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.

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.

1. 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.
2.  Estimated group size: If selected as 'Yes', you need to fill in the [Estimated Group volume] and [Expected departure time].
3.  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.

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.

1. 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)
2.  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]

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

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. Special service： special service refers to certain cities that contains special treatment that operation needs to know. For now it is only for Italy.

6. 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).

7. 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.

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

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

10. 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].

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].

1. Mandatory requirements: Vehicle inquiries require at least the completion of mandatory information before proceeding to the next step
2.  Add: The system supports adding new vehicles for inquiry, allowing segmented and categorized submission of vehicle inquiry requests
3. 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].

1. Mandatory requirements: meal inquiries require at least the completion of mandatory information before proceeding to the next step
2.  Add: The system supports adding new meals for inquiry, allowing segmented and categorized submission of meals  inquiry requests
3. 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].

1. Mandatory requirements: tickets inquiries require at least the completion of mandatory information before proceeding to the next step
2.  Add: The system supports adding new tickets for inquiry, allowing segmented and categorized submission of tickets inquiry requests
3. 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].

1. Mandatory requirements: guide inquiries require at least the completion of mandatory information before proceeding to the next step
2.  Add: The system supports adding new guide for inquiry, allowing segmented and categorized submission of guide inquiry requests
3. 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].

1. Mandatory requirements: special resources inquiries require at least the completion of mandatory information before proceeding to the next step
2.  Add: The system supports adding new special resources for inquiry, allowing segmented and categorized submission of special resources inquiry requests
3. 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

1. 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. 
2. 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.
3.  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.

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

15. Quotation - Resource

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.

1. 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.

Subtotal calculation rule: Price/day * (driving days + idle days) + pick-up fee + drop-off fee + parking fee + highway fee + city entry fee + tip/person/day * number of people * driving days + driver meal allowance/meal * number of meals + driver and guide accompaniment fee + driver and guide language surcharge

Note: If there are multiple vehicles, the cost will be summed up for each vehicle.

 17. Quotation - Calculate Quotation (Meals, Tickets, Guide)

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.

Meal Calculation:

1. To view the subtotal estimate, you need to complete the [number of people] and confirm the [number of times] and the reference cost.

2. You must enter the charge range and corresponding price according to the standard per person/per group, and ensure that the range can cover the expected group size.

3. After completing the above information, the subtotal will be automatically calculated. The subtotal calculation rule is [number of people * number of times * price].Note that the number of people must be within the range to calculate.

Special Note: The subtotal here is more for reference. You can leave the number of people blank, only complete the required fields, and then directly check the price per person at the bottom of this page.

Ticket Calculation:

4. To view the subtotal estimate, you need to complete [Number of People]

5. You must fill in the charging range and corresponding price per person/group and ensure that the range can cover the expected group size.

6.  Reference cost is for the profit estimate, please chose or fill the suitable number.

7. After completing the above information, the subtotal will be calculated automatically. The subtotal calculation rule is [Number of People * Price + Official Guide Price], note that the number of people must be within the range to calculate.

Special Note: The subtotal here is more for reference. You can leave the number of people blank, only complete the required fields, and then directly check the price per person at the bottom of this page.

Tour Guide Calculation:

8. When calculating the tour guide fee, it is necessary to confirm whether the number of days is accurate, then complete the [Price/Day] field and other chargeable fields before calculation.

9. Subtotal calculation rule: Number of days * Price/Day +Pick-up and drop-off Fee + Airport pick-up Fee + + tips per person per day * number of people +Meal Allowance/Meal * Number of Meals + Other fees

Special Note: If there are multiple guides, the fees will be summed up for each guide; tips are not included in the subtotal and need to be checked at the bottom of this page.; this subtotal is for reference.

18. Quotation - Calculate Quotation (Special Resources, Miscellaneous fees, Personnel - Price Calculation)

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.

Special resource calculation:

1&2 To view the subtotal estimate, you need to complete the [number of people] ， charging range and corresponding price per person/group, and ensure that the range can cover the expected group size.

3. Reference cost is here to estimate the profit rate. After completing the above information, the subtotal will be automatically calculated according to the rule [number of people * price], note that the number of people must be within the range to calculate. Special Note: The subtotal here is more for reference. You can leave the number of people blank, only complete the required fields, and then directly check the per capita price below. 

