【Sales】HERP4.0 Operation Manual

Version：(v. 1.0)
Updated Time：2024-12-8

Table of Contents

简介

	功能	功能简述
1	Quotation	【Add】Add a new quotation for the client 【Query】Query quotation forms according to specified conditions. 【Edit】Edit the quotation, only editable when saved but not submitted for review. 【Copy】Create a duplicate quote for quick quoting of the same customer. 【Create Group】For quotations that have been submitted for review and have a status of "Approved", you can perform a "create group" operation, a group will be created base on the quotation information.
2	Clue Management	【Add】Update the obtained clues in the system for future tracking and management. 【Query】Query clue forms according to specified conditions. 【Convert】Convert the Clue into a customer after confirming that the client is willing to place an order or accept quotations for consideration. 【Batch Transfer】Transfer the person in charge of the clue to another colleague for work adjustment. 【Batch transfer to clue pool】Transfer the clues you can't follow up on into the clue pool, so others can take them.
3	Clue Pool	【Claim】Take the Clue in the clue pool to follow up 【Distribute】Assign the clues to other people, and the person assigned will be responsible for following up. 【Batch Claim】Select and claim clues in pool, to be followed up by yourself
4	Customer Management	【Add】Adding new customers in the system, and after review by the BM, quotations and group bookings can be processed. 【Query】Query customer according to specified conditions. 【Edit】Edit and update the existing customer's information, including payment details, invoicing details, contact person, and the sales person. 【Add Clue】Business opportunities can be created for customers, and quotations can be made based on these opportunities later. 【Batch Transfer】Select customers and change their responsible person when needed. 【Transfer to cumstomer pool】Select customers and transfer them to the customer pool, making them visible in the public sea so that salespeople who need them can claim them.
5	Customer Pool	【Query】Query customers according to specified conditions. 【Claim】Claim the customer to follow up. 【Ditribute】Assign the customer to someone else, and the person assigned will be responsible for follow-up. 【Batch Claim】Select customers in bulk and take responsibility for following up with them.
6	Business Opportunities	【Add】Add new business opportunities for specific customers to follow up with. 【Query】Query business opportunities according to specified conditions. 【Edit】Edit business opportunity, update business opportunity information
7	Inquiry	【Initiate an inquiry】Initiate an inquiry for a single resource, the inquiry initiated here will not be associated with any group or quotation. 【Type filtering】Filter the inquiry form by resource type 【Business/Group Association】If the inquiry initiated was not previously associated with a group or quotation, it can be retroactively linked after the inquiry. 【Inquiry Cancellation】If the quotation task has not been completed, it can be canceled. After cancellation, the operator will receive a notification and stop executing the related task. 【See more】Check the detailed results of the completed inquiries
8	No Contract Application	【Add】Create a new application which will enter the approval process upon creation 【Query】Query Applications according to specified conditions.
9	Group Managment	【Query】Query groups according to specified conditions. 【Copy】Copy group information for edit 【Cancel Group】Canceling the group will also cancel all tasks related to the group. The cancellation of the group needs approval. 【Receivable Calculation】Calculate the receivables for the current group and generation of a receivables invoice base on the calculation. 【送签】更新对应团组的送签信息，每次上传均会记录为一次送签信息，请不要重复上传，如果重复上传请更新【出签】更新对应团组的出签信息，每次上传均会被视作最新的出签总数，请以总数上传【封团】人工操作对团组进行封团处理，仅在无法自动封团时使用【团组详情页】查看团组的详情，包含团组相关的全部信息（基础信息、报价信息、询价记录、资源任务、财务信息等）。同时，如果需要对团组信息进行编辑、任务进行确认等操作，也需要在详情页进行。
10	反封团申请	【反封团申请】在需要时提交新的反封团申请，提交后会进入审批流程【查询】按照指定条件查询反封团记录
11	反结团申请	【反结团申请】在需要时，提交新的反结团申请，提交后会进入审批流程【查询】按照指定条件查询反结团记录
12	应收管理	13	收退款单作废申请	14	收款/退款单	15	收款单明细	16	退款单明细	17	发票管理	18	未下单情况

