Bookings

• Orders

  An order is the top layer of the booking hierarchy in that an order can have multiple bookings, while a booking can contain multiple tickets. Orders Bookings - Orders Default Columns The Orders subsection lists all existing reservations, using the following default columns: Customer - shows the name of the person for whom the order was made Order Reference - shows a uniquePopular

• Gifts

  The Gifts page provides an overview of all your Gift Cards. Gifts Bookings - Gifts Default Columns The Gifts subsection lists all gift cards, using the following default columns: Customer - shows the name of the person who bought the gift card Recipient - shows the name of the person for whom the gift card was bought Reference - 8-characterFew readers

• Customers

  Customers is essentially a database of your customers' contact information gathered from bookings made by or for the customer, or manually added customers using the Ventrata dashboard interface. Customers Bookings - Customers Default Columns Customer First Name - first (and middle) name of the customer Customer Last Name - last (family) name of the customer Customer Email - a vFew readers

• Booking Level

  Booking Level refers to the booking detail, which appears when you select a specific booking on the Bookings page. Bookings - Booking Level The booking detail can be divided into several sections: Header Customer Information - change these by pressing the in the top left corner and add or change the following customer fiFew readers

• Extra Upgrades

  Extras are non-booking items, such as a mugs as souvenirs. They have their own price and are always sold with a booking. Extra Upgrades Bookings - Extra Upgrades Default Columns Customer - shows the name of the person for whom the booking was made Status - refers to the current status of a booking:Few readers

• Adjustments

  Price adjustments are changes to the price of a product to match the prices on the market, or because a custom price may be needed for a specific type of booking. Adjustments Bookings - Adjustments Default Columns Customer - shows the name ofFew readers

• Item Purchases

  For operations that run stores, the Ventrata dashboard offers a view of all item purchases, or retail items, that are sold. Unlike bookings, retail items have no travel date, expiry or capacity descriptors. Item Purchases Bookings - Item Purchases Default Columns The Item Purchases subsection lists all purchased items, using the following default columns: Product - shows the name of the pFew readers

• Bookings

  Bookings houses all of your reservations, item or gift purchases, and keeps record of your customers and resource allocations. Access it from the Bookings tab in the navigation. Bookings contains 9 subsections: Bookings Tickets Orders Tasks Extra Upgrades Item Purchases Adjustments (/en/article/adjusPopular

• Tickets

  An ticket is the bottom layer of the booking hierarchy in that an order can have multiple bookings, while a booking can contain multiple tickets. Tickets Bookings - Tickets Default Columns Customer - shows the name of the person for whom the booking was made Status - refers to the current status of a booking:Popular

• Tasks

  The Ventrata dashboard offers multiple ways to manage bookings, be it from the booking level or from the navigation tab, using one of the subsections under Bookings . In this article you will learn how to create and manage tasks, either associated with a booking or standalone tasks. The below matrix specifies how different levels of users can utilise tasks. |Popular

Web Checkouts

• Web Checkouts

  This section consist of the following subsections: Checkouts Pages Articles Events Checkouts To create a new checkout use + New Checkout button located at the right top of the page. You will get an option to fill in the following information (note that not all of it is required): Name Channel - e.g. Web Search - if you want to have a search bPopular

Pricing

• Pricing

  Pricing is your product rate sheet. Here you’ll be able to set prices by product, source, reseller band, season, etc. It has three main modes which you can select at the left top of the page: Retail Pricing - the price paid by customers per ticket Strike Price - the original price crossed out Cost Rates - the cost to you per ticket Adding pricing is always easier in a spreadPopular

Activity

• Notifications

  Notifications are automatic email or SMS messages to your team regarding various updates related to bookings, changes in inventory levels, updates to product availability or fares, or messages from your team members in the field. Create New Notification In the Ventrata dashboard, go to Activity Notifications. Activity - NotificationFew readers