Miscellaneous Fees Calculation:

4. To view the subtotal estimate, you need to complete the [Number of People, price/person], and additional miscellaneous items can be added. After completing the above information, the subtotal will be automatically calculated according to the rule [Σ Number of People * Price]. Special Note: The subtotal here is mainly for reference. You can leave the number of people blank, only complete the required fields, and then directly check the per capita price below.

Personnel-price calculation:

5. Personnel-price calculation requires first excluding gifts, and deducting according to [number of free rooms * amount of free room]. Adjustments for surcharges and discounts can be made on the calculated basis.

The total price is the sum of all resource quotations * (1 + surcharge rate) * (1 - discount rate)

price per person = total price / corresponding group size

Final price per person is for you to deciside, basing on the price per person

Cost per person = total cost / corresponding group size (total cost = reference cost * person for cost charges on person + all fixed costs)

Gross profit margin = (Final price per person - Cost per person)/Cost per person

以下为非固定人数模式

1. 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
2. 删除：删除对应人档，删除后可新增人档重新计算
3. 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】

1. 报价单模板：选择报价单模板，如果没有满意的模板请联系产品进行添加
2. 返回报价管理：返回上一步调整报价细节
3. 直接生成报价单，选择报价单模板后才可生成

1. 资源类型选择：选择后下方的行程才能新增对应的资源，如果选择了酒店，所有日期会默认增加一个酒店。
2. 特定天数资源新增：对当前天数增加对应的资源，点击后会弹出资源选择框，支持多选
3. 回复：对指定日期进行特殊的备注，如果是针对某个资源的备注可在对应资源的备注或特殊要求中增加
4. 添加途径城市：对对应的日期增加途径城市，行程会更加的明晰
5. 到达城市选择：选择到达城市，一般为入住城市。
6. 添加天数：点击后在当前日期后增加一天，后续日期依次推后一天
7. 删除：删除对应日期的全部资源，后续日期依次前推一天
8. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
9. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
10. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准；注意，【行程天数】填入后会同步当前车信息到后续的日期中，并保持为不可修改状态，请确保在用车的第一天进行调整
11. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. 复制去其他酒店：此按钮在酒店要求相同的情况下可用，快速的复制酒店信息到全部日期，适用于全部或大部分酒店要求相同的情况。比如只有城市不同，其他要求相同，可复制后逐个更新城市即可。
2. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
3. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
4. 城市税：默认包含，如果报价不包含需要选择不包含。此选项影响后续计算时城市税是否参与到毛利计算中。不影响行程中的城市税是否展示。
5. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准
6. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. 复制去其他餐食：此按钮在餐食要求相同的情况下可用，快速的复制酒店信息到全部日期，适用于全部或大部分餐食要求相同的情况。比如只有城市不同，其他要求相同，可复制后逐个更新城市即可。
2. 餐食类别：餐食选中后系统会默认增加午餐和晚餐两个常用类型，并对应12：00和 18：00。如果需要调整餐食类别请在下拉中选择，如果没有需要的类别可联系经管或产品增加。如果用餐时间有调整请调整左侧的时间。
3. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
4. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
5. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准
6. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新
4. 是否需要官导：此信息会在供应商库维护，选择票后自动带入。如果信息有误请联系产品或op进行更新
5. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新
4. 服务天数：输入后会同步当前的导游信息到对应的日期中，并只能在当前天修改。请确保在导游服务的第一天进行信息的更新
5. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新
4. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

6.  Preview&edit: allows you to calculate the price per person more acturate, changes the person number for every resource individually. Use this function unless necessary.

7. Delete: delete the entire row, only appliable then the number of people is not fixed.

Special Note: if the number of people is determined at the beginning, there will be only one row in calculation form. The choice is made at the start of quotation as you can see below.

Image Added

19. Quotation - Generate Itinerary

Generate a quotation for the itinerary to communicate and confirm the pricing plan with the client.

Special Note: If the gross profit margin of the quotation is below the management requirement, it may trigger an approval process. The quotation can only be generated after approval. For the approval entry, please refer to [Point 8 in the 1-Quotation List].

1. Quotation template: Select a quotation template, if there is no satisfactory template, please contact IT department.
2. Return to Quotation Management: Go back to the management page. 
3. Generate Quotation: you can only generate after selecting a quotation template

20. Quotation - Premium Itinerary (Basic Functions + Vehicle Resources)

Quotation - Advanced Itinerary is used to detail the itinerary and provide a detailed quotation, suitable for situations where detailed communication is required.

Special Notes:

1. Only the details page of the itinerary will be different; other processes remain the same. Subsequent explanations will focus solely on the quotation details page.