一.编写目的

方便用户使用HERP 4.0系统，快速了解系统及本公司业务流程。

Tips：同时按住【ctrl+f】可打开搜索，快速找到想看的功能说明

二.术语说明

线索：潜在的客户，尚未正式成为客户但是有商业机会可以跟踪
客户：正式的客户，可以创建商机、报价、或下团(新客户需要审批通过后才可进行这些操作)
商机：商业机会，针对客户创建商机并可进一步针对商机进行报价
报价：旅行行程报价，针对客户或商机进行报价，支持简易版和高级版报价。（简易和高级是指报价的详细程度，均基于行程）
团组：正式的旅行行程，团组只能基于报价转下团生成，生成后系统会自动推送询价任务给op
询价：针对单个资源或一组资源的询价，一般用于报价或下团

三.适用对象

适用用户：销售部

适用浏览器：360(极速模式)，火狐，搜狗，谷歌浏览器，建议使用谷歌浏览器62及以上版本，火狐57及以上版本。

四.功能说明

界面名称

操作界面

使用说明

报价

1.报价列表

列表将进行严格的数据权限限制，按照以下规则进行限制：

每个销售只能查看自己的报价
销售总监可查看本部门的所有报价
经管可查看自己分管销售部门的所有报价
财务可查看需要自己审批的所有报价

其他角色无法查看报价

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功能入口：点击报价进入报价功能
新增：点击新增报价单，开始创建新增(详见下方)
查询：输入报价名称、报价单编码、客户名称中的任意组合后，查询符合条件的报价
报价名称：点击报价名称查看报价详情
编辑：点击编辑调整报价基础信息或行程（仅在已保存情况下可编辑，转下团后的编辑请前往团组中进行调整编辑，报价处仅展示）
复制：点击后复制报价单，复制后为已保存状态，可进行编辑更新后使用，便于行程相近的同客户团进行快速的报价下团操作
转下团：点击后将报价转为下团状态(仅在已完结状态下可操作)，审批通过后将生成对应的询价任务推送给op进行询价，询价后将提交系统提醒销售端进行确认资源
生成操作：生成行程单/报价单仅在转下团情况下可生成，生成后供提交给客户确认使用

2.报价-新增弹窗

报价新增：主要目标是向指定的客户增加报价，生成行程单、报价单等资料促成最终下团

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新增报价单：点击新增后完善弹窗中的必填项即可点击下方的确定新增对应的报价
预估团量：如果选择是，则需要填写【预计出团的数量】和【预计出团时间】
点击创建后进入详情页继续更新(见下图)

3. 报价-新增详情

报价新建成功后自动进入此页继续完善相关信息，除此之外还可以从商机-新增报价中同样进入此页；或从编辑中进入此页

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销售信息：与销售进行了绑定处理，只能选择当前销售对应的销售办和公司，请按照需求选择
团组信息：请逐一按照要求选择并填入
下一步：如果想要继续操作，点击下一步进入行程页
保存：如果暂时不想推进，请点击保存，保存后可在列表中点击编辑重新进入此页

特殊说明：

整团是否外包选项仅作为标识，计算毛利时仍然需要按照资源类型进行成本的预估
人数是否确定将影响后续的价格计算，确定时在价格计算页面的最下方，人档将会确定，只计算一档。建议除非人数非常确定的情况下才选择确定。详细说明见下方（报价-计算报价-下）

4. 报价-行程选择

报价基础信息完成后，点击下一步时，需要选择如何进行

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简易版行程：按照简易的行程模式进行快速的报价生成，一般在报价初期使用，可随时转换为高级版行程(见下方简易版行程)
高级版行程：按照高级版行程模式进行详细报价，便于后期快速转下团；注意，不可转换为简易版行程(见下方高级版行程)

