lib/quotes/. Agencies can turn the quotes module off.
Statuses
Click a status to see what it means and what can happen next. The open statuses aredraft, priced and sent. Options can be added and changed while the quote is draft or priced.
Building a quote
- Add an option from search results, a hotel’s rooms or the price-check step. An option keeps a snapshot of the offer, including its supplier reference and how long the supplier honours it.
- Extras (a transfer, a guide, insurance) are priced by hand by the agent.
- The selling price of an option can be overridden by the agent; it is then kept whatever the cost does.
- Guests: the party can change (previewed, then applied), and guests can be named ahead of booking.
Sending and versions
Sending a quote creates the client’s link. After it is sent, the agent can revise it: the quote reopens for the next version, and its prices are checked again straight away. Each version records what changed since the one before.Re-checking prices
Openpriced and sent quotes are checked with their suppliers, from the quote page, from the quote list for every quote at once, and every day by the quote job. An option whose price, terms or availability changed is flagged, and the agent can take the new price before the next version is sent.
The client’s link
The link at/q/<token> shows the quote as the client should see it: the agency’s look, the selling prices and the options, in the quote’s language. It never shows supplier names or costs, and it can be printed as a PDF. The client accepts one option there.
Converting an option to a booking
Converting uses the same four steps as a booking, with one difference in step 1: the page shows what changed since the option was quoted.
The booked offer must still be the quoted product; a refreshed supplier reference is fine, a different product is not. Once booked, the quote becomes
converted, records the booking’s reference, and the booking records the quote’s.
Closing
The daily quote job closes quotes whose check-in has arrived or whose agent deadline passed. A quote’s status is also worked out when it is read, so a quote past its deadline shows asexpired even before the job runs.