2. If special pre-trip or post-trip itineraries need to be added, changes should be made in the group after the transfer.

1.Resource type selection: Selecting will allow the addition of corresponding resources for the itinerary. If a hotel or meal is selected, all dates will default to adding one hotel and two meals(Lunch - 12:00 & dinner -18:00).

2. Resource addition for specific days: Add corresponding resources for the current day. After clicking, a resource selection box will pop up, supporting multiple selections.

3. Remarks: Add special remarks for a specified date. for a specific resource, remark can be added correspondingly.

4. Add transit cities: Add transit cities for the corresponding date, making the itinerary clearer.

5. Arrival city selection: Choose the arrival city, usually the check-in city.

6. Add days: Click to add one day after the current date, and subsequent dates will be postponed by one day.

7. Delete: Delete all resources for the corresponding date, and subsequent dates will be moved forward by one day.

8. Inclusion marking: By default, it is included. If not included in quotation but need to show in the itinerary , select 'excluded' . This option affects subsequent quotation calculations; resources not included will not be factored into the quotation.

9. Outsourcing marking: By default, it is not outsourced. If outsourcing is required, select 'outsourcing.' This option is just a marker and does not impact the quotation process.

10. Mandatory fields: Complete mandatory fields before proceeding to the next step. These fields affect subsequent guidance price matching; the more fields filled in, the more accurate the guidance price match. Note that once the [trip duration] is entered, it will synchronize the current vehicle information to subsequent dates and remain uneditable. Ensure adjustments are made on the first day of vehicle use.

11. Special requirements: If there are special requirements for the current resource, note them here.

21. Quotation - Premium Itinerary (Hotel Resources)

Quotation - Advanced Itinerary is used to detail the itinerary and provide a detailed quotation, suitable for situations where detailed communication is required.

Special Notes:

1. Only the details page of the itinerary will be different; other processes remain the same. Subsequent explanations will focus solely on the quotation details page.

2. If special pre-trip or post-trip itineraries need to be added, changes should be made in the group after the transfer.

1.Copy to other hotels: It is suitable for situations where most or all hotel requirements are the same, such as different cities but identical other requirements. You can copy and then update the city individually.

2. Quotation inclusion mark: Included by default. If not included, select "excluded" if it is only needed for the itinerary. This option affects subsequent quotation calculations; resources that are not included will not be factored into the quotation calculation.

3. Outsourcing mark: Not outsourcing by default. If outsourcing is required, select "outsourcing." This option is just a marker and does not impact the quotation process.

4. City tax: Included by default. If the quotation does not include it, select "excluded." This option affects whether city tax is included in the gross margin calculation and it does not affect the display of city tax in the itinerary.

5. Mandatory fields: You must complete the mandatory fields before proceeding to the next step. The mandatory fields here will affect the subsequent guidance price matching; the more fields you fill in, the more accurate the guidance price match will be.

6. Special requirements: If there are any special requirements for the current resource, they can be noted here.

22. Quotation - Premium Itinerary (Meal Resources)

Quotation - Advanced Itinerary is used to detail the itinerary and provide a detailed quotation, suitable for situations where detailed communication is required.

Special Notes:

1. Only the details page of the itinerary will be different; other processes remain the same. Subsequent explanations will focus solely on the quotation details page.

2. If special pre-trip or post-trip itineraries need to be added, changes should be made in the group after the transfer.

1. 餐食类别：餐食选中后系统会默认增加午餐和晚餐两个常用类型，并对应12：00和 18：00。如果需要调整餐食类别请在下拉中选择，如果没有需要的类别可联系经管或产品增加。如果用餐时间有调整请调整左侧的时间。
2. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
3. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
4. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准
5. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. Copy to other meals: This button is available when the meal requirements are the same, allowing for quick copying of hotel information to all dates. It is suitable for situations where most or all meal requirements are the same, such as when only the city differs but other requirements are the same. You can copy and then update the cities individually.

2. Meal Categories: After selecting meals, the system will default to adding lunch and dinner, the two most common types, corresponding to 12:00 and 18:00 to every day. If you need to adjust the meal categories, please select from the dropdown. If the category you need is not available, contact IT. If the meal time needs adjustment, please modify the time on the left.

3. Quotation Inclusion Mark: By default, it is included. If it is not included in quotation but only needed for the itinerary, select excluded. This option affects subsequent quotation calculations; resources that are not included will not be part of the quotation calculation.