5. 报价-简易版行程-酒店/车

简易版行程用于快速生成行程，按照日程-资源的模式进行生成

特殊说明：后续还有餐、票、导游、特殊资源的说明见【6.报价-简易版行程-餐/票/导游/特殊资源】

【Submit visa】Update the visa application information for the corresponding group. Each upload will be recorded as one visa application. 【Issue Visa】Update the visa issuance information for the corresponding group. Each upload will be considered as the latest total number of visas issued. Please upload the total number. 【Seal group】Manual operation to seal the group is only used when automatic sealing fails. 【Group details】Check the details of the group, including all information related to the group (basic information, pricing information, inquiry records, resource tasks, financial information, etc.). At the same time, if you need to edit the group information or confirm tasks and other operations, these also need to be performed on the details page.
10	反封团申请	【反封团申请】在需要时提交新的反封团申请，提交后会进入审批流程【查询】按照指定条件查询反封团记录
11	反结团申请	【反结团申请】在需要时，提交新的反结团申请，提交后会进入审批流程【查询】按照指定条件查询反结团记录
12	应收管理
13	收退款单作废申请
14	收款/退款单
15	收款单明细
16	退款单明细
17	发票管理
18	未下单情况

1.Purpose

To facilitate users in using the HERP 4.0 system and quickly understand the system and the company's business processes.

Tips: Holding down 【Ctrl+F】 opens the search function, allowing you to quickly find the feature description you want.

2.Terms

Clue: Potential customer, not yet officially a client but there is a business opportunity to follow up.
Customer: A formal customer who can create business opportunities, quotations, or place group orders (new customers need to be approved before they can perform these operations)
Business Opportunity: A commercial opportunity, created for customers and can be further quoted for the business opportunity
Quotation: A travel itinerary quotation, which can be made for customers or business opportunities, supporting both simple and advanced versions of quotations. (Simple and advanced refer to the level of detail in the quotation, both based on the itinerary)
Group: A formal travel itinerary, groups can only be generated by converting quotations into orders, after which the system will automatically push inquiry tasks to the operator
Inquiry: An inquiry for a single resource or a set of resources, generally used for quotations or placing group orders

3.Applicable Users

Applicable users: Sales Department

Applicable browsers: 360 (Extreme Speed Mode), Firefox, Sogou, Google Chrome, it is recommended to use Google Chrome version 62 and above, Firefox version 57 and above.

4.Function Description

Interface Name

Operation interface

Usage instructions

Quotation

1.Quotation

The list will enforce strict data access restrictions according to the following rules:

1. Each sales person/assistant can only view their own quotations

2. Sales directors can view all quotes within their department

3. Business Managers can view all quotes from the sales departments they oversee

4. Finance Department can view all quotes that require their approval

Other roles cannot view quotation unless necessary.

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1. Function Entry: Click on the quotation to enter

2. Add: Click to add a new quotation (see below for details,Quotation-adding)

3. Query: Enter any combination of quote name, quote code, or customer name to search for quotes that meet the criteria

4. Quote Name: Click on the quote name to view quote details

5. Edit: Click to edit and adjust the basic information or itinerary of the quote (only editable after saving; for editing after transferring to a group, please make adjustments in the group section, the quote area only displays)

6. Copy: Click to copy the quote, which will be in a saved state after copying, allowing for further editing and updates before use, facilitating quick quotation and group formation for similar itineraries for the same customer

7. Transfer to Group: Click to transfer the quote to a group status (only operable in completed status), after approval, a corresponding inquiry task will be generated and sent to the operator for inquiry, and then submitted to the system to remind the sales end to confirm resources

8. Generate Operation: The itinerary/quote can only be generated after transferring to a group, once generated, it is provided for submission to the customer for confirmation

2.Quotation-adding page

New Quotation: The main goal is to create the quotation for the specified customer, generate itineraries, quotations, and other materials to facilitate the final booking.

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Add a new quotation: After clicking to add, fill in the required fields in the pop-up window and click the 'Confirm' button to add the corresponding quotation.
Estimated group size: If selected as 'Yes', you need to fill in the [Estimated Group volume] and [Expected departure time].
After clicking 'Create', enter the details page to continue updating (see the figure below).

3. Quotation-adding detail page

After successfully creating a new quote, it automatically enters this page to continue finishing the relevant information. In addition, you can also enter this page from the opportunity - add quote or from the edit option in the quotation page.

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1.Sales Information: Binding processing has been done with the salesperson, but one salesperson might belong to several sales offices, so you have to choose the sales office and company. Please make your selection according to your needs.