• Activity

  Activity is a section of your account where you can find a log of all the changes made to your account. An activity log is actually present in all parts of Ventrata. Whenever you create, delete or make a change, Ventrata logs everything. You can see this in action in: Bookings Products Resellers ... Activity section is divided into three subsections: ComSome readers

Dashboard

• Dashboard

  The Dashboard is top level view of your account. This is where the most important metrics over a period appear. Dashboard allows you to see your current and past Sales, all divided according to specific tiers of customer (totalled by PAX). It consists of two main tabs called DASHBOARD and COMPARISON. The first tab is Revenue and PAX, the second a comparison of similar period from before. The tabs may be customised to reflect particular information you are looking fPopular

• Redeem Voucher Code

  Redeem voucher codes using the Ventrata dashboard or sales portal. Ventrata Dashboard Log in to your Ventrata dashboard account. Click on the + New Order button in the top navigation. + New Order 3. Select Redeem Voucher Code. New Order - Redeem Voucher Code (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/screenshot-2023-12-28-at-17181r14rFew readers

Resellers

• Portals

  Sales portals (also known as Concierge portals) are a comfortable way to sell your products in Concierge mode from the web. You have the option to set up multiple portals for different users - internal staff, your partners and yourself, all while retaining oversight over your and your collaborators' activities. To set up a sales portal, log into the Ventrata dashboard and follow these steps:Few readers

• Invoices

  Invoices This section shows an overview of your Invoices to the resellers with he following default columns: Status Paid Overdue - marked as confirmed, but not paid within the marked due date Confirmed - after creating a draft and seeing that everything is ok, you confirm the invoice. It can then be sent to the reseller Draft Void Un-invoiced Reference - the unique number of the invoice Reseller - a third-party selling yourFew readers

• Reclaims

  Reclaims This section shows an overview of your Reclaims with the following default columns: Reseller Amount Invoice Status (Paid, Overdue, Confirmed, Draft, Un-invoiced) Reference You may show also Invoice columns by using the Show Columns button. A reclaim is an adjustment for an invoice you can add or subtract from an invoice. Say you had to do a partial refund or got a chargeback and you want to deduct part of the reseller commission. You add aFew readers

• Top-ups

  Top-ups This section shows an overview of your Top-ups. The idea is to allow for resellers whose credit limit has been hit to continue selling. Otherwise the reseller would not be able to sell on credit. Credit is when the reseller collects money with cash. You may find the following default columns here: Reference Status: Complete - the payment is confirmed and no balance is due Active - means its confirmed and in use Paid - unconfirmed Pending - thFew readers

• Vouchers

  Vouchers This section shows an overview of your Vouchers with the following default columns: Reference Active Reseller Product Tier Scheme Bill Gap Codes Redeemed Price Notes You may add also: Currency Check Digit Range Start Range End Remaining Valid From Valid To Option Destination Settlement (Voucher, Deposit, Deferred) (https://storage.crisp.chat/usFew readers

• Rewards

  Rewards The idea of rewards is that concierges can collect points instead of money. These can be redeemed with gift cards. The benefit is twofold: you don’t pay taxes on commission as you’re not moving money, and you can deduct the cost as a business expense. This motivational section shows Rewards for resellers obtained for selling your products. It contains following subsections: Rewards Collections Leaderboard (https://storage.crisp.chat/users/helpdesk/website/fFew readers

• Bands

  Bands Bands are how Ventrata structures commissions for Resellers. You can edit the commission on the reseller itself, but an operation often has resellers numbering in the thousands. Because most will have the same commission structure, Ventrata operates with Bands. See the article about Bands for more information.Few readers

• Reseller Level

  Reseller Level If you click on particular reseller, you can see the following information: Details Agents Outlets Branding Comments Reseller Commission Retail Pricing Cost Rates Details In this section you may find a summary of some details, such as: Name City Connect Agent ID OCTO API Token Category Allow ReFew readers