4. Outsourcing Mark: By default, it is not outsourced. If outsourcing is required, select outsourcing. This option is just a mark does not impact the quotation process.

5. Mandatory Fields: You must complete the mandatory fields before proceeding to the next step. The mandatory fields here will affect subsequent guidance price matching; the more fields filled in, the more accurate the guidance price match will be.

6. Special Requirements: If there are special requirements for the current resource, they can be noted here.

23. Quotation - Premium Itinerary (Ticket Resources)

Quotation - Advanced Itinerary is used to detail the itinerary and provide a detailed quotation, suitable for situations where detailed communication is required.

Special Notes:

1. Only the details page of the itinerary will be different; other processes remain the same. Subsequent explanations will focus solely on the quotation details page.

2. If special pre-trip or post-trip itineraries need to be added, changes should be made in the group after the transfer.

1. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
2. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新
3. 是否需要官导：此信息会在供应商库维护，选择票后自动带入。如果信息有误请联系产品或op进行更新
4. 特殊要求：如果对当前资源有特殊要求，则可备注在此处

1. The quote includes the mark: by default included, if  it is only for the itinerary then choose not to include. This option affects subsequent quote calculations, resources that are not included will not be part of the quote calculation.

2. Outsourcing mark: by default not outsourcing. This option is just a mark, does not affect the quotation process.

3. Mandatory fields: you can only proceed after completing the mandatory fields, these fields here will affect the subsequent guidance price matching, the more fields filled in, the more accurate the guidance price matching will be. If there is no required selection, please contact the OP for updates.

4. official guide: this information will be maintained in the supplier database, and will be automatically populated after selecting the ticket. If the information is incorrect, please contact OP for updates.

5. Special requirements: if there are any special requirements for the current resource, they can be noted here.

24. Quotation - Premium Itinerary (Guide Resources)

Quotation - Advanced Itinerary is used to detail the itinerary and provide a detailed quotation, suitable for situations where detailed communication is required.

Special Notes:

1. Only the details page of the itinerary will be different; other processes remain the same. Subsequent explanations will focus solely on the quotation details page.

2. If special pre-trip or post-trip itineraries need to be added, changes should be made in the group after the transfer.

1. Quotation including mark: By default, it is included.  This option affects subsequent quotation calculations; resources that are not included will not be part of the quotation calculation.

2. Outsourcing mark: By default, it is not outsourced. This option is just a mark and does not affect the quotation process.

3. Mandatory fields: You must complete the mandatory fields before proceeding to the next step. The mandatory fields here will affect the subsequent guidance price matching; the more fields you fill in, the more accurate the guidance price matching will be. If there are no options available, please contact OP for updates.

4. Service days: After inputting, the current guide information will be synchronized to the corresponding date and can only be modified on the current day. Please ensure that the information is updated on the first day of the guide's service.

5. Special requirements: If there are any special requirements for the current resource, please note them here.

25. Quotation - Premium Itinerary (Special Resources)

Quotation - Advanced Itinerary is used to detail the itinerary and provide a detailed quotation, suitable for situations where detailed communication is required.

Special Notes:

1. Only the details page of the itinerary will be different; other processes remain the same. Subsequent explanations will focus solely on the quotation details page.

2. If special pre-trip or post-trip itineraries need to be added, changes should be made in the group after the transfer.

1. Quotation including mark: By default, it is included. This option affects subsequent quote calculations, resources that are not included will not be factored into the quote.

2. Outsourcing mark: : by default, it is not outsourced. This option is just a mark and does not affect the quotation process.

3. Mandatory fields: you can only proceed after completing the mandatory fields, these fields here will affect the subsequent guidance price matching, the more fields filled in, the more accurate the guidance price match will be. If there is no required selection for the ticket, please contact  OP for updates.

4. Special requirements: if there are special requirements for the current resource, they can be noted here.

1. Clue 

The clue management page is used to manage the clues that salespeople are tracking and convert them into formal customers at the right time.

Clues may come from multiple sources:

Self-added

Claimed or assigned from the clue pool

1.Clue Management Function Entry: The clue management function belongs to the customer management function branch.

2. Quick Search: Query information that meets the requirements of fields such as (clue name, clue source, customer type).

3. Advanced Search: Clicking this will pop up a list of options for fields that can be used for filtering, allowing for further search queries.