2. Group Information: Please select and fill in each item as required.

3. Next Step: If you wish to proceed, click Next to enter the itinerary page.

4. Save: If you do not want to proceed for now, please click Save. After saving, you can click Edit in the list to re-enter this page.

Special Note:

• The option of whether the entire group is outsourced is only for identification. When calculating gross profit, costs must still be estimated for each resource type.

• Whether the number of people is confirmed will affect subsequent price calculations. When confirmed, at the bottom of the price calculation page, the headcount will be fixed, and only one tier will be calculated. It is recommended to select 'confirmed' only if the number of people is very certain. For detailed instructions, see below (Quotation - Calculate Quotation - Down).

4. Quotation-Itinerary Selection

After completing the basic quotation information, when clicking next, you need to choose how to proceed.

Simple Itinerary: for quick quotation and can turn into Advanced Itinerary

Advanced Itinerary: with more details and create group directly.

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Simple tinerary: Generate a quick quote according to the simple itinerary model, generally used in the initial stage of quoting, and can be converted to an advanced itinerary at any time (see below for the simple itinerary)
Advanced Itinerary: Generate detailed quotes according to the advanced itinerary model, which is convenient for quickly creating groups in later stages; note that it cannot be converted to simple itinerary (see below for the advanced itinerary)

5. Quotation-Simple Itinerary-Hotel/Coach

A simple itinerary is used for quick trip generation, following the schedule-resource model.

Special Note: Details about meals, tickets, guides, and special resources are provided in [6. Quotation - Simple Itinerary - Meals/Tickets/Guides/Special Resources/Upgrades]

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1.Template Switch: Click to switch to the advanced version of the itinerary for more detailed planning, including adding pre-group itineraries.

2. Resource Type Options: Control the overall resources items, only the selected resources can be added to the itinerary

3. Initiate Inquiry: Click to initiate an inquiry, see the [Quotation - Initiate Inquiry] below

4. Inquiry History: Click to view the inquiry history, see the [Quotation - Inquiry History] below

5. Resource Search: Click to view resources, see the [Quotation - Resource Search] below

6. Expand Map: Click to expand the map for viewing, making it easier to intuitively check the travel route

7. Arrival City Editing: Dropdown box, supports fuzzy matching and then selecting cities

8. Check-in City Editing: Dropdown box, supports selection or fuzzy matching and then selecting city; if there is an exhibition, the distance from the check-in city to the city center needs to be marked for operators.

9. Add Vehicle: Click to add a vehicle, generally used for situations where transportation is not continuous; Vehicle Entry and Exit City Selection: Click to select the entry and exit cities for the vehicle, which facilitates quotation use. Move the note by holding the left mouse click.

10. Remarks: Note any special requirements for each day

11. Delete: Delete the corresponding item for the corresponding date, if there are subsequent dates they will be pushed up

12. Add Days: Click to increase the number of days, one click adds one day

13.Special services: If the itinerary contains Italy cities, there is a special services to chose.(if other cities has special services, corresponding services will also appears here)

14. Upgrade Services: Click to add remarks for upgraded services

6. Quotation - Simple Itinerary - Meals/Tickets/Guides/Special Resources/Upgrades

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1.Meal: Choose the meal arrangement for each day, if no meals are required, uncheck the corresponding time slot.

2. Tickets: Select the ticket for the corresponding date, multiple selections are supported.

3. Guide: Click the plus sign above to add a guide; guides can be deleted; guides also need to set entry and exit points like vehicles. Move the note by holding the left mouse click.

4. Special Resources: Select the special resource requirements needed for the corresponding date, multiple selections are supported; if there are special resources not yet available in the system, please contact BM or IT to add them.

5. Upgrade Service - Hotel: Set hotel upgrade requirements according to whether a specific hotel is designated. If the location is uncertain, just specify the number of nights for the upgrade. If a specific site is required, complete the check-in information in the city above and specify the corresponding travel day. The upgrade content includes (star rating, hotel breakfast, hotel features, other special notes).

6. Upgrade Service - Meal: If you can clearly specify the location for upgrading meals, do so above. If you cannot clearly specify the location for upgrading meals, specify it here in the form of quantity + notes.