• Resellers

  In this section of your account you can find all the subjects reselling your products, such as hotels, OTAs etc. It’s divided into the following subsections: Resellers Agents Bands Reclaims Top-ups Batches Invoices Vouchers RPopular

• Agents

  Agents In this section you may find an overview of all the agents with the following default information: Name - of the agent Reseller - who the agent works for Active - whether they are active or not Admin - whether they have admin rights Email Last Login Date Creation Date Note that all columns can easily be filtered by clicking on them. You may alsPopular

Supplier Settings

• Gateways

  This is a place to set up your payment gateways. We use: Handpoint Adyen Valitor Digio Pax External Stripe Worldpay Paypal Cardlink Peach Tmt Nepting Bridgepay Vivawallet Realex This is a complex and specific process, please contact your account manager for support on how to setup a payment gatewaFew readers

• Ledger Codes

  We're working on the content for this article...Few readers

• Supplier Settings

  Supplier Settings This subsection contains a basic settings of your account. You may find the following tabs here: Supplier Details Branding City Connect Fonts English (or whatever language you have enabled) Supplier Details In this tab you can see an overview of some important information regarding the supplier. There is even more behind Edit DetailsPopular

Ticket Terminals

• Locations

  Locations In this section you can see an overview of your Locations. A location is an area where your products are being sold. It's the tool to segment your direct sales, through street sellers or Box Offices. You may see the following defaults columns here: Name Virtual - yes / no Channel Latitude Longitude You may also add Gateway via Show Columns button. (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/vystrizekpng1x7wFew readers

• Sellers

  Sellers In this section you may see an overview of your sellers with the following details: Name - of the seller Locations - to which the seller is assigned to Active - yes / no Seller - yes / no. Whether a particular person has this function Guide - yes / no. Whether a particular person has this function Driver - yes / no. Whether a particular person has this function (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/vystrizekpngFew readers

• Print Errors

  Print Erros In this section you can see the log of all the print errors, which ocurred on your payment terminals. You can see the following default columns here: Error Shift Seller Shift Location Product Creation Date Creation TIme And you can add 2 more - Shift and Terminal. You can Export the content to CSV and Excel or Generate Report as well. (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/vystrizekpngh96oeFew readers

• Targets

  Targets Targets are the motivational commission structure for sellers. It’s divided into two subsections: Sales Targets Target Commissions In Sales Targets section you can see an overview of the targets you set. It consists of Location and a calendar, where you set value of a target for particular days. In Target Commissions section you create a target itself viaFew readers

• Duty

  Duty In this section you can see an overview of duties. This is so that drivers have to tell you where they’re driving. For example, Red Line may be a duty, and Bus 4 may be a vehicle Use + New Duty to create a duty with the following details: Name Vehicles JobsFew readers

• Scans

  Scans Here you can find information about scans of vouchers. Vouchers are allocations of barcodes that are recognised by the system and they are instantly redeemable when scanned. In this subsection you can see an overview of all scans made by individual sellers with the following information: Scanned by - the seller Product - the scanned product Ticket Barcode - a unique ticket code Ticket Type - the tier of customer Action - the purpose of the scanning (eitheFew readers

• Shift Adjustments

  Shift Adjustments This section is a log of all the transaction adjustments done during Reconciliation process. You can see default columns: Reason - for transaction adjustment Cash - adjusted amount Card - adjusted amount Voucher - adjusted amount Other - adjusted amount Seller Destination DateFew readers

• Configs

  Configs In this section you can add a type of device you want to configure and then assign it to a terminal(s). To do that just use + New Config button. MTP Commentary - commentary audio in the buses Teltonika GPS - GPS location via Teltonika routers Custom printer - any printer connected via IP Zenbus - service for tracking bus locationsFew readers

• Shifts

  Ticket Terminals is a section of your account where you can find information about: Shifts Shift Adjustments Scans Terminals Locations Duties Sellers Targets (/en/article/terminals-lPopular

