【Sales】HERP4.0 Operation Manual

Version：(v. 1.0)
Updated Time：2024-12-813

Content

Table of Contents

Brief Introduction

	功能Function	功能简述Function Brief
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】【10Copy】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. 【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.

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.

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.

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.

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]

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].

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].

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].

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].

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].

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

The whole group inquiry will automatically bring in the itinerary information. You need to improve the inquiry requirements of all resources at one time before you can enter the next step.

Image Addeddengtu

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.

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（更新图）
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.

Image RemovedImage Added

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.

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

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.

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].

Quotation template: Select a quotation template, if there is no satisfactory template, please contact IT department.
Return to Quotation Management: Go back to the management page.
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.

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。
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。
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。
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
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.

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。
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
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
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.

Clue Management

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

Creation condition: All mandatory fields must be completed before creation.
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.

Clue
Lead Pool

1.

Clue
Lead Pool

The clue Lead 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.

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

Customer Management

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

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入口：客户管理入口在客户下方
查询：查询（名称、编码、创建时间）字段符合要求的信息
新增客户：点击新增客户，详见下方【客户管理-新增客户】
客户名称：支持交互，点击查看详情
编辑：编辑客户信息，详见下方【客户管理-编辑】
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
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

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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
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.

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Interaction: Click on the customer name to view details
Detail switching: Each tab can be clicked to view
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

公海管理

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

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入口：公海管理在客户菜单下
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
客户名称：支持交互，点就查看详情，只能查看不可编辑
领取：点击领取对应的客户由自己负责
分配：点击弹出分配框，选择指定销售负责
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
批量领取：将选中的客户批量设置为自己负责

商机管理

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

销售看自己的数据
销售总监看本部门数据
经管看全部的

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入口：商机管理入口在客户菜单下
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
新建商机：点击新增商机，详见下方【商机-新建商机】
商机名称：支持交互，点击查看详情，详见下方【商机-商机详情】
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

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必填项要求：只有所有必填项完善后才可新增
是否可预估团量：如果选择是，则预计出团数量
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
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
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

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商机详情-基础信息

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

商机详情-报价单

切换：切换到报价单查看详情
新建报价单：点击后针对该商机创建报价单
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

询价管理

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：

销售看自己的数据
销售总监看本部门数据
经管看全部的

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入口：询价管理在团组菜单下
tab切换：点击切换资源，切换后只展示对应资源的询价结果
详情查看：询价详情很长，需要向右滚动查看
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
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
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

无合同下团

1.无合同下团申请

无合同下团申请用于在客户尚未正式签署合同或合同正在走流程时，但是又需要马上下团下订单以免错过资源掌控期的情况。申请后请前往【无合同下团】功能中进行下团操作。
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入口：无合同下团申请的入口在团组分支下
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
审核状态：默认不过滤，支持按照审核状态过滤
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
申请无合同下团：新增新的无合同下团，确定后会进入审批
编辑：编辑无合同下团申请，审核中不可操作
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）
团组管理
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
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入口：团组管理入口再团组下
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
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】
报价名称：支持交互，点击查看关联的报价记录
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。
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。
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】。
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。
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送钱人数：填入送签人数，限制为正整数
送签日期：填入送签的日期
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。
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出签人数需要按照以下格式进行更新：
客人
领队
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。
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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
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
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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
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
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】
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】
查看报价历史：点击查看报价的历史记录
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
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团组收客信息/行程信息
团组收客信息：展示团组的收客信息，并能够随时编辑更新
上传/查看：用于上传和查看团组对应的分房名单
团组行程：默认折叠，点击可查看详情
地图：点击查看地图，在地图上展示行程
团组收客编辑：
确认出团：确认后OP会收到出团提示并推送相关任务
送签标记：用于记录是否送签完成
添加送签人数：按照批次添加送签人数
出签标记：用于记录是否出签完成
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）
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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
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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：
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修改团组行程：调整行程+报价，一般而言需要审批
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
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总行程：用于展示行程信息，可修改
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。
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。
展开地图：点击展开地图查看，便于直观的查看旅游线路
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
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
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
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
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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
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
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
到达城市：点击选择或模糊搜索匹配到达城市
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。
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。
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。
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。
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
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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。
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。
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
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餐食类别：标记餐食类别，一般包含早/午/晚
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。
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。
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
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
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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。
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。
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
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
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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。
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。
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
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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。
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。
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
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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
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
添加升级费用：如有升级需要可进行升级信息填入
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
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
车费用：需要至少填入价格，其他项目根据实际情况完善
停车费计算器：查询库中的停车费用，便于快速估算
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
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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1.Entry: The customer management entry is located below the customer. menu
2. Query: Query information that meets the requirements of (name, code, creation time) fields.
3. Add Customer: Click to add a new customer, see details below [Customer Management - Add Customer].
4. Customer Name: Supports interaction, click to view details.
5. Edit: Edit customer information, see details below [Customer Management - Edit].
Approval/Revoke/Urge: is for customer review.
Approval is submit for approval, used when customer key information updated.
Revoke: Revoke the reviewing process
Urge: urge the reviewing process
6. Select Customers: After selecting customers, batch operations can be performed, batch selection is usually used in conjunction with queries.
7. Batch Operations: Buttons appear after selection, batch transfer is used to transfer customers to a new responsible person, generally for sales handover when an employee leaves; move to the unassigned customer is generally for situations where customers cannot be followed up and hand it out for these who is able and willing to follow.