4. Add Clue: Clicking this will add a new clue, see below [Clue Management - Add Clue].

5. Clue Name: The clue name supports clicking; after clicking, you can view details and perform actions like favoriting the clue (favorited customers will be displayed at the top), or check the update records of the clue.

6. Convert: Clicking this will convert the clue into a customer, see below [Clue Management - Convert].

7. Delete: Deletes the corresponding customer, note that this action cannot be undone!

8. Batch Selection: Unconverted customers can be selected in batches, and batch operations can be performed after selection.

9. Batch Operations: After selection, three options appear: [Batch Delete (delete selected items), Batch Transfer (transfer the responsible person of selected clues), Move to Clue Pool (move selected clues to the clue pool)].

2. Clue Management - Add Clue

1. Creation condition: All mandatory fields must be completed before creation. 
2. Creation: After clicking create, the creation will be completed. The created clue will be in "newly created" status; if there are subsequent updates to the lead, it will be in a "following-up" status

3. Clue Management - Conversion

1.Customer Name: The name will shown as the lead name, which needs to be updated to the official name of the customer company.

2. Confirm:  Once confirmed, the lead will be updated to the [Converted] status and synchronized to the Customer Management function. This list record cannot be operated on and is used for archiving purposes.

1.Clue Pool

The clue pool list function is used to display all pending leads (those without a responsible person following up). Salespeople can claim these leads autonomously, and it also supports allocation by the administrator. 

1. Entry: The entry point for the clue pool function is under the menu - customer branch 
2. Name: Since leads usually have few details, marking them in blue here is just for easy viewing and cannot be clicked to view details 
3. Claim: Click to claim the corresponding lead, which will then be handled by the logged-in user 
4. Assign: Click to pop up the assignment box and assign to the designated person

1.Customer Management

The customer management page is used to display and manage customer information in the system, with data permissions divided by role as follows:

1. Sales can view their own data

2. Sales directors can view data from their department and subordinate departments

3. Management can view all data

2. 线索管理-新增线索

1. 创建条件：必须完成所有必填项才可创建
2. 创建：点击创建后即可创建，创建的线索为新建状态，后续有线索更新则为跟进中状态；此两种状态均可随时转化为正式客户

3. 线索管理-转化

1. 客户名称：会自动带线索名称过来，需要更新为客户公司的官方名称
2. 确定：修改名称后即可确定，确定后线索更新为【已转化】状态，并同步到客户管理功能中。此列表的记录不可操作作为留档使用

1.客户管理

客户管理页面用于展示、管理系统中客户的信息，按照角色划分的数据权限如下：

1. 入口：客户管理入口在客户下方
2. 查询：查询（名称、编码、创建时间）字段符合要求的信息
3. 新增客户：点击新增客户，详见下方【客户管理-新增客户】
4. 客户名称：支持交互，点击查看详情
5. 编辑：编辑客户信息，详见下方【客户管理-编辑】
6. 勾选客户：勾选客户后可进行批量操作，批量选择一般会搭配查询使用
7. 批量操作：勾选后出现按钮，批量转移用于将客户转移负责人，一般用于销售离职交接；移入公海用于将客户转移到公海中，一般用于客户无法跟进的情况

2.客户管理-新增客户

1. 客户新增：至少需要完成必填项后才可完成新增，包括名称、编码、联系人、负责人
2. 创建：完成必填项后即可创建客户

-新增客户

1. 客户新增：至少需要完成必填项后才可完成新增，包括名称、编码、联系人、负责人
2. 创建：完成必填项后即可创建客户

3.Customer Management - Edit

The editing function is used for the completion of customer information. According to management requirements, at least the [Detailed Information, Payment Information] must be completed before the customer information can be considered complete and ready for submission for approval.

1. Interaction: Click on the customer name to view details
2. Detail switching: Each tab can be clicked to view
3. Editing: Edit the current detail page being viewed, note that each detail page has different required fields that need to be completed before submission; the person in charge is temporarily not editable and can only be changed through transfer

1. 交互：点击客户名称查看详情
2. 详情切换：每个tab页均可点击查看
3. 编辑：编辑当前查看的详情页，注意每个详情页会有不同的必填项，需要完成后才可提交；负责人暂时不可编辑，只能通过转移进行操作

