Carsolize Distribution PlatformTutorial presentation

Before You BeginPlease make sure you have the latest Silverlight plugin installed, it takes 1 minute

!! You will receive the notification automatically when you visit www.carsolize.com/agents

!! The system is best experienced in Internet Explorer, though all browsers are supported.

Logging InThe system can be accessed at: www.carsolize.com/agents

Input your credentials

Case sensitive

Can’t log in?Password retrieval and support

Input your USERNAME or your EMAIL and password will be send to you

Contact us for support

System layoutHow it all works

Getting started• Checklist• Admin - Management

• Company• Users• Contracts*• Markups• Obligo• Currency• Security roles• Translation*

• Booking– Hotel booking process– Car booking process– Flight booking process

• Order management• B2B2C management• Support

Checklist• Get acquainted with the system

– Your user comes with predefined admin level settings and test suppliers to search and book. Before creating your structure, look around and get the general impression on how things work.

• Set up your company– Update your company’s information, set up organizational structure, create security

roles for users, create users, define your supplier’s access credentials, setup markups, establish obligo control and update currency exchange rates

• Experiment– We suggest you to make various searches in the system, create bookings, see how every

aspects of the system are affected, issue vouchers and booking confirmations, cancel orders and export data for your accounting.

• Go Live!– Request your suppliers for live access credentials, add them to your contracts section

and update mark up definitions. You’re now good to start generating sales!

Admin - CompanyManage company structure

Manage company details and contact person info. Company details might be used for vouchers

Save changes

Add or remove organizational units

Disable access (of sub-branches)

Add your logo in JPEG/JPG formats

“Node” is an entity in the system, it can be a branch, affiliate or user. In “Company” screen nodes are commercial entities

Admin - UsersManage and configure user accounts

Manage user info

Save changes

Add or remove users for selected unit. User must have unique usernames. If a user is removed, same username CAN’T be used

Disable access Hide supplier details

!! Advance user configuration shown in next slides

In “Users” screen, nodes are user entities

Set default user interface language

Check user online status

Admin - UsersManage and configure web user accounts

To create a “web” user - to provide your agent with online booking engine, you need to create a “web id”

Web user can be configured just as “agent user” in terms of it’s behavior and preferences

Admin – Web Users IBE for B2B2CGenerating a JS booking widget

<script src="http://www.gimmonix.com/cl/client.js?siteid=a4317c65-f4f1-2050-666e-d76cd0fe73f0&lang=EN&currency=USD&ver=1.0" type="text/javascript"></script>

All you need to do is provide your agent with this script, which will generate search and booking pages on his website!

The script will load search results and booking pages to complete the booking process without leaving the agent website!

Admin - UsersAdvanced user configuration

Change password

Unlock user

Send password to email

Assign user profile

Manage user rules

Set user languageView user login activity and online status

!! When working with user profiles and manual rules, please note – Manual rules ALWAYS override profiles, even if are unchecked.

Admin - ContractsManage supplier access credentials

Manage access credentials

Add, remove, save and disable accounts

Choose service type and supplier to manage

Mark V for Gross suppliers

Default search currency for specific supplier account

Admin - MarkupsManage markups on all user and unit levels

Choose service type, and node: branch or user

Mark V for suppliers available to this unit/user

Total mark-up calculationSuppliers available to this user

Save configuration

Apply commissions to all levels

Admin - MarkupsManage markups on all user and unit levels

Mark up in flat fee or %Will show unit markup to NET price

Save configurationMark V for suppliers available to this unit/user

Total mark-up calculation ON this level

Mark up in flat fee or %Will show user profit/mark up/commission

Define commissions in flat or %

Limit max markup rate for all nodesTotal mark-up calculation FOR this level

This part defines how much mark up you’d like to add to original price, prior to agent/branch

Admin – Obligo/DepositsManage financial exposure and rules

Save configuration and updates

Choose service type and node/user to manage

Setup available obligo/credit line

Configure calculation method to subtract and add purchases to obligo.

There are 4 available methods:

1.Full price of all bookings2.Full price X days prior to cancelation policy date start3.Max cancelation policy4.Cancelation policy rate applied X days prior to CXL start date

Add received payment to reduce credit and paid payments to reduce debt

How much agents/agencies owe you

How much you own to suppliers based on your calculation method

Obligations to go into effect in the future

Admin – CurrencyControl currency exchange rates for each user/branch

Click on a selected rate to modify: Bank rate, bank+flat fee, bank+ %, or work with standard rates. By default, all sub-branches inherit the specifications of their parent.