2.Customer Management - Add New Customer

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Customer Addition: At least the mandatory fields must be completed before addition can be finalized, including Name, Code, Contact Person, and Responsible Person.
Creation: After completing the mandatory fields, the customer can be created.

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.
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Interaction: Click on the customer name to view details
Detail switching: Each tab can be clicked to view
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

Unassigned customer
1.Unassigned customer

The main goal of the unassigned customer is to autonomously transfer customers that salespeople are unable to follow up on or customers unintentionally obtained by non-sales roles, so that salespeople who are willing and have the time can take the initiative to follow up.

This page currently does not have data permission restrictions.
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1.Entry: Unassigned customer is under the customer menu
2. Query: Perform a quick search by customer name, code, or creator, or click advanced search for more conditions
3. Customer Name: Supports interaction, click to view details, read-only and not editable
4. Claim: Click to claim the corresponding customer
5. Assign: Click to pop up the assignment box, select the designated salesperson to take responsibility.
6. Checkbox: After checking, batch operations can be performed, and a batch operation button appears at the lower right corner
7. Batch Claim: Set the selected customers in bulk to your private customers

Business Opportunities
1.Business Opportunities

Business opportunity management is used for managing and recording business opportunities for customers, which is a further detailed tracking process to facilitate closing deals with customers. It is used to record customer needs before quoting and to provide a set of quotations based on these needs until the final deal is closed and the group is formed. It is generally used for providing detailed tracking services for new customers or to serve a customer with multiple needs at the same time.

Data permission restrictions:
1. Salespeople can view their own data.
2. Sales directors can view data from their own department/region.
3. BM can view all data.
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1.Entry: The business opportunity entry is under the customer menu
2. Inquiry: Search by business opportunity name, customer name, or sales for quick queries, or click advanced search for more conditions
3. Create new business opportunity: Click to add a new business opportunity, see below [Business Opportunity - Create New Business Opportunity]
4. Business opportunity name: Interactive, click to view details, see below [Business Opportunity - Business Opportunity Details]
5. Customer name: Not interactive, it is only the associated customer of the business opportunity.

2. Business Opportunity - Create New Business Opportunity

When creating a new business opportunity, the required fields may vary. Please select according to the actual situation.
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lds are completed can new entries be added
2. Is Group Volume Predictable: If yes is selected, then the estimated group size must be provided
3. Estimated group Volume: Only positive integers (excluding 0) can be entered, and after entry, the estimated departure time becomes mandatory
4. Expected departure time: If the estimated group size is greater than 1, the time will be a period selection; if equal to 1, it will be a date selection
5. Create: After all requirements are submitted, the corresponding business opportunity is created

3. Business Opportunity - Business Opportunity Details

In the business opportunity details, you can manage basic information of the business opportunity and make quotations for it.
Moreover, the direct quotation operation will also generate the corresponding business opportunity order on the business opportunity page, which is convenient for subsequent tracking and management.
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Business Opportunity Details - Basic Information
1. Tab Switching: Switch between viewing basic information and quotation list
2. Edit: edit the details if necessary.