• Terminals

  Terminals In this section you can see an overview of all your ticket terminals. On the top of the screen you can see 3 pie charts: Device - types of devices you are using Version - of the Ventrata application OS - operating system Below you can find a list of all your devices with the following information: Name - of particular device Activated - yes / noPopular

• Messages

  Messages Ventrata allows for a limited communication between the operation and the terminals, so you can send messages to individual sellers or to a particular location directly via Ventrata dashboard. The communication can also happen from terminal to operation. For more information about Messages see the article Communication with Sellers. (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/vystrizekpngmz830i.pngPopular

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Transactions

• Transactions

  In this section of your account you can find information about: Transactions Transfers Disputes Ledgers Transactions This section contains a list of all your Transactions. You may find the following default columns there: Action - this refers to a specific action taken: Payment - a payment made Refund - a refund from payment Payout - an amount paid out to a reseller through an invoice Dispute - an amount disputed via a chPopular

Products

• Products

  The Products section encompasses the settings required to create a comprehensive portfolio of products. Navigate to this page from the Products tab in the menu. Products contains the following subsections: Products Options Units Availabilities Closures Rates Items (/en/articlPopular

• Resource Allocations

  Resource Allocations is an overview of allocated resources across all your bookings where resources where assigned. Resource Allocations Bookings - Resource Allocations Default Columns Customer - shows the name of the person for wSome readers

• Operator & Barcodes

  We will be going through the steps for creating an operator, importing barcodes received from the operator, and enabling a product to use these imported barcodes. Creating an operator Select Products Operators + New operator (leave the default checked values as is) Please fill in the following fields Name, Email ( used to login to the operator portal), Password & Password Confirmation ( used to login to the operator portal) (https://storage.crisp.chat/uFew readers

• Categories

  Categories Categories serve the purpose of sorting products on a webpage. You can also assign these to any sales channel. If you create a category, you may attach it to particular products in order to group them together, e.g. London Tours, Night Tours, and Hop-On Hop-Off Tours. You may also feature a specific category on a website. To do so, go to the Web Checkout details and select Featured Category, which will be shown on the homepage. All Products Category then serves for sortinFew readers

• Email Templates

  Email Templates You can customise the following default email templates: Reseller Welcome Email Reseller Application Email Booking Feedback Email Booking Reminder Email Order Update Email Order Cancellation Email Order Confirmation Email Order Recovery Email Or you can create your own via + New Email Template button.Few readers

• Destinations

  Destinations Destinations allow you to split your websites into several separate ones if needed. For example, if you are operating more than one business, or in more than one country, region or city - each with different products, resellers, etc. Basically a destination is like a company that owns a product. To create new destination, use the + New Destination button and set the following: Default Language Available Languages Name Page Title DescriptionFew readers

• Waivers

  Waivers A waiver is an essential document that informs participants of the risks involved in certain activities and also protects you from liability. You may create a waiver and assign it to selected products. Customer will receive it in the email along with booking confirmation and has to complete it. To create a new waiver use + New Waiver button: Name Conditions - displayedFew readers

• Campaigns

  Campaigns You can send email campaigns to your customers. All you need to do to access + New Campaign is to create a Mailjet account first, so we may associate it in Supplier Settings. When creating a new campaign, set the following: Name Active - yes or no Mailjet Template - created at app.mailjet.com/docs/templates Promotion Scheduled - yes or no Time period - how many (Days/ Hours/ Minutes) Before/ After (Travel Date/ Booking Date/ RedemptionFew readers

• Items

  Items This section shows an overview of your Items, which refer to retail purchases, with the following default columns: Name Category - such as soft drinks, etc. These items were never made to be sold through the web checkout, so the categories are to divide the items on the terminals and back office Active - whether this item is available for sale or not Code - SKU codes (for example, bags of crisps are ordered from a wholesaler and have a code like CRI77) DestiFew readers