7. Calculate Quote: Click to enter the quote calculation page, see [Quotation - Calculate Quote] for details.

8. Generate Itinerary: Click to generate the itinerary, see [Quotation - Generate Itinerary] for details.

9. Save: Click to temporarily save the quotation itinerary for subsequent editing.

7. Quotation - Initiate Inquiry - Hotel (Single Resource Inquiry)

Special Note: Single resource inquiry will not include the requirements from the itinerary. If you need to include the requirementsfrom the itinerary, please use [Group Inquiry].

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1.Mandatory requirements: Hotel inquiries require at least the mandatory information to be completed before proceeding to the next step, the system supports multi-room type inquiries for a single city.

2. Add: If you need to inquire about different cities or different hotels, you can click add to increase.

3. Confirm: After confirmation, it will check all mandatory items, and submission is only possible after everything is fully completed.

8. Quotation - Initiate Inquiry - Coach (Single Resource Inquiry)

Special Note: Single resource inquiry will not include the requirements from the itinerary. If you need to include the requirementsfrom the itinerary, please use [Group Inquiry].

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Mandatory requirements: Vehicle inquiries require at least the completion of mandatory information before proceeding to the next step
Add: The system supports adding new vehicles for inquiry, allowing segmented and categorized submission of vehicle inquiry requests
Confirmation: After completing the mandatory fields, you can click confirm to submit the inquiry task to the operator

9. Quotation - Initiate Inquiry - Meal (Single Resource Inquiry)

Special Note: Single resource inquiry will not include the requirements from the itinerary. If you need to include the requirementsfrom the itinerary, please use [Group Inquiry].

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Mandatory requirements: meal inquiries require at least the completion of mandatory information before proceeding to the next step
Add: The system supports adding new meals for inquiry, allowing segmented and categorized submission of meals inquiry requests
Confirmation: After completing the mandatory fields, you can click confirm to submit the inquiry task to the operator

10. Quotation - Initiate Inquiry - Ticket (Single Resource Inquiry)

Special Note: Single resource inquiry will not include the requirements from the itinerary. If you need to include the requirementsfrom the itinerary, please use [Group Inquiry].

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Mandatory requirements: tickets inquiries require at least the completion of mandatory information before proceeding to the next step
Add: The system supports adding new tickets for inquiry, allowing segmented and categorized submission of tickets inquiry requests
Confirmation: After completing the mandatory fields, you can click confirm to submit the inquiry task to the operator

11. Quotation - Initiate Inquiry - Guide (Single Resource Inquiry)

Special Note: Single resource inquiry will not include the requirements from the itinerary. If you need to include the requirementsfrom the itinerary, please use [Group Inquiry].

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Mandatory requirements: guide inquiries require at least the completion of mandatory information before proceeding to the next step
Add: The system supports adding new guide for inquiry, allowing segmented and categorized submission of guide inquiry requests
Confirmation: After completing the mandatory fields, you can click confirm to submit the inquiry task to the operator

12. Quotation - Initiate Inquiry - Special Resources (Single Resource Inquiry)

Special Note: Single resource inquiry will not include the requirements from the itinerary. If you need to include the requirementsfrom the itinerary, please use [Group Inquiry].

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Mandatory requirements: special resources inquiries require at least the completion of mandatory information before proceeding to the next step
Add: The system supports adding new special resources for inquiry, allowing segmented and categorized submission of special resources inquiry requests
Confirmation: After completing the mandatory fields, you can click confirm to submit the inquiry task to the operator

13. Quotation - Initiate Inquiry - Group Inquiry

整团询价会将行程信息自动带入，需要一次性完善所有资源的询价需求后才可以进入下一步

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Tab Switching: Switch resource items, fill in all necessary information one by one. If any single resource is not fully filled out, you cannot proceed to the next step.
Required Fields: All required fields for each resource must be completed before proceeding to the next step. If most of the hotel requirements are the same, you can click the copy button at the top right to copy to other hotels and then adjust the different hotel requirements.
Confirm: After all required fields for all resources have been completed, you can click confirm to proceed to the next step.

