Basic system
The basic system includes the travel agency’s complete customer service process. Different functions are integrated, so that the agency employee handles only reservations, while all the rest follows automatically. Below is a diagram showing the functions of the basic Winres system. The actual features of the basic system include Reservation, Cashier, Accounts Receivable, Accounting Reports, Customers, Agents, Destinations / Products, Producers, Sales Statistics, Event Reports, as well as E-mail and Reference Payments from external interfaces.
Winres: Travel agency Enterprise Resource Planning System
These systems are designed exclusively for use in the travel industry, enabling us to take into account all special factors in the industry and integrate the right amount of services into our systems. Winres recognizes preliminary and final invoices and handles all types of tax management, from indirect sales taxes to marginal rates of tax. All tax rates are included and managed automatically. Winres independently puts reservations into correct groups: a reservation is included as a presale until the day of departure, when it becomes a sale. The system handles the whole process, from the moment the customer first makes contact to the time the transaction enters accounting. Winres is the perfect Enterprise Resource Planning System for any travel agency.
Examples of system functionality:
Reservation functions
Choose a customer, products sold, and pricing if necessary. Ask the system to perform invoicing. The system then takes care of the rest: taxes, commissions, capacity, pricing, and entry of information into accounting.
Invoicing and cashier functions
Invoices are generated directly from reservations. In case of changes or cancellations, old invoices are reimbursed automatically. Completed services register automatically in new invoices. Preliminary and final invoices are obtained simultaneously.
Accounts receivable
New invoices and cashier transactions are automatically and instantly available in account ledgers. Payments received by banks are entered into the system automatically using transfer information. Invoice queries can be done by reservation, customer, agent, destination, departure date, etc. Outstanding payments and payment notices can be searched by reservation, customer, or agent.
Customer relationship management
The names and contact information of all customers who make a reservation are saved into the system. When a new reservation is made, the customer’s details can be retrieved from the register. A new customer is added to the register when a reservation is made. Customer purchases also register automatically. This information is used for statistical analysis and various mailing procedures.
Sales statistics
The system compiles statistics of sales according to products, product groups, customer, customer groups, agents and sales clerks. Reports can be generated for the time period needed. Report totals are displayed in Euros or passenger numbers. Search criteria include reservation dates and departures dates. Reports for 1-4 years can be viewed simultaneously, so you can see how current sales compare to previous years.
Reports for accounting
The Winres system posts a sale automatically during reservation. Sales are entered into accounting every month. In addition to sales reports, necessary components include sales receivable reports, presale reports, as well as invoice lists and payment lists. A month’s accounting is usually completed in one hour. In addition to account reports, reports for the Consumer Agency can also be printed using the program.
System functions:
Reservation: New reservation, change, cancellation, reservation search and view using various criteria, automatic pricing, automatic tax management, automatic posting of sales into accounting, new reservation by copying, entry and change of customer and agent information directly through the reservation, reservation history, reminders, confirmation of reservation in different languages and currencies, vouchers.
Invoices and cashier: Invoice, reimbursement, cancellation invoice, - automatic invoice chain management, preliminary and final invoices with due date and terms and conditions, invoices in different languages and currencies, and bank, credit card, and cash payments into the cashier.
Accounts receivable: Automatic projection of reference payments onto invoices, diverse invoice and payment queries: for reservation, customer, destination, departure, etc., outstanding payments and notices of payment by customer and agent, cashier reports according to cashier and method of payment.
Customer relationship management: Corporate and private customers; diverse categories: retrieval of customer information for mailing purposes according to category, area of residence, purchases, etc.
Sales statistics and item reports: Statistics according to products, customers, agents, customer groups, sales clerks, restrictions based on reservation dates and time of travel, reports in Euros or passenger numbers, comparison with previous terms, use of hundreds of different types of reports.
Reports for accounting: Sales reports, preliminary reports, payments receivable, invoice and payment lists, confirmation reports, guidelines for reconciliation of accounts, reports for the Consumer Agency.
Vouchers: For any reservation or product specification, reservation information is automatically transferred onto the voucher with room for informal description of services, search for producer (hotel, ship company, etc.) or agent information, voucher created in system – no pre-made forms needed, attachment to e-mail possible.
E-mail account: E-mail installed into the workstation. All attached documents in PDF or other preferred format, invoices (preliminary, final, reimbursement invoices), confirmation for reservation, offers, itineraries, vouchers.