1.公海列表

公海功能的主要目标是将销售无法跟进的客户或非销售角色意外获得的客户进行自主流转，由有意愿和时间的销售主动跟进

此页目前暂未进行数据权限限制

1. 入口：公海管理在客户菜单下
2. 查询：按照客户名称、编码、创建人进行快速查询，或点击高级搜索进行更多条件的查询
3. 客户名称：支持交互，点就查看详情，只能查看不可编辑
4. 领取：点击领取对应的客户由自己负责
5. 分配：点击弹出分配框，选择指定销售负责
6. 勾选项：勾选后可进行批量操作，勾选后右下角出现批量操作按钮
7. 批量领取：将选中的客户批量设置为自己负责

1.商机管理

商机管理用于对客户进行商机的管理记录，是对客户促成成交的进一步细化跟踪流程，用于在报价前记录客户的需求并针对这个需求进行一组报价直到最终成单转下团

一般用于新客户进行详细的跟踪服务使用，老客户直接报价下团可跳过此步骤

数据权限限制

1. 销售看自己的数据
2. 销售总监看本部门数据
3. 经管看全部的

1. 入口：商机管理入口在客户菜单下
2. 查询：按照商机名称、客户名称、销售快速查询，或点击高级搜索进行更多条件的查询
3. 新建商机：点击新增商机，详见下方【商机-新建商机】
4. 商机名称：支持交互，点击查看详情，详见下方【商机-商机详情】
5. 客户名称：客户名称不支持交互，仅是商机的关联客户。注意，商机关联客户和报价关联客户在报价客户更新后可能存在不同的情况

2. 商机-新建商机

新建商机时，根据必填项的变换会有不同，请根据实际情况选择

1. 必填项要求：只有所有必填项完善后才可新增
2. 是否可预估团量：如果选择是，则预计出团数量
3. 预计出团数量：只能输入正整数(不包括0)，输入后预计出团时间改为必填
4. 预计出团时间：如果预计出团数量大于1，则时间为时段选择，等于1则为日期选择
5. 创建：所有需求提交后创建对应的商机

3. 商机-商机详情

商机详情中，可进行商机基础信息管理，并针对商机进行报价

此外，直接报价的操作也会在商机页对应的生成对应的商机单，便于后续跟踪管理

商机详情-基础信息

1. tab切换：切换基础信息和报价单列表查看
2. 状态：商机创建后即为新建状态，更新报价后更新为跟进中
3. 编辑：只有商机详情可编辑

商机详情-报价单

1. 切换：切换到报价单查看详情
2. 新建报价单：点击后针对该商机创建报价单
3. 操作：报价单操作流程与报价功能中相同，此处仅作入口平移处理，详见上方的【报价】相关部分

1.询价管理

询价管理功能用于查询询价的历史记录存档，或在没有明确关联报价时使用。如果有关联的报价/团组，建议前往报价/团组页面进行询价。

此页的数据权限逻辑如下：

1. 销售看自己的数据
2. 销售总监看本部门数据
3. 经管看全部的

1. 入口：询价管理在团组菜单下
2. tab切换：点击切换资源，切换后只展示对应资源的询价结果
3. 详情查看：询价详情很长，需要向右滚动查看
4. 关联商机/团号：直接发起的询价可进行反向关联商机或团号
5. 取消：尚未结束的询价任务如果已经不需要了可进行取消操作，防止浪费op资源
6. 发起询价：发起不关联报价或团组的询价，与报价中询价相同，详见上方【报价-发起询价】相关页面

1.无合同下团申请

1. 入口：无合同下团申请的入口在团组分支下
2. 时段过滤：用于过滤申请时间，默认不过滤。支持按照默认选项或自定义时段进行过滤
3. 审核状态：默认不过滤，支持按照审核状态过滤
4. 查询：支持按照单据号、销售、当前审核人进行过滤，支持点击高级搜索进行进一步过滤
5. 申请无合同下团：新增新的无合同下团，确定后会进入审批
6. 编辑：编辑无合同下团申请，审核中不可操作
7. 作废：将无合同下团的申请作废，审核中不可操作

2. 无合同下团（待开发上线）

1.团组管理-列表

团组管理功能用于管理团组，可查看团组的状态、更新团组信息、复制团组快捷下团、取消团组、测算应收、更新/下载团组文件等

1. 入口：团组管理入口再团组下
2. 查询：快速查询团号、客户、报价单编码，也可点击高级搜索进行进一步的过滤
3. 团组编号：支持交互，点击进入团组详情查看，详见下方的【团组详情】
4. 报价名称：支持交互，点击查看关联的报价记录
5. 团组复制：单词或批量复制团组的所有信息，生成新的团组在列表的最上方。生成的团组编号模式为原团组编号-00X。生成的团会处于预下团状态，需要点击团组编号进入详情调整行程和资源并计算报价后提交审批，且审批通过后才会转入正式下团状态。并推送相关任务给OP。
6. 取消团组：如果团组发生变动需要取消，可找到对应的团组后提交取消审批。审批通过即可取消团组。
7. 测算应收：点击开始测算应收，基于行程和报价提供测算基础并允许人工调整，详细的说明见下方【团组管理-测算应收】。
8. 更多操作：目前包含送签、出签、封团三个按钮，详见下方【团组管理-送签、团组管理-出签、团组管理-封团】