14. Quotation - Inquiry History

Click on the price inquiry history to enter the price inquiry management page and view the corresponding price inquiry history.

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Tab switching: Click to switch resources and filter to view the quotation history of the corresponding resources
More details: Scroll right to view more details

15. Quotation - Resource Search

If you do not want to inquire about the price, you can directly check the resource library.

Please Note: The inquiries can be used for subsequent quotation calculations, but Resources search results can not.

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1. Switch resource type: After switching, query the quotation information corresponding to the resource type in the system library.

2. Mandatory fields for resources: Complete before querying, the more information you provide, the more accurate the match will be

3. Query: After completing resource requirements, click to query the corresponding quotation information. If no information is found, try relaxing the conditions

4. Request a quote: If the information in the database does not meet your needs, you can request a quote. For reference, see the single resource quotation section in [Quotation - Initiate Quotation] above

16. Quotation - Calculate Quotation (Hotel, Car)

Calculating the quotation is a prerequisite for generating a quotation form. Only after the quotation has been calculated can it be submitted for approval, and ultimately generate the quotation form.

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Inquiry price related buttons: Quotation can also include corresponding inquiry tasks or check the history of inquiry prices and inventory resource prices.

Hotel calculation:

2. When calculating the hotel price, it is necessary to complete the half-room rate, confirm whether the number of half-rooms and nights are correct, and fill in the number of guides and drivers, guide and driver rates, and city taxes as needed.

3. Upgrade service: If required, the upgrade cost can be calculated, requiring completion of the upgrade cost (unit price), quantity, and number of upgrade nights. The upgrade cost can be calculated as a whole or added individually.

4. Subtotal: The subtotal will calculate the overall amount of the hotel, using the formula [Σ(half room price * number of half rooms * number of nights + number of guides * guide price (including guide room fees) + city tax + upgrade cost * number of upgrades * number of upgrade nights)]

Vehicle calculation：

5. When calculating the vehicle, you need to confirm whether the number of days is accurate, and then complete the [Price/Day] field and other fields that require charges before calculation.

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模板切换：点击切换到高级版行程，进行更详细的规划，包括增加团前行程.
资源类型选项：进行资源项的整体控制，只有勾选的资源才可在行程中添加
发起询价：点击发起询价，见下方的【报价-发起询价】
询价历史：点击查看询价历史，见下方的【报价-询价历史】
资源查询：点击查看资源，见下方的【报价-资源查询】
展开地图：点击展开地图查看，便于直观的查看旅游线路
到达城市编辑：下拉框，支持选择或模糊匹配后选择城市
入住城市编辑：下拉框，支持选择或模糊匹配后选择城市；如果遇到展会，需要标明入住城市距离市中心位置，便于询价
用车增加：点击后增加车辆，一般用于需要分段不通车的情况；车辆进出城市选择：点击后选择车辆进出城市，便于询价使用
备注：备注每一天的特殊需求
删除：删除对应的日期对应的条目，如果后面有日期会递推向上
添加天数：点击增加天数，点击一次增加一天
升级服务：点击后增加升级服务的备注

6.报价-简易版行程-餐/票/导游/特殊资源/升级服务

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餐食：选择每一天的餐食安排，如不需要用餐则可以在对应时段的勾选框中去掉勾选
票：选择对应日期需要的票的需求，支持多选
导游：上方的加号点击后增加对应的导游；导游支持删除；导游也需要和车一样设置进出点
特殊资源：选择对应的日期需要的特殊资源需求，支持多选；如果系统中还没有特殊资源需要使用，请联系经管进行增加
升级服务-酒店：按照是否指定酒店的模式来设置酒店升级要求，如果不确定地点则只需要指明升级的晚数；如果需要指定站点，则在上方的入住城市中完善入住信息后，指定对应的行程天即可。升级的内容包含（星级、酒店早餐、酒店特色、其他特殊备注）
升级服务-餐：如果能够明确升级餐食地点请在上方指定；如果不能明确升级餐食地点则在此处指定，指定内容为数量+备注的形式
计算报价：点击后进入计算报价页面，详见【报价-计算报价】
生成行程单：点击后生成行程单，详见【报价-生成行程单】
保存：点击后暂时保存报价行程，供后续编辑使用

