A Selling Channel is a named set of rules defining different methods of distribution, providing further control to who and how products are sold.

Channels can be set at a supplier or product level and a set of criteria provides unique access to specific service searches, on an agent by agent basis, to a group of agents or for a particular booking type.

If a Selling Channel is set at the supplier level it will apply to all product attached to your supplier. A Product Selling Channel, if set, will override Supplier Selling Channel rules.

NOTE: By default there is one Selling Channel pre-defined named: 'Default Selling Channel Availability' this is a system configuration and is required for Tourplan systems to operate.

Add Product Selling Channels

1. Make sure the Supplier has already been created (see Creating Suppliers).
2. If the Supplier is not already displayed, retrieve it (see Searching for Products or Suppliers).
3. When Product details are displayed on screen, select menu Product Details > Policies > Selling Channel Tab.
4. Click the Product Level button, and click Insert.

   

5. Add a Channel Name.

   

6. Select the Distribution Channels available for this Channel. Options are:Allow Webconnect Booking, Allow HostConnect Booking, and or Allow Tourplan Booking.

   

7. Configure selling criteria, by selecting Filter By rules.

   

8. Click Save to keep the changes.

   

9. Click Exit to discard any changes.

   

Channel Name

The Name of the Supplier Channel, this is a free text format to name the Channel. (The example above we have used a 'US Agents' Channel Name).

Distribution Channels

Defines one or more Distribution Channel methods. By default all three Distribution Channels will be checked.

The options available are:

• Allow WebConnect Booking - If checked this setting allows access to view and book product through webConnect. If un-checked product will not be available through webConnect for this channel.

• Allow HostConnect Booking - If checked this setting allows bookings through HostConnect. If un-checked product will not be available through HostConnect for this channel.

• Allow Tourplan Booking - If checked this setting allows users to view and book product in Tourplan. If un-checked product will not be available in Tourplan for this channel.

Setting selling channels will have no impact to the bookings the products are already used in.

Filter By

Agent

The 'Filter By' section provides the ability to select one or more Agents for this Selling Channel. By default this section will have "All" Agents selected.

Branch/Department

Organisations also have the ability to configure one or more Branch and/or Departments if the Selling Channel is to be made accessible for a particular group of bookings. By default this section will have "All" Branches and Departments selected.

Analysis Field Selections

The analysis field selections allow a cohort of Agents or Bookings with the ability to use the Selling Channel.

Agent Analysis Codes 1-6 - The top 6 Analysis fields are the Agent Analysis Codes.

Booking Analysis Codes 1-6 - The bottom 6 Analysis fields are the Booking Analysis Codes.

Multi select list of Analysis codes can be used to refine the Selling Channel if necessary. To expand the fields use the +, and to minimise the analysis list use the -.

NOTE: Analysis codes in the above screen capture are used for training purposes. Users company systems will have analysis fields and codes unique to their organisational requirements.

These codes must have been previously defined in the Code Setup application and attached to the Debtor (for Agent Analysis) and within a booking (for Booking Analysis). See the System Setup User Manual.