2.团组管理-送签

送签弹窗用于快速的记录送签信息，如果不慎填错，也可以在团组详情中进行管理、更新。

1. 送钱人数：填入送签人数，限制为正整数
2. 送签日期：填入送签的日期
3. 确定：会校验信息是否输入，输入后即可提交

3.团组管理-出签

出签人数弹窗用于快速的更新出签信息，如果不慎填错，也可以在团组详情中进行管理、更新。

出签人数需要按照以下格式进行更新：

1. 客人
2. 领队
3. 导游

如果某个类型没有人数，那么请输入0

4.团组管理-封团

手动封团仅应用于不满足自动封团的情况下，又需要封团时。提交默认需要经管审批，通过后即可封团。

1. 是否满足：展示封团条件的满足情况，绿勾为满足，红叉为不满足
2. 确定封团：点击后即可提交封团，默认进入审批

5. 团组管理-团组详情-关键信息/报价

团组详情功能目标为展示团组的所有信息，并进行信息分区，便于快速的找到想要查看的信息，同时对信息进行调整、更新操作

1. 关键信息展示：展示团组的关键信息，后续报价、任务、财务计算均会基于关键信息
2. 标签提示：团组编号、下团状态展示在最上方，便于快速确认团组和状态
3. 附件管理：用于展示、查询、下载团组相关的附件，快捷使用，详见【团组管理-附件管理】
4. 资源报价变更调整：用于调整团组的行程资源需求、报价，详见下方的【团组管理-资源报价变更】
5. 查看报价历史：点击查看报价的历史记录
6. 报价放大：点击放大报价页面为整页进行查看

6.团组管理-团组详情-团组收客信息/团组行程信息

团组详情功能目标为展示团组的所有信息，并进行信息分区，便于快速的找到想要查看的信息，同时对信息进行调整、更新操作

团组收客信息/行程信息

1. 团组收客信息：展示团组的收客信息，并能够随时编辑更新
2. 上传/查看：用于上传和查看团组对应的分房名单
3. 团组行程：默认折叠，点击可查看详情
4. 地图：点击查看地图，在地图上展示行程

团组收客编辑：

1. 确认出团：确认后OP会收到出团提示并推送相关任务
2. 送签标记：用于记录是否送签完成
3. 添加送签人数：按照批次添加送签人数
4. 出签标记：用于记录是否出签完成
5. 出签人数：记录并展示客人、领队、导游人数，便于后续报价计算使用

4.团组管理-财务数据/应收（开发完成后财务模块后一同补全）

5.团组管理-团组详情-实收/任务-资源/投诉（开发完成后补全）

任务资源完成后完善

6.团组管理-团组详情-附件管理（开发完成后补全）

7.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-通用

资源报价变更分为两种情况，如下图所示：

1. 修改团组行程：调整行程+报价，一般而言需要审批
2. 仅修改报价：调整报价本身，行程不变，报价降低的情况需要审批

其中，修改团组行程是调整行程后进行报价调整，两个选项均会对报价进行调整，报价的调整部分是通用的

1. 总行程：用于展示行程信息，可修改
2. 是否需要(资源)订单：需要注意与下方的资源类型勾选区分，此处的是否需要是指下方的资源是否需要OP进行询价采购的。下方出现的资源有可能是仅仅是行程需要展示。
3. 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，对于酒店和餐，添加后会默认给下方每一天均添加对应的资源，方便快速添加。
4. 展开地图：点击展开地图查看，便于直观的查看旅游线路
5. 添加团前行程：在某些情况下，团组需要某些特定人员提前前往，可设置团前行程，资源控制方式与通常的行程一致
6. 添加团后行程：在某些情况下，团组需要某些特定人员多待几天，可设置团后行程，资源控制方式与通常的行程一致
7. 特殊服务：此选项仅在到达城市中有意大利城市时出现，选择后系统会推送任务给专门的人员
8. 升级服务：点击后增加升级服务的备注

