A trip is the overall customer engagement. Inside it you build trip options - different priced versions of the same sale. Both the trip and each option move through statuses as work progresses.
Trip statuses
| Status | What it means |
|---|---|
| Inquiry | Customer has shown interest; you are gathering requirements |
| Costing | Building itinerary and supplier costs |
| Quoted | A quote has been sent to the customer |
| Confirmed | Customer accepted - you are preparing travel |
| Cancelled | The engagement ended without travel (or was voided) |
Trip option statuses
| Status | What it means |
|---|---|
| Draft | Still being planned |
| Costing | Costs are being added |
| Quoted | Priced and ready for the customer |
| Sent | Customer has received the quote |
| Confirmed | Customer chose this option |
| Cancelled | This version is no longer offered |
End-to-end flow
- 1
Inquiry - Create the trip, link a customer, and open the default option in the Trip Editor.
- 2
Planning - Add days, locations, and itinerary items. You do not need travel dates yet.
- 3
Costing - Add supplier services, enter rates, and link costs to itinerary items.
- 4
Quote - Preview the price, generate a quote document, and mark the option as Quoted or Sent.
- 5
Confirm - When the customer accepts, set the trip and option to Confirmed. Add travel dates when known.
- 6
Operations - Issue vouchers to suppliers, run operations checklists, and create purchase invoices.
- 7
Billing - Create the customer sales invoice, record payments, and review reports.
After you send a quote
Once an option is Quoted or Sent, changing prices may need a manager to approve - this protects what you already promised the customer.