Apply configuration Reset rate to default

!! By default, all users use “inherit from bank” option

Admin – Security ProfilesCreate profile templates for user access and behavior (eg. agents, sub-agents, affiliates..)

Modify existing role profileSave configuration

Create new profile

DashboardGet used to the idea of multi tabbing

You can open several of the same or different tabs to continue working on several processes at the same time

Starting a New Hotel SearchThe booking tab

1 – Open a new booking tab 2 – Choose destination 3 – Choose currency

4 – Choose dates 5 – Choose # of rooms and PAXes

6 – Choose customer residency

Starting a New Hotel SearchThe booking tab

7 – Advanced search options 8 – Validation messages 9 – Please wait

* Booking as a different user (optional)* Order Management will state who booked the segment

Search for separate beds

Search Results4 available view layouts, endless possibilities

Grid view

Package view

Map view

Switch between view modes

Map/package view

Search Results - FilteringFilter by any value or combination of parameters

Advanced filter

Advanced options

Switch between view modes

New search

“Filter on!” - notification

- View available only- Filter by name or address- Reset filter and sorting- View special offers- View selected hotels only

Search Results - SortingSort by all available parameters

Click on column name to sort

Choose sort type for package view

Search Results – Selected ItemsWorking with selected hotels

Select the hotels on Grid or Package views

Apply the “view selected” filter

Work with selected hotels in Package and Map views

To view all hotels reset the filter. To clear the current selection click on the X.

Browsing Available RoomsSee offer details for each hotel – on Grid view

Click on the ‘+’ icon to expand

Available or on request

Includes meals?

Supplier logoRoom type, class, basis

Price in selected currency

View cancellation policy

View destination content

View original supplier definitions and values by placing the mouse over room details

Search Results – Additional DetailsHotel related information

Cancellation Policy

Destination Content

Hotel Details

Hotel Booking ScreenOne-step process

Hotel details

Passengers Booking remarksLead customer details for the CRM

Payment options

Financial summaryReturn to results screen

Accept booking conditions

Credit card payment when applicable

Essential info from Hotel/Supplier

Hotel BookingPrice modification

Work on predefined markups or control the booking price and determine your profit

Hotel BookingBooking confirmation

Supplier Reference ID and Cancellation Policy

System IDs

Starting a New Car SearchThe booking tab

1 – Open a new booking tab 2 – Choose destination 3 – Choose currency

4 – Choose dates 5 – State driver age 6 – Choose customer residency

Search ResultsAll cars presented in single view

Click on any column name to sort

Search Results - FilteringFilter by any value or combination of parameters

Advanced filter

Advanced options

New search

- Filter by ACRISS code- Filter by car model/name- Reset filter and sorting- View selected items

“Filter on!” - notification

Search Results – Car DetailsCar/supplier related information

Rental package detailsRental terms

Car extras

Car Booking ScreenOne-step process

Car details

Driver details

Booking remarksLead customer details for the CRM

Payment options

Financial summary

Return to results screen

Accept booking conditions

Credit card payment when applicable

Extras booking

Car BookingBooking confirmation

Supplier Reference ID and Cancellation Policy

System IDs

Flight Booking beta

Major GDS, low cost and consolidators – One way, Return and OpenJaw

Search for departure and arrival points by IATA code or destination name

Choose routing type: OneWay, OpenJaw, Add return flight

Advanced flight search options

Search Results beta

Flight results in a grid view

Click on any column name to sort

Compare pricing across GDS systems or consolidators

Order ManagementView, sort, filter and manage orders

Order management in grid view

Order management in extended view

Switch between view modes

Sorting and filtering orders

Order ManagementManage orders and segments

Order summary (including all segments)Cancel segmentCheck status Issue voucher

Room and passenger detailsAgent remarksEssential information from supplier

Payment detailsBooking information Financial

information

!! Select segment to perform actions

Order ManagementPerforming actions

Cancel segment

Check status

Issue voucher

!! Select segment to perform actions

Issue confirmation

Export sales reportExport financial report

Confirmation and voucher can be saved as a PDF file or emailed to recipient

CustomizationPrivate label – your own “look and feel”

Your logo and background images+ Custom login page under your URL

Custom SMTP service

SupportSometimes its easier to see it in action

Tutorial videos and walkthroughs

It’s all about access to resources Suppliers we’ve integrated so far or are to be available soon

Thank You Please contact us for more details

sales@carsolize.com or www.carsolize.com/contact