Travel Agent Rates control which Rate Types a Travel Agent can access when making reservations in RMS.

Overview

A Travel Agent is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

Travel Agent Rates allow you to restrict which Rate Types a specific Travel Agent can use. When enabled, the Travel Agent will only see and book with the Rate Types assigned to them, rather than the full list of available rates. This is useful for managing negotiated or contracted rates that should only be available to specific agents.

Negotiated or Contracted Rates can be set up as a Derived Rate Type to simplify setup and maintenance.

Activation

In the side menu of RMS, go to Setup > Property Options > General Information.

1. Navigate to the 'Reservation Options' tab.
2. Select the checkbox 'Use Rate Types for Agents'.
   Select the checkbox Allow Company/Travel Agent Access to All Non-Contracted Rates(Optional).
   • Option is only available if Use Rate Types for Agents or Use Rate Types for Companies is selected.
   Select the checkbox Show Rate Types Belonging To Either Company or Travel Agent(Optional).
   • Option is only available if both Use Rate Types for Travel Agents and use Rate Types for Companies are selected.

3. Select Save/Exit.
   

    

Setup

In the side menu of RMS, go to Setup > Travel Agent.

1. Select the Edit icon on an existing Travel Agent.
   
    
2. Navigate to the Rate Assignment tab.
3. Select Add.
   Select the checkbox Hide Rate on Correspondence. (Optional)
   
    
4. Select a Property.
5. Select the Rate Types.
6. Select the arrow icon to move the Rate Type to Selected Rate Types.
   Set up Validation Dates. (Optional)
7. Select Save/Exit.
8.