7. 报价-发起询价-酒店(单资源询价)

特殊说明：单资源询价将不会附带行程中的需求，如果需要带行程中的需求请使用【整团询价】

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必填项要求：酒店询价需要至少完善必填信息后才可进入下一步，系统支持针对一个城市进行多房型的询价
新增：如果需要对不同城市或不同酒店进行询价，可点击新增后增加
确定：确定后会检查所有必填项，需要完全填完后才可提交

8. 报价-发起询价-车(单资源询价)

特殊说明：单资源询价将不会附带行程中的需求，如果需要带行程中的需求请使用【整团询价】

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必填项要求：车辆询价需要至少完善必填信息后才可以进行下一步
新增：系统支持新增车进行询价，可分段分类型提交车辆询价需求
确定：必填项完成后，即可点击确定提交询价任务给op，如果没有完成会进行检查

9. 报价-发起询价-餐(单资源询价)

特殊说明：单资源询价将不会附带行程中的需求，如果需要带行程中的需求请使用【整团询价】

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必填项：餐食询价需要至少完善必填信息后才可以进行下一步
新增：系统支持新增餐食进行询价，可针对不同城市不同餐食类型进行多次询价
确定：：必填项完成后，即可点击确定提交询价任务给op，如果没有完成会进行检查

10. 报价-发起询价-票(单资源询价)

特殊说明：单资源询价将不会附带行程中的需求，如果需要带行程中的需求请使用【整团询价】

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必填项：票询价需要至少完善必填信息后才可以进行下一步
新增：系统支持新增票进行询价，可针对不同城市不同票类型进行多次询价
确定：：必填项完成后，即可点击确定提交询价任务给op，如果没有完成会进行检查

11. 报价-发起询价-导游(单资源询价)

特殊说明：单资源询价将不会附带行程中的需求，如果需要带行程中的需求请使用【整团询价】

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必填项：询价需要至少完善必填信息后才可以进行下一步
新增：系统支持新增进行询价，可针对不同城市不同导游进行多次询价
确定：：必填项完成后，即可点击确定提交询价任务给op，如果没有完成会进行检查

12. 报价-发起询价-特殊资源(单资源询价)

特殊说明：单资源询价将不会附带行程中的需求，如果需要带行程中的需求请使用【整团询价】

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必填项：询价需要至少完善必填信息后才可以进行下一步
新增：系统支持新增进行询价，可针对不同城市不同资源进行多次询价
确定：：必填项完成后，即可点击确定提交询价任务给op，如果没有完成会进行检查

13. 报价-发起询价-整团询价

整团询价会将行程信息自动带入，需要一次性完善所有资源的询价需求后才可以进入下一步

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Tab切换：切换资源项目，请逐一切换填入必要的信息，若有单资源没有填完则不可进入下一步
必填项：每个资源的所有必填项均需要填写完整才可进入下一步，如果大多数酒店的需求相同可点击右上的复制去其他酒店后再对不一样的酒店需求进行调整
确定：所有资源的必填项均完善后，可点击确定进入下一步

14. 报价-询价历史

点击询价历史后进入询价管理页面，查看对应的询价历史

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tab切换：点击切换资源，过滤查看对应的资源的询价历史
更多详情：向右滚动查看更多的详情

15. 报价-资源查询

如果不想进行询价，可直接查询系统资源库中的报价，询价参考后可用于后续计算报价使用

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切换资源类型：切换后查询对应的资源类型的系统中报价信息
资源对应的必填项：完善后才可进行查询，完善的信息越多，匹配的信息越精确
查询：完善资源需求后点击查询查出对应的报价信息，如果未能查出信息，可放宽条件后再试
去询价：如果库中信息不能满足需求，可进行询价，惭怍可参考上方的询价【报价-发起询价】中单资源询价部分

16. 报价-计算报价（酒店、车）

计算报价是生成报价单的前置条件，只有计算了报价后才能提交审批，最终生成报价单

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询价相关按钮：报价中也可以增加对应的询价任务或查询询价历史、库存资源价格