Business Opportunity Details - Quotation Form

1. Switch: Switch to the quotation form to view details, the quotation form is the same as the quotation function, here is a business opportunity related
2. Create New Quotation Form: Click to create a quotation form for this business opportunity
3. Operations: The operation process of the quotation form is the same as in the quotation function, this section only serves as an entry point transfer, please refer to the [Quotation] related sections above for more details

Inquiry Management
1.Inquiry Management

The Inquiry Management function is used to query the historical records of inquires. If there are related offers/groups, it is recommended to go to the Offer/Group page for inquiries.
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1.Entry: Quotation management is under the group menu
2. Tab switching: Click to switch resources, after switching only the quotation results of the corresponding resources will be displayed
3. Details viewing: The quotation details are very long and need to be scrolled to the right to view
4. Related to opportunity/group: Directly initiated quotations can be associated with opportunities or group numbers in reverse
5. Cancel: Unfinished quotation tasks that are no longer needed can be canceled to prevent wasting OP resources
6. Initiate quotation: Initiate quotations not associated with quotes or groups, the same as quotations in quotes, see the relevant pages above [Quotation - Initiate Quotation]

No Contract Application(For Customers haven't sign Contract)
1.No Contract Application

No Contract application without a contract is used when the customer has not yet formally signed the contract or the contract is still in process, but it is necessary to immediately place an order to avoid missing the resource control period. After the application, you can proceed with the group operation.

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1.Entry: The entry is under the team branch
2. Time Filter: Used to filter application time. Supports filtering by default options or custom periods
3. Review Status: Default is not filted, supports filtering by review status
4. Query: Supports filtering by document number, salesperson, and current reviewer, supports clicking advanced search for further filtering
5. Application for group placement without contract: Add a new application , which will enter the approval process after submit
6. Document Number: click to see more details, including reviews.
7. Edit: Edit the application, cannot be operated during review
8. withdraw/Urge：during the reviewing process the person who submited the application could withdraw or urge reivew.

Group Management
1.Group Management - List

The group management function is used to manage groups. It allows you to view the status of groups, update group information, quickly copy/cancel groups, calculate receivables, and update/download group files, etc.
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1.Entry: Group Management Entry under the Group menu
2. Query: Quick search for group number, customer, and quotation code, or click Advanced Search for further filtering
3. Group Number: click to enter group details for viewing, see below [Group Details]
4. Quotation Name: click to view related quotation records
5. Group Copy: Single or batch copy of all group information, generating a new group at the top of the list. The generated group number format is original group number-00X. The generated group will be in preparation status, requiring entry into group details to adjust itineraries and resources and calculate quotations before submitting for approval.
After approval, it will be transferred to formal status and relevant tasks will be pushed to OP.
6. Cancel Group: If changes occur and the group needs to be canceled, find the corresponding group and submit a cancellation request for approval. Once approved, the group will be canceled.
7. Calculate Receivables: Click to start calculating receivables, providing a calculation basis based on the itinerary and quotation with allowance for manual adjustments. Detailed instructions are provided below [Group Management - Calculate Receivables].
8. More Operations: Currently includes three buttons for visa application, visa issuance, and group closure. See below [Group Management - Visa Application, Group Management - Visa Issuance, Group Management - Group Closure].

2.Group Management - Visa Submission

The visa application pop-up is used for quickly recording visa application information. If you accidentally fill in the wrong information, you can also manage and update it in the group details.
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1.Number of visa submissions: Enter the number, limited to positive integers
2. Visa submission date: Enter the date
3. Confirm: Will verify if the information has been entered, after entering you can submit

3.Group Management - Visa Issuance

The visa issuance pop-up is used for quickly updating visa information. If you accidentally fill in the wrong information, you can also manage and update it in the group details.
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The number of people who have been issued visas needs to be updated in the following format:
1. Guests
2. Team Leader
3. Guide
If there are no people for a certain type, please enter 0

4.Group Management - Close the Group

Manual group sealing is only applied when automatic group sealing conditions are not met but sealing is still required. Submission by default requires management approval, after which the group can be sealed.
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1. Whether the conditions for sealing the group are met: a green checkmark indicates that the condition is met, a red cross indicates that it is not met.
2. Confirm sealing the group: Clicking will submit the seal, and it will default to enter the approval process.

