: Bookings / Tickets / Adjustments / Resource Allocations (See) |
See Bulk Actions | See the 'Bulk Actions' dropdown where table views are available. Required Dataset Permissions: Any (See) |
See Intercom | View the Ventrata support chat icon. |
Generate Reports | Create reports from dashboard sections where the Generate Report option appears. Required Dataset Permissions: Any (See) |
Data Export | Export data in CSV, Excel or SQL format from dashboard sections where the Export option appears. Required Dataset Permissions: Any (See) |
Data Pagination | View page numbers and pagination options in the dashboard. Required Dataset Permissions: Any (See) |
See Product Operator | See operator's name on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See) |
See Internal Notes | View private notes on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See) |
Update Reseller Settings | Edit reseller details. Required Dataset Permissions: Reseller (See & Modify) |
Update Bands | Update, delete or duplicate reseller bands. Required Dataset Permissions: Bands (See & Modify) |
Manage Agent Accounts | Create and activate/deactivate reseller agents. Required Dataset Permissions: Agents (See & Modify) |
See Seller Pins | View sellers' pins on the seller detail. Required Dataset Permissions: Sellers (See) |
Reconcile Order | Reconcile orders made by resellers using the RECONCILE ORDER button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Extra Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See & Modify) Required Action Permissions: Edit Order |
Modify Manifests | Create, update, delete or duplicate manifests in the Calendar. Required Action Permissions: See Calendar |
Resolve Tasks | Resolve existing tasks. Required Dataset Permissions: Tasks (See) |
See All Helpdesk Tickets | Can view helpdesk tickets created by other users. Required Dataset Permissions: Helpedsk Tickets (See) |
Pay by Card | Card payment is allowed. |
Pay by Cash | Cash payment is allowed. |
Pay by Voucher | Payment by voucher is allowed. |
Pay by Gift Voucher | Payment by gift voucher is allowed. |
Pay by Other | Other (custom) payment methods are allowed. |
Adjust Price |
|
Cancel Future Booking | Cancel bookings with a travel date in the future using the Cancel Booking button on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations (See & Modify) |
See Comments | View all logs (user comments and system updates). Required Dataset Permissions: Any (See) |
See Source | View the source of orders on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See) |
See Reseller | View the resellers who made the orders on the booking detail. Required Dataset Permissions: Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations (See) |
See Dashboard | View the Dashboard tab in the navigation bar. |
See Targets | Access the Ticket Terminals > Targets page. |
See Duties | Access the Ticket Terminals > Duties page. |
See Checkouts | Access the Web Checkouts > Checkouts page. |
See Rewards | Access the Resellers > Rewards page. |
See Categories | Access the Products > Categories page. |
See Seasons | Access the Products > Seasons page. |
See Notices | Access the Products > Notices page. |
See Routes | Access the Pickup > Routes page. |
See Pricing | Access the Pricing tab in the navigation bar. |
See Calendar | Access the Calendar tab in the navigation bar. |
See Settings | Access the Supplier Settings > Supplier Settings page. |
See Custom Reports | Access other users' public reports. Required Action Permissions: Generate Reports |
See Charts | Access other users' public charts. Required Action Permissions: Generate Reports |
Recreate Ledgers | Access the 'Recreate Ledgers' option in the 'Bulk Actions' dropdown. Required Dataset Permissions: Ledgers (See & Modify) Required Action Permissions: See Bulk Actions |
Modify Dashboard | Save and manage private and public dashboard page views. Required Action Permissions: See Dashboard |
Modify Targets | Create and edit targets. Required Action Permissions: See Targets |
Modify Duties | Create, delete, update and duplicate duties. Required Action Permissions: See Duties |
Modify Checkouts | Create, delete, update and duplicate checkouts. Required Action Permissions: See Checkouts |
Modify Rewards | Create, delete, update and duplicate rewards. Required Action Permissions: See Rewards |
Modify Categories | Create, delete, update and duplicate categories. |
Modify Seasons | Create, delete, update and duplicate seasons. |
Modify Notices | Create, delete, update and duplicate notices. Required Action Permissions: See Notices |
Modify Routes | Create, delete, update and duplicate routes. Required Action Permissions: See Routes |
Modify Pricing | Update pricing on the Pricing page. Required Action Permissions: See Pricing |
Modify Calendar | Edit the calendar, assign guides and resources or edit notes. Required Dataset Permissions: Availabilities, Resources (See & Modify) Required Action Permissions: Update Availability, See Calendar |
Modify Settings | Edit Supplier Settings. Required Action Permissions: See Settings |
Modify Custom Reports | Create, update, delete and duplicate reports. |
Modify Charts | Create, update, delete and duplicate charts. |
Term | Description |
Name | The name of the company providing the products within the account. |
Secure Password Policy | Enforce password requirements for all user accounts within the supplier account. |
Postmark Domain | The default domain for Ventrata-generated emails. If you need to change this domain, please contact your Customer Success Manager. |
Tags | Select or create internal references to apply to bookings or booking elements (items, gifts, etc.). |
Contact Email | The email address customers use to reach you. Destination-level email addresses override this supplier contact email. |
Order Timeout (mins) | The time limit, in minutes, within which an order must be completed. |
Reseller Signup Email | The email address that receives notifications when an agent registers to become a reseller. |
Feedback URL | A link to a form or email address where customers can provide feedback about their experience. |
Review URL | A link to a form or email address where customers can leave a review of their experience. |