• 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

8.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-酒店

整体而言，团组变更的资源控制与报价中的是一致的，只是为了下团询价需要增加了一些细节字段

1. 资源添加：点击后选择在对应日期想要增加的资源，注意，选项的可选性受到上方的资源类型影响
2. 备注：对指定日期进行特殊的备注，如果是针对某个资源的备注可在对应资源的备注或特殊要求中增加
3. 添加途径城市：点击选择或模糊搜索匹配途径城市，支持增加多个途径城市
4. 到达城市：点击选择或模糊搜索匹配到达城市
5. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
6. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
7. 城市税：默认包含，如果报价不包含需要选择不包含。此选项影响后续计算时城市税是否参与到毛利计算中。不影响行程中的城市税是否展示。
8. 复制去其他酒店：此按钮在酒店要求相同的情况下可用，快速的复制酒店信息到全部日期，适用于全部或大部分酒店要求相同的情况。比如只有城市不同，其他要求相同，可复制后逐个更新城市即可。
9. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准

9.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-车

整体而言，团组变更的资源控制与报价中的是一致的，只是为了下团询价需要增加了一些细节字段

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准；注意，【行程天数】填入后会同步当前车信息到后续的日期中，并保持为不可修改状态，请确保在用车的第一天进行调整

10.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-餐食

整体而言，团组变更的资源控制与报价中的是一致的，只是为了下团询价需要增加了一些细节字段

1. 餐食类别：标记餐食类别，一般包含早/午/晚
2. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
3. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
4. 复制去其他餐食：如果餐食要求相同或大部分相同，可使用此按钮快速同步后调整，如果有差异请逐个完善
5. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新

11.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-票

整体而言，团组变更的资源控制与报价中的是一致的，只是为了下团询价需要增加了一些细节字段

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新
4. 是否需要官导：此信息会在供应商库维护，选择票后自动带入。如果信息有误请联系产品或op进行更新

12.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-导游

整体而言，团组变更的资源控制与报价中的是一致的，只是为了下团询价需要增加了一些细节字段

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新

13.团组管理-团组详情-资源报价变更-修改团组行程(行程部分)-特殊资源

整体而言，团组变更的资源控制与报价中的是一致的，只是为了下团询价需要增加了一些细节字段

1. 报价包含标记：默认包含，如果不包含仅是做行程需要则选择不包含。此选项影响后续的报价计算，不包含的资源不会进入报价计算。
2. 外包标记：默认不外包，外包的则需要选择外包。此选项只是一个标记，后续算利润、考核会有不同，但是不影响报价流程。
3. 必填项：完善必填项后才可进入下一步，此处的必填项会影响后续的指导价匹配，填入的字段越多指导价匹配越精准。如果票没有需要的选择，请联系产品或op进行更新

14.团组管理-团组详情-资源报价变更-修改团组行程(报价部分)/仅修改报价

调整完成行程后或仅调整报价均进入此页，整体逻辑与报价模块中的报价页面基本一致，增加了部分细节以进行下团计算

1. 司导房费是否包含：默认包含，包含后司导价格会参与价格计算
2. 半间价：按照半间价格作为最小单价，为必填。其他数据可根据实际情况更新
3. 添加升级费用：如有升级需要可进行升级信息填入
4. 单房差：系统预设了公式，可调整扣减系数计算单房差，便于快速计算升级费用，本身不影响小计
5. 小计=半间价*半间数*晚数+司导数*司导价+城市税*（1+司导数）；其中1代表客人人数，此处仅为示例，详细计算见下方人档。司导数在房费不包含的情况下不参与计算

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6. 车费用：需要至少填入价格，其他项目根据实际情况完善
7. 停车费计算器：查询库中的停车费用，便于快速估算
8. 高速费计算器：查询库中的高速费用，便于快速估算，后续的计算器也是一样的参考逻辑
9. 小计=价格/天*（行驶天数+空驶天数）+接机费+送机费+停车费+高速费+进城费+小费/人/天*人数*行驶天数+司机餐补/顿*吨数+司兼导陪同费+司兼导语言附加费

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10. 价格类型：按照每人/每团进行设置，请按照实际选择
11. 价格区间：设置价格类型对应的区间，请确保覆盖团组计算的人数
12. 价格：设置区间价格
13. —&+：增加或减少价格区间
14. 小计=Σ（团组人数）*每个餐类型对应档位的价格