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How to create a cruise-only quote (B2B)

How to create a cruise-only quote (B2B)

Owned by Kerrie O'Sullivan
22 Nov 2023
2 min read

Create a cruise-only quote with no components.

Here is how >

How to select the required cruise

  • Once a new enquiry has been created

  • Select the customer

  • Go to the quote tab and click the pink ‘ADD QUOTE’ button

  • On the next page called ‘Quote Builder’ Choose type ‘Create a cruise quote’ and click ‘Next’

  • You will be provided with a cruise search to select the cruise on which you want to quote

  • Find the cruise using either of the two search options.

▪Enter a name or destination in the ‘search query’ box and click ‘search’.

▪Alternatively, choose the operator, ship name, and departure date range and click ‘Search’ See Tips

  • A list of cruise options will drop below. Click ‘Select’ on the chosen cruise.

  • You will then be shown a list of available cabins

  • Select the required cabin See Tips

  • The next page will give you the cruise details you have selected and the option to add a back-to-back by clicking on ‘ADD ANOTHER’

  • Click Create

  • You are now presented with an editable quote.

How to edit the cruise quote

  • In the top edit box where the title is you can -

TITLE - Give your quote a title Example: Family Cruise to the Caribbean

ADD PASSENGER NUMBER - Select the number of Adults, Children, Infants

OVERVIEW - Overview can be used as an introduction either about the cruise, the ship, upsell, or personalized to include a message from the agents to the customer. See Tips

PRICE DISPLAY TYPE - Select to display your price by TOTAL PRICE or PER PERSON PRICE

4. Edit ‘What’s Included’ by adding free text in the available box. Type the details and click add. Click Save. See Tips

5. Edit the price panel by clicking on Edit

OPTION NAME > The cabin chosen name will automatically drop in but you can change it if required

PRICE > Override the price Always check the price with your supplier

6. Add Content

TEXT - Free type extra information. Example: Gratuities included

7. Check your quote and make any final edits.

8. Scroll to the top of the quote and click on ‘SEND TO CUSTOMER’ This uses the TProfile email system and will be sent to the agent with the details you added in at the enquiry stage, The agent can supply their customer with the URL to view the quote.

Tips

  • When searching for a cruise on the calendar click once on the first date and second dates and then search.

  • When picking the cabins, you can pick more than one.

  • When picking the cabins if you see the flights bypass and scroll to the cruise-only cabins.

  • Remember overview is one of the first texts that the customer can see the more appealing the better.

  • What's included box - you can drag and drop into order.

For further information, please contact our training manager, Kerrie O'Sullivan.

Email: kerrie@tprofile.co.uk