Facebook URL | The URL of your company's official Facebook page. |
Google URL | The URL of your company's Google reviews page. |
Tripadvisor URL | The URL of your company's Tripadvisor profile page for view or leaving reviews. |
Twitter URL | The URL of your company's official Twitter profile. |
Youtube URL | The URL of your company's official YouTube channel or video content. |
Instagram URL | The URL of your company's official Instagram profile. |
Magpie API Key | Link your MagPie account with Ventrata using your MagPie API Key. |
Magpie Account ID | Link your MagPie account with Ventrata using your MagPie Account ID. |
Contact Telephone | The telephone number customers can use to contact you. |
Available Currencies | Currencies you support through your sales channels. Conversion rates for the selected currencies are shown at the top of the supplier form. |
Default Currency | The primary currency used for setting your prices. |
Default Language | The primary language in which you engage with your customers. |
Available Languages | A list of languages your company uses to engage with customers. |
Country | The country where your head office resides. |
Address | The street name, number and city where your head office is located. |
Google Place | A textual identifier that uniquely identifies places. Learn more about Places API. |
Latitude | Forms part of the geographical coordinates of your company's head office. Enter the latitude in decimal degrees, for instance, 48.142296. |
Longitude | Forms part of the geographical coordinates of your company's head office. Enter the longitude in decimal degrees, for instance, 17.099812. |
Website | The URL of your company's official website. |
Time Zone | The primary time zone in which your company operates. |
Ledgers Time Zone | The time zone used when generating ledger entries. This affects the Date and Sale Date fields. |
Brand | Select a brand for your supplier account. |
Feedback Email Delay | The number of days after the travel date before customers receive an email requesting feedback about their experience. |
Booking Notification Email | The email address which receives all booking notifications. Add multiple addresses separated by a semicolon ( ; ). |
CC Every Email | Copies the booking notification email(s) on every booking notification sent to customers. |
Booking Notification Sources | Select which bookings sources trigger a notification. |
Minimum Terminal Version | The minimum required version of the terminal app to prevent sellers from starting a shift on an older version. |
Gift Tax Rates | Select the appropriate tax rate if a different tax rate applies to gift cards. |
Sequence | Sequences count orders, transactions and invoices. Select a primary sequence counter. |
Registry | Enables fiscal compliance but can also be used to register orders in an external system in real time. Select a primary supplier registry. |
Receipt | Select a receipt template to be printed after a booking is made on the terminal or sent to the customer's email address. |
Gift Receipt | Select a receipt template to be printed after a gift voucher is purchased on the terminal or sent to the customer's email address. |
Order Receipt | Select a receipt template to be printed after a purchase is made or sent to the customer's email address. |
Receipt Template | If you are using BOCA printers, select the appropriate BOCA receipt template. |
Gift Receipt Template | If you are using BOCA printers, select the appropriate BOCA gift receipt template. |
Enable Order Receipt Email | Send the order receipt to the customer's email address upon booking. |
Enable Order Confirmation Email | Send a confirmation email to customers when they book a product. |
Enable Order Cancellation Email | Send an email to customers about cancelled bookings. |
Enable Order Update Email | Send an email to customers about updates to their bookings. |
Enable Booking Reminder Email | Send a reminder to customers before the travel date. |
Enable Booking Feedback Email | Request feedback from customers after their experience. |
Enable Reseller Application Email | Receive notifications when resellers register on your sales portal. |
Enable Reseller Welcome Email | Send a welcome email to resellers when their agent accounts are activated. |
Enable Waiver Reminder Email | Remind customers to sign a waiver before redeeming their tickets. |
POS Gateway | Select the gateway used by terminal devices. |
COM Gateway | Select the gateway used by the web checkout. |
Moto Gateway | Select the gateway used by the sales portal. |
PayPal Gateway | Select an Adyen gateway configured to accept payment via PayPal. |
Require Ledger Codes | A ledger code must be created to cover all the accounts your company needs for its operation. |
Default Reseller Credit Limit | The default amount resellers can collect through the 'Bill to my account' payment method. This amount is entered in your default currency. |
Gift Card Min Amount | The minimum value of a gift card in your default currency. |
Gift Expiry | The gift card's expiration period in days, months or years. |
Gift Force Destination Match | Restrict gift card redemption to products located within the same destination where the gift card was purchased. |
Email Footer | Enter a footer text that is appended to automatic emails sent to your customers. The field can be formatted using Markdown. |
Billing Details | Information related to payments, including the supplier's address and payment method. |
Billing Terms | The conditions and timelines for payment, including due dates and penalties for late payments. |
Privacy Terms | Guidelines outlining how a customer's personal data is collected, used, stored and protected. |
Ventrata Column/Your Column | Rename Ventrata columns by using the label for the corresponding column as named in your ERP system. |
Gift Card Email Instructions | Information about the usage of gift cards issued by your company, appended at the bottom of the gift card receipt. Provide in each language variation. |
Key | A key is automatically generated with the supplier account, it is used to create tasks. |
Billable | Indicates whether your operation is billable by Ventrata. |
Plan | Displays on which plan your company signed up with Ventrata. |