5. Group Management - Group Details - Key Information / Quotation

The goal of the group details page is to display all information about the group and organize it into sections for quick access to the desired information, while also allowing for adjustments and updates to the information.
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1.Key information display: Display the key information of the group, subsequent quotations, tasks, and financial calculations will all be based on the key information
2.Tag prompts: Group number and status are displayed at the top for quick confirmation of the group and its status
3.Attachment management: Used for displaying, querying, and downloading attachments related to the group, see [Group Management - Attachment Management] for details
4.Resource quotation change adjustment: Used to adjust the group's itinerary resource requirements and quotations, see [Group Management - Resource Quotation Change] below for details
5.View quotation history: Click to view the historical records of quotations
6.Quotation enlargement: Click to enlarge the quotation page to full screen for viewing

6.Group Management - Group Details - Group Customer Information / Group Itinerary Information

The goal of the group details function is to display all information about the group and organize it into sections for quick access to the desired information, while also allowing for adjustments and updates to the information.
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Group Booking Information/Itinerary Information
1. Group Booking Information: Display the booking information of the group and allow for editing and updating at any time
2. Upload/View: For uploading and viewing the room allocation list corresponding to the group
3. Group Itinerary: Default is collapsed, click to view details
4. Map: Click to view the map, displaying the itinerary on the map

Group guest editing:
1. Confirm departure: After confirmation, the OP will receive a departure prompt and related tasks will be pushed.
2. Visa submission marking: Used to record whether the visa submission is completed.
3. Add visa submission numbers: Add visa submission numbers in batches.
4. Visa issuance marking: Used to record whether the visa issuance is completed.
5. Number of visa issuances: Record and display the number of guests, leaders, and guides, which is convenient for subsequent quotation calculations.

7.Group Management - Financial Data

The group financial data is presented as the result of the group quotation calculation. An estimated data is used to estimate the collection information of the group, which can be estimated at any time according to the number of guests.
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Group collection information: Adjust the group collection information, especially after updating the final number of check-outs/recipients, you can update the estimated pre-payment amount

Financial data presentation: Present the profile data and total price in the quotation estimate, and display the estimated date of financial payment and balance

Estimated prepayment amount: The amount is updated at any time according to the number of guests. After updating the number of guests in the group, you can click the calculator to update at any time to view the estimated amount.

8.Group Management - Group Details - Receivable Estimates

Receivables calculation function is used to quickly calculate the overall receivables of the group based on the group information. After the calculation, a receivable data will be generated. After the collection is completed, you can go to [Finance-Receivables Management] to confirm and finally complete the collection.

It is estimated that there should be 2 entrances
Group details lower left corner
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2. Right side of the group list
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Number of units of resources: When calculating receivables, the number of resources can be adjusted according to the actual situation, corresponding to the number of half rooms in the hotel, the number of people with meals, tickets, and special resources. There is no adjustable content for tour guides and cars
The number of recipients: Adjust according to the number of final recipients. If the free object does not need to be included
The number and amount of free rooms: If there is a free room amount, it needs to be adjusted here.
Markup rate: Percentage markup on the total price
Discount: Discount on the basis of the total price increase
Single room difference/complaint: The single room difference is used to adjust the price and number of people and is included in the total price; complaint fee
Generate receivables: After confirming that they are correct, a receivables generation record can be generated and entered into receivables management

9.Group management - Group details - Attachment management
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Query: Filter by attachment type and name
Upload attachments: After clicking, you can directly upload attachments to the attachment management of the corresponding group for subsequent viewing and use
Attachment name: Support clicking to preview the file
Download: directly download the attachment
Void: Void the file, the file will not be deleted, but will be underlined and displayed as voided.

10.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Itinerary Section) - General

Resource quotation changes are divided into two situations, as shown in the figure below:
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Modify group itinerary: adjust the itinerary and quote, generally requires approval
Only modify the quote: adjust the quote itself, the itinerary remains unchanged, a reduction in the quote requires approval In this case, modifying the group itinerary involves adjusting the itinerary followed by a quote adjustment. Both options will result in a quote adjustment, and the part of the quote adjustment is common.