酒店计算：

2. 酒店价格计算时，需要完善半间价、确认半间数量和晚数是否正确并根据需要填入司导数、司导价、城市税

3. 升级服务：如有需要，可进行升级费用的计算，需要完善升级费用(单价)、份数、升级晚数。升级费用可以按整体计算也可逐一增加

4. 小计：小计将会计算酒店的整体金额，公式为【Σ(半间价*半间数*晚数+司导数*司导价(司导房费包含的情况)+城市税+升级费用*升级份数*升级晚数)】

车辆计算：

5. 车辆计算时需要确认天数是否准确，然后完善【价格/天】字段及其他需要收费的字段后即可计算

小计计算规则：（行驶天数+空驶天数）*价格/天+接机费+送机费+停车费+高速费

注意：如果有多辆车则会按照对车进行每辆车费用求和

17. 报价-计算报价（餐、票、导游）

计算报价是生成报价单的前置条件，只有计算了报价后才能提交审批，最终生成报价单

餐计算：

1. 如需查看小计估算，需要完善【人数】、确认【次数】

2. 必须按照每人/每团的标准填入收费区间及对应的价格，并确保区间能够包含预期的团组人数

3. 上述信息完成后小计自动计算，小计计算规则【人数*次数*价格】，注意人数需要在区间内才可以计算

特殊说明：此处的小计更多是用于参考，可不填入人数，只完善必填项，然后直接在下方查看人档价格

票计算：

4. 如需查看小计估算，需要完善【人数】

5. 必须按照每人/每团的标准填入收费区间及对应的价格，并确保区间能够包含预期的团组人数

6. 上述信息完成后小计自动计算，小计计算规则【人数*价格+官导价格】，注意人数需要在区间内才可以计算

特殊说明：此处的小计更多是用于参考，可不填入人数，只完善必填项，然后直接在下方查看人档价格

导游计算：

7. 导游费用计算时需要确认天数是否准确，然后完善【价格/天】字段及其他需要收费的字段后即可计算

8. 小计计算规则：天数*价格/天+上下团费+接送机费+餐补/顿*顿数+去其他费用

注意：如果有多个导游则会按照对导游进行每个导游的费用求和；小费暂不计算入小计，需要在下方的人档中查看，此处小计为参考

18. 报价-计算报价(特殊资源、杂项、人档价计算)

计算报价是生成报价单的前置条件，只有计算了报价后才能提交审批，最终生成报价单

以下为固定人数模式

特殊资源计算：

1. 如需查看小计估算，需要完善【人数】

必须按照每人/每团的标准填入收费区间及对应的价格，并确保区间能够包含预期的团组人数

上述信息完成后小计自动计算，小计计算规则【人数*价格】，注意人数需要在区间内才可以计算

特殊说明：此处的小计更多是用于参考，可不填入人数，只完善必填项，然后直接在下方查看人档价格

杂项计算：

2. 如需查看小计估算，需要完善【人数】，并可新增杂项

3. 上述信息完成后小计自动计算，小计计算规则【Σ人数*价格】

特殊说明：此处的小计更多是用于参考，可不填入人数，只完善必填项，然后直接在下方查看人档价格

人档价格计算：

4. 人档价格计算需要首先排除赠送，按照【免房人数*免房金额】进行扣减

5. 可在计算的基础上调整加价和折扣。总价为上述所有资源报价之和*（1+加价率）*（1-折扣率），人均价=总价/对应的团组人数

以下为非固定人数模式

预览编辑人档价格：点击后弹出人档详情框，可编辑对应档位的每个资源的人数，以调整人均价供参考，详见下方说明
删除：删除对应人档，删除后可新增人档重新计算
新增：新增一档人档用于报价

报价单人档调整：

1、2、3. 调整的范围：为每个资源对应的人数，价格在本页只是查看，如果需要修改只能在上一页修改

调整完成后：在4查看新的人档报价总价，保存后返回上一页查看调整后的【人均价】参考用于报价

19. 报价-生成行程单

生成行程报价单用于向与客户沟通确认报价方案

特殊说明：如果报价的毛利低于管理要求，可能触发审批，要在审批后才可生成报价单，此时审批入口详见【1-报价列表的第8点】