Trip Quote (Smartpoint 10.0 and Later)

Saving and Retrieving Itineraries

In Trip Quote, you can save and retrieve up to 20 quote options, booked itineraries, and flight schedules.

Note: Saving records does not hold inventory or guarantee fares until the booking is finalized.
To save and retrieve itineraries, quote, and flight schedules:
  1. From the Quote, Booked Itinerary, or Flight Availability tabs, click Save for the desired quote or itinerary.

This example shows unbooked quotes. For quotes, you can save multiple combinations of the options in the quote as separate files.

The Save message is displayed. This example shows a Save Quote message, but the fields are the same for Save Booked Itinerary and Save Flight Schedule.

  1. Optional. Select Do you want to create a reference remark if you want to include the reference number and description as a remark in the PNR/Booking File. The Note remark displays CTQ REFERENCE and includes the reference number automatically assigned to this saved file.

    This reference number in the remark can also be used by other agents to retrieve the saved record.
  2. Optional. In Description, entire a title for the saved quote or itinerary.
  3. Click the Retrieve tab.

Tip! To see additional records, click Show More Options. You can also click Hide Filter Panel if you only want to see the record.

In the Type column:

F = Flight Availability

B = Booked Itinerary

Q = Quote

  1. Display a record, you can either:
  • Click the reference number in the Ref column of the Record list. Reference numbers are automatically generated by Smartpoint.
  • To access another agent's saved record, enter or scroll to the reference number in the Reference list, and then clicking Submit. Agents must be using the same PCC to access stored records for that PCC.

Tip! You cannot change a saved record. If your record requires changes, you will need to create a new quote, itinerary, or flight schedule.
  1. Optional for unbooked quotes. You can click the Book icon to book flight options directly the saved quote. Currently, this feature is not available for car or hotel options.

If there is more than one quote option a list displays,

Click the Book icon from the list.

A confirmation message is displayed.

And the flight option is booked in the PNR/Booking File.

  1. Optional. To delete saved records, select the desired records in the Remove column on the Records list, then click Remove.

  1. Optional. Save, send, or copy the displayed quote:
  • PDF to save the record as a PDF file, which can be attached to an email or text.
  • EMAIL to send the record as an email.
  • COPY to copy the record to the Windows clipboard.

Note: These features are available only for saved quotes. They are not currently available for saved booked itineraries or flight availabilities.

 

Tip! Click CANCEL to close the screen without any changes.