Creating Companies & Agents in Zaui

Overview

Companies are other businesses, or resellers, that sell your tours and activities to their guests. The reseller may either call your office or send an email to make a reservation or you can give them the option to book online instead.

You, the supplier, may then decide to offer them a commission as an incentive for them to keep selling your tours and activities. Commission is a relationship where the full payment for an activity/product is taken by either one of your staff members or the agent (ie - a hotel concierge or front desk agent) on behalf of the tour company, and a percentage of the total is remitted back to that agent.

This article will cover:

1. Creating the Commission Code
2. Creating the Company and assign the commission code to it
3. Creating the Agent and assigning them to the company
4. Creating Reservations as a Commission Agent in Zaui Core (Back Office)
5. Creating Reservations as a Commission Agent on the Online Booking Engine

Step 1: Create the Commission Code

Follow the steps in Introducing Commission/Wholesale Rates to create a new commission rate code. Once done, you can move on to creating your new reseller.

Step 2: Create the Company

• From the navigation bar, select Resellers > Companies > Company List. 
• Click Create Company from the shortcuts panel. 
• Enter the Company Name and any other optional information you choose to fill in.
• Under the Rate Type section, select Commission as the Rate Type. 
  
  
  
  
• Report Commission/Invoice based on transaction date means all commissions will be recorded by the transaction date instead of the activity date. 
• Display net rate discount for agents online is not applicable to the commission rate type.
• Click on Rate Code 1 to attach the commission code created in Step 1.
• Be sure to set the Start and End Dates AND what the rate applies to. 
  
  
  
  
• Scroll back up on your screen and don't forget to Save. 

Step 3: Create the Agents

• From the navigation bar, select Resellers > Agents. 
• Click Create Agent from the shortcuts panel.
• If you would like the agent to book reservations through the Zaui online booking engine, flag Allow user to log in, create a username and password and set the login expiry date. 
  

  If any of these above fields are left blank the agent will not be able to log in online.

• Enter the agent's First and Last Name (the only required fields are the name and rate fields, but feel free to enter as much information as you would like).
• Select the Company created in Step 2. 
• Enter an Email Address if the agent would like to receive email confirmations for their bookings.
• If this agent gets a different commission rate from the one assigned to the company, add a new rate code. 
  • Select an existing commission code or create a new one. 
  • Be sure to set the Start and