• Tax Rates

  Tax Rates This is a place for creation of preset taxes, which apply to your items and products. You can find the following default columns here: Name Optional - whether the tax is optional or mandatory Percentage - whether it’s % or fixed value Products - how many is affected by this tax Items - how many is affected by this tax Tiers - Adult, Child… YouFew readers

• Barcodes

  Barcodes Here you can see an overview of your Barcodes. We use this for when a third-party operator, such as Universal Studios, sends a client a spreadsheet of barcodes because they want those barcodes ONLY to be on the tickets the client sells. You can find the following default columns here: Label - a name. Such as Universal Studios Adult September Operators - a third-party supplier who provides the barcodes to be printed Product Scheme - how the barcodes wFew readers

• Templates

  Templates To create a new template use + New Template button and set: Name For - whether the template is for Bookings, Tickets, Both or Gift Vouchers Width in PDF Points (1/72 inch) Height in PDF Points (1/72 inch) Tags - for filtering purposes Languages Statuses - when the template applies Sources - when the template applies Settlement Methods - when the template applies Product Destination Reseller Destination (hFew readers

• Receipts

  Receipts To create a new receipt use + New Receipt button. Set it’s name and use the following editing tools on a drag and drop principle: Text - add a normal text field Bold Text - add a bold text field Big Text - add a big text field Split Text - add a split text field (left and right text field) Supplier Logo - add a logo (uploaded in supplier setting) Product Logo - add a logo (uploaded in product -branding) Add Image - upload an image BFew readers

• Rates

  Rates Here you can see an overview of all your Rates. The main default columns are: Type - Retail, Commission, Wholesale, Cost, Strike Product Currency Adult Child Score - works in a same way as for Closures Via Show Columns button you may add also: Operator Extra Include Voucher Promotion Fare TourFew readers

• Itineraries

  Itineraries This is like a list of points of interest on a Google Map that you can add the checkout to. It is a requirement of Reserve with Google. To create a new itinerary use + New Itinerary button and set: Name - of the itinerary Destination Weight - this affects the default order of the items Name - of the itinerary item Purpose - Starting Point/ Event/ Point of Interest/ Ending Point Description Address - it needs to have google place IDFew readers

• Closures

  Closures You may set closures in a similar way to opening hours, through the + New Closure button. The difference is that you are choosing Date From and Date To, instead of time and that you may also state the reason for the closure. Closures will affect selected Sources on selected Weekdays everywhere and close availability for those travel dates. Products will not be on sale for that period. You can add a closure to an Option and Tour. This is for cases where aFew readers

• Questions

  Questions These are custom questions for customers, which will appear during a checkout. To create one use + New Question button and fill in the following: Label - the question itself Hint - bellow the question Options - options allow you to set available answers, leave this empty and the answer field will be a plain text box Required - if the question is not answered, the booking cannot continue On - whether it’s for whole Booking or each Ticket individuallFew readers

• Operators

  Operators These are suppliers that operate third-party products. They exist as a section so you can: Add an API endpoint to connect directly to them Insert bulk codes from the attraction in case it doesn’t have API connectivity You can see the following default columns: Name Contact Email Telephone API Account You may add also Address via Show Columns button. (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/vystrizekpngFew readers

• Operator Invoices

  Operator Invoices This is an overview of the receipts generated for operators so that you can check how much you owe them. All the columns you can se here are: Operator - the name of the operator Reference - of the invoice Total - owed amount Notes - yours To raise an invoice go to Bookings -Bookings and select the desired ones. Then choose "Operator Invoice"Few readers

• Seasons

  Seasons Seasons affect availability and pricing. Once you create a season, you may adjust it’s Rates (in the product details, in Pricing tab, or in commission Bands for resellers). You may also adjust the Availability of affected products. If you want to create a new season, use + New Season button and fill in the following: Name Operator - if any Starts onFew readers

