Creating and Managing Agents
Agents or Operators are external organisations which direct business to you, such as a travel agency. Bookings which come to you via an agent may earn the agent a commission.
Agents are managed from the Main Menu | Agents menu

The Agent list view lists the Agent Name, commission rate, country, phone number, main contact name, and email address.
The Agent list can be filtered using the Options panel on the right hand side of the screen. This allows you to filter your list by country, and agent status (Active or Archived)

All Agents currently listed can be opened as a group, to enable you to work through them consecutively

Exporting
There is an export feature available;
- simply select the agent records you wish to select,
- click the export button from the Options panel on the right hand side of the screen
- a .tsv file called "Odyssey Agent Details.tsv" will appear on your desktop, or in your downloads folder.
- this .tsv file can then be converted to an .xls doc when you open it, for further manipulation

To add an agent
Click the + New button


Enter a business name for the Agent, and click Continue
Agent Detail

- Enter a contact email address for the agent (watch to ensure you get the tick to indicate that the email address is valid)
- Enter a phone number for the agent
- Select a commission rate from the drop down list

- Enter a main contact name
- Record any notes for your reference, e.g. "Promotes Hiking - Southern Alps, Mountain Landscapes. Excellent to deal with", or alternatively, could be used to describe the classification or relationship with the agent, e.g. Operator, or Agent. The content of the notes field will be displayed in hover text on the Agent/Operator list.

- The status of the Agent type can be changed from Active to Archived or Deleted if the item is no longer in use
Agent Address

- Enter full street address details for the agent, along with postcode and fax number
- Enter the website URL for the agent
- Enter the URL for the trips the agent is promoting
- Use the Advertised Trips field to list your trip masters that this agent promotes
Agent Bookings
- As bookings come in to you from an Agent:
- From the Method drop down list, select Agent
- From the Agent Name field, select the name of the Agent
- Enter an Additional / Agent reference number if you have been provided one
- If all of your bookings on this Departure are being referred via this agent, use the copy (multiple page icon) buttons above each field to copy the data to the other bookingsTo learn more about making bookings, click Here

- ensure any appropriate costs or discounts on this booking have the Agent Commission calculation tick box selected. Learn more about the charges settings Here

- These bookings then appear on the Agent | Bookings view. This view lists any bookings made via the agent, along with the value of the booking, the commission payable, the Agent reference number, the booking name and departure start date

To learn more about financial reporting on commission, click Here
To find out the commission owed to an agent on each booking
Learn more Here