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1.Total Itinerary: Used to display itinerary information, can be modified.
2. Whether to Order (Resources): whether to order here refers to whether the resources listed below need to be quoted and purchased by OP. Resources appearing below may only be for display in the itinerary.
3. Resource Type Options: Control the overall resource items, only selected resources can be added to the itinerary. For hotels and meals, they will be added by default to each day after addition, making it convenient for quick addition.
4. Expand Map: Click to expand the map view, which facilitates an intuitive view of the travel route.
5. Add Pre-Trip Itinerary: In some cases, certain specific individuals need to arrive earlier, you can set up a pre-trip itinerary. The resource control method is the same as for regular itineraries.
6. Add Post-Trip Itinerary: In some cases, certain specific individuals need to stay longer, you can set up a post-trip itinerary. The resource control method is the same as for regular itineraries.
7. Special Services: This option only used when the destination city includes Italian cities that requires special service. After selection, the system will assign tasks to dedicated personnel.
8. Upgrade Services: Click to add upgrade service notes.
• Upgrade Service - Hotel: Set hotel upgrade requirements based on whether a specific hotel is designated. If the location is uncertain, just specify the number of nights for upgrade; if a specific station is required, complete the check-in information in the check-in city above and specify the corresponding itinerary day. The upgrade content includes (star rating, hotel breakfast, hotel features, other special notes)
• Upgrade Service - Meal: If the upgrade meal location can be clearly specified, please designate it above; if the upgrade meal location cannot be clearly specified, designate it here in the form of quantity + notes.

11.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Itinerary Section) - Hotel

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.
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1. Resource addition: After clicking, select the resource you want to add on the corresponding date. Note that the selectivity of the options is affected by the resource type above
2. Remarks: Make special remarks on the specified date. If it is a note for a certain resource, it can be added to the remarks or special requirements of the corresponding resource
3. Add route city: Click to select or fuzzy search matching route city, support adding multiple route cities
4. Arrival city: Click to select or fuzzy search to match the arrival city
5. Quote includes mark: included by default. If not included, select not included if it is only needed for the itinerary. This option affects subsequent quote calculations, and resources that are not included will not enter the quote calculation.
6. Outsourcing mark: Outsourcing is not done by default, and outsourcing is required. This option is just a mark, and subsequent profit calculation and assessment will be different, but it will not affect the quotation process.
7. City tax: included by default. If the quotation is not included, you need to select not included. This option affects whether the city tax participates in the gross profit calculation in subsequent calculations. It does not affect whether the city tax is displayed in the itinerary.
8. Copy to other hotels: This button can be used when the hotel requirements are the same. Quickly copy the hotel information to all dates, which is applicable to all or most hotel requirements. For example, only the cities are different, and other requirements are the same. You can copy and update the cities one by one.
9. Required fields: You can only enter the next step after completing the required fields. The required fields here will affect the subsequent guide price matching. The more fields you fill in, the more accurate the guide price matching will be.

12.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Itinerary Part) - Car

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.

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1.Quote Inclusion Mark: Included by default. If it is not included, it is only required for the itinerary. This option affects subsequent quote calculations, and resources that are not included will not enter the quote calculation.
2. Outsourcing mark: Outsourcing is not done by default, and outsourcing is required. This option is just a mark, and subsequent profit calculation and assessment will be different, but it will not affect the quotation process.
3. Required fields: After completing the required fields, you can enter the next step. The required fields here will affect the subsequent guide price matching. The more fields you fill in, the more accurate the guide price matching will be; note that after filling in [Travel Days], the current car information will be synchronized to the subsequent date and remain in a non-modifiable state. Please make sure to adjust it on the first day of use.

13.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Itinerary Part) - Meals

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.