• Stocks

  Stocks Here you can find an overview of your items in particular locations. Default columns: Item Quantity Location Active - yes or no Due On - for items that have an expiry date (like consumables) You may use Saved Searches, Export and Generate Report as usual. To add a new stock use + New Stock button and set: Quantity Due onFew readers

• Notices

  Notices Notices are mostly used for service notices for products, which you get before booking. It can be also used to advertise promotions or new things about the tour. To create one use + New Notice button and set the desired fields from the following: Starts on Ends on (inclusive) Sources Reseller Destination Promotion Gift Voucher Product Tour Confirmation Email Manifest Title URL Cover Image BodyFew readers

• Product Level

  Product Level is the product page which contains product settings such as tickets, rates, tour times or availability. Each setting is placed in logical containers, easily accessible from the product level. Product details Change the product definition by pressing the icon in the left corner, or press the icon to delete the product. Header (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/screenshot-2024-03Popular

• Availabilities

  Availabilities These are availability variations. If you change the availability for a particular product (date, month, option, tour, source, group, season) the system will automatically create a variation here. This section shows an overview of your variations with the following default columns: Product Group Open - whether the availability is open or closed Capacity Score - the higher the more general, indicate which one gets applied if two different availabiPopular

• Promotions

  Promotions Promotions are discounts for customers related to specific products, with the following columns: Name Codes - number of promotions codes tobe used Discount - the type and discount value You may add new columns to a search, or remove current ones by using the Show Columns button: Public - yes or no Start Date Start Time End DatePopular

• Groups

  Groups Groups are used to share buses between two different products on the same route. Passengers are distributed between them according to free seats. To create a group use + New Group button and set: Name Active - yes or no Default Capacity Open - yes or no Exclusive - if a group is booked once then it is not bookable by anyone else, the first people toPopular

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Calendar

• Calendar

  Calendar is the section of your account where you can find actual availabilities of your products. At the top of the page you can filter the calendar by: Products Resellers Groups Guides Date Days Weeks You may also select Hide empty, Hide closed, Hide packages, add or hide other columns and Add Manifest. If you do any changes toPopular

Connections

• Connections, Webhooks, Mappings

  Connections This is where all our API connections are going. Currently in development. Webhooks This is like an api that you create for one event, it has been implemented to Ventrata. So say you create a webhook on a flight departure. The airline will update information on that flight departure and you get a notification of changes. But it can also be another event like price, like gettingFew readers

• Batches

  Batches Batches are used to pre-authorise reseller sales. They are like vouchers except without the product and number of tickets being pre-set. It’s like a shortcut to a reseller voucher but without the product / tier. It automatically opens up the reseller voucher flow for a given reseller but you still have to choose the product and tiers. With Vouchers you need to specify the tier and the number of tickets per voucher. You can see the following default columns here: Active RanPopular

Pickups

• Routes

  Routes In this subsection you can see an overview of all of your routes with the following information: Name Group - resources with availability (for example bus, van, etc), can be shared between tours Area - the area this route is in (you set that) Duplicate - if you need a similar route for a different time Export - exports this route (CSV file) Routes are different collections of hotels in a set order and with set times that the driver picks up your customerFew readers

• Dispatches

  Dispatches In this subsection you can see an overview of all of your dispatches with the following information: Name Pickup Date Destination Area Driver PAX - the amount of passengers for a dispatch You may use Show Columns, Saved Searches, Export, Bulk Actions (PrintAll) and Generate Report here as usual. To create a new dispatFew readers

• Pickups

  Pickups is the section of Ventrata where you can add pickup routes to tours. Ventrata has a pickup engine that will automatically give the client a location for pickup and assign it to a dispatch for your drivers (given a hotel pickup). It’s basic components are hotels and pickups and these form a route. The sections under Pickups are: Pickups Routes Dispatches Pickups In this subsection you can sePopular