Trip Quote (Smartpoint 10.0 and Later)

Creating Booked Itineraries

You can email booked itineraries to travelers with selected details. You can customize the display, and create separate itinerary displays for each traveler in a multi-traveler booking.

To create a booked itinerary:
  1. Book or retrieve a booked PNR/Booking File.

    Tip! You can also book an existing quote option directly from the Quote tab, or book a saved quote from the Retrieve tab.

  2. Open the Trip Quote basket.

  3. In the Trip Quotes and Itineraries window, click the Booked itinerary tab to display the booked itinerary segments.

    Tip! At any time, you can refresh or save changes to the booked itinerary.

  4. Optional. Click Mark-up/down to add or edit fees or other fare changes.

  5. Optional. Click Passenger to choose which passengers to display for the itinerary. With this feature, you can send separate itinerary information to each passenger in the booking.

  6. Optional. In the Segments section, select or clear the desired segments to display. For example, you can clear the hotel segment to display only the air segments in the itinerary.

    Tip! In Smartpoint 11.0, support for Text, Paid, and Due segments was added to Trip Quote.

  7. Optional.Customize the display for this itinerary, including language, time format, theme, color scheme, and fonts.

  8. Optional. In Reservation Information, select from the available display options.

    Tip! Click Show More Options to expand the list of segments and Reservation Information options. You can also click Hide Filter Panel if you only want to see the itinerary.

  9. You can refresh at any time, but be sure to click Refresh preview or the REFRESH button after you complete all changes.
  10. After your itinerary is ready, you can click:
    • Save to save the current itinerary to retrieve later.

    • PDF to save the itinerary as a PDF file, which can be attached to an email or text.

    • EMAIL to send the itinerary as an email.

    • COPY to copy the itinerary to the Windows clipboard.

    • CANCEL to close the screen without any changes.

    Tip! In Smartpoint 11.0 and later, you can choose to save to PDF, email, or copy either grouped or separate itineraries.