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1.Meal category: Mark the meal category, generally including breakfast/lunch/evening
2. The quotation includes the mark: included by default. If it is not included, it is only needed for the itinerary. This option affects subsequent quotation calculations, and resources that are not included will not enter the quotation calculation.
3. Outsourcing mark: Outsourcing is not done by default, and outsourcing is required. This option is just a mark, and subsequent profit calculation and assessment will be different, but it will not affect the quotation process.
4. Copy to other meals: If the meal requirements are the same or most of the same, you can use this button to quickly synchronize and adjust. If there are any differences, please improve them one by one.
5. Required fields: You can only proceed to the next step after completing the required fields. The required fields here will affect the subsequent guide price matching. The more fields you fill in, the more accurate the guide price matching will be. If there is no required selection for the ticket, please contact the product or op to update.

14.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Itinerary Part) - Ticket

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.

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1.Quote Inclusion Mark: Included by default. If it is not included, it is only required for the itinerary. This option affects subsequent quote calculations, and resources that are not included will not enter the quote calculation.
2. Outsourcing mark: Outsourcing is not done by default, and outsourcing is required. This option is just a mark, and subsequent profit calculation and assessment will be different, but it will not affect the quotation process.
3. Required fields: You can only proceed to the next step after completing the required fields. The required fields here will affect the subsequent guide price matching. The more fields you fill in, the more accurate the guide price matching will be. If there is no required selection for the ticket, please contact the product or op to update.
4. Whether an official guide is required: This information will be maintained in the supplier library and automatically brought in after selecting the ticket. If the information is wrong, please contact the product or op to update.

15.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Itinerary Part) - Tour Guide

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.
Image Added
1.Quote Inclusion Mark: Included by default. If it is not included, it is only required for the itinerary. This option affects subsequent quote calculations, and resources that are not included will not enter the quote calculation.
2. Outsourcing mark: Outsourcing is not done by default, and outsourcing is required. This option is just a mark, and subsequent profit calculation and assessment will be different, but it will not affect the quotation process.
3. Required fields: You can only proceed to the next step after completing the required fields. The required fields here will affect the subsequent guide price matching. The more fields you fill in, the more accurate the guide price matching will be. If there is no required selection for the ticket, please contact the product or op to update.

16.Group Management - Group Details - Resource Quotation Changes - Modification of Group Itinerary (Itinerary Section) - Special Resources

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.
Image Added
1.Quote Inclusion Mark: Included by default. If it is not included, it is only required for the itinerary. This option affects subsequent quote calculations, and resources that are not included will not enter the quote calculation.
2. Outsourcing mark: Outsourcing is not done by default, and outsourcing is required. This option is just a mark, and subsequent profit calculation and assessment will be different, but it will not affect the quotation process.
3. Required fields: You can only proceed to the next step after completing the required fields. The required fields here will affect the subsequent guide price matching. The more fields you fill in, the more accurate the guide price matching will be. If there is no required selection for the ticket, please contact the product or op to update.

17.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Quotation Section)/Modify Quotation Only

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.

You can modify quotation only or chose to modify everything [Modify group itinerary]
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Whether the director's room fee is included: It is included by default. After including it, the director's price will participate in the price calculation.
Half price & reference cost: According to the half price as the minimum unit price, it is required. Other data can be updated according to the actual situation; when the cost has a guide price, choose the reference guide price. If there is no guide price, fill in according to the inquiry result or based on offline understanding.
Add the upgrade fee: If you need an upgrade, you can fill in the upgrade information.
Single room difference: The system presets a formula, which can adjust the deduction factor to calculate the single room difference, which is convenient for quickly calculating the upgrade cost
Subtotal = half room price * half room number * night number + company derivative * company guide price + city tax * (1 + company derivative); where 1 represents the number of guests, this is only an example, see the file below for detailed calculation. The company derivative does not participate in the calculation if the room rate is not included
Car cost & reference cost: You need to fill in at least the price, and other items should be improved according to the actual situation; when the cost has a guide price, choose the reference guide price. When there is no guide price, fill in according to the inquiry result or based on offline understanding.
Parking fee, high-speed fee and other additional costs: Support to inquire about the cost in the library, which is convenient for quick estimation, and can also be filled in according to the actual situation
Subtotal = price/day * (driving days + empty days) + pick-up fee + drop-off fee + parking fee + high-speed fee + entry fee + tip/person/day * number of people * driving days + driver meal supplement/ton * number of tons + company and guide accompanying fee + company and guide language surcharge
Price type & price range: Set according to each person/group, please follow the actual selection; set the range corresponding to the price type, please ensure that the number of people calculated by the group is covered
—&+ & reference cost: - & + increase or decrease the price range; select the reference price when the reference cost has a guide price. If there is no guide price, fill in according to the inquiry result or based on offline understanding
Subtotal = Sigma (number of people in the group) * The price of the corresponding gear for each meal type

18.Group Management - Group Details - Resource Quotation Change - Modify Group Itinerary (Quotation Section)/Modify Quotation Only

Overall, the resource control for group changes is consistent with the quotation, it just adds some detailed fields for the group inquiry.

You can modify quotation only or chose to modify everything [Modify group itinerary]
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Price type: set according to each person/group, please choose according to the actual situation.
Price range: Set the range corresponding to the price type, please make sure to cover the number of people calculated by the group, you can click - & + increase or decrease range
Reference cost: Set the reference cost for each range. There is a guide price to refer to the guide price. If there is no guide price, fill in according to the inquiry result or fill in according to the offline information.
Subtotal = Sigma (number of people in the group) * The price of the corresponding gear for each meal type
Tour guide unit price: fill in according to the daily unit price, required
Reference cost: There is a guide price to refer to the guide price, but no guide price to fill in according to the inquiry result or according to the offline information
Subtotal = price/day * number of days + up and down group fee + pick-up fee + tip/person/day * number of people + meal supplement/meal * number of meals + other expenses
Price type: set according to each person/group, please choose according to the actual situation
Unit price of special resources: fill in according to the price/day, required
Reference cost: There is a guide price to refer to the guide price, and no guide price to fill in according to the inquiry result or according to the offline information
Subtotal = Sigma (number of people in the group) * The price corresponding to each special resource
Miscellaneous unit price: Fill in according to price/person, required

5.User support
Common problem:
List any problems that users may encounter and their solutions.
Example: When the login fails, check the username and password.
Contact information:
Provide contact information for the support team.
Example: Technical Support Email: it@hiseas.com.
Demand docking and division:
价格类型：按照每人/每团进行设置，请按照实际选择
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
价格：设置区间价格
—&+：增加或减少价格区间
小计=Σ（团组人数）*每个餐类型对应档位的价格
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五.用户支持
常见问题：
列出用户可能遇到的问题及解决办法。
示例：登录失败时，检查用户名和密码。
联系信息：
提供支持团队的联系途径。
示例：技术支持邮箱：it@hiseas.com 。
需求对接与划分：https://wiki.hiseas.com/x/8YINAQ

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Key

Brief Introduction

1.Purpose

2.Terms

3.Applicable Users

4.Function Description

Quotation

1.Quotation

2.Quotation-adding page

3. Quotation-adding detail page

4. Quotation-Itinerary Selection

5. Quotation-Simple Itinerary-Hotel/Coach

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

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

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

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

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

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

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

13. Quotation - Initiate Inquiry - Group Inquiry

14. Quotation - Inquiry History

15. Quotation - Resource

Search

16. Quotation - Calculate Quotation (Hotel, Car)

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

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

Special resource calculation:

19. Quotation - Generate Itinerary

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

21. Quotation - Premium Itinerary (Hotel Resources)

22. Quotation - Premium Itinerary (Meal Resources)

23. Quotation - Premium Itinerary (Ticket Resources)

24. Quotation - Premium Itinerary (Guide Resources)

25. Quotation - Premium Itinerary (Special Resources)

Clue Management

1. Clue

2. Clue Management - Add Clue

3. Clue Management - Conversion

Lead Pool

1.

Lead Pool

Customer Management

1.Customer Management

2.客户管理-新增客户

3.Customer Management - Edit

公海管理

1.公海列表

商机管理

1.商机管理

2. 商机-新建商机

3. 商机-商机详情

商机详情-基础信息

商机详情-报价单

询价管理

1.询价管理

无合同下团

1.无合同下团申请

2. 无合同下团（待开发上线）

团组管理

1.团组管理-列表

2.团组管理-送签

3.团组管理-出签

4.团组管理-封团

5. 团组管理-团组详情-关键信息/报价

6.团组管理-团组详情-团组收客信息/团组行程信息

团组收客信息/行程信息

团组收客编辑：

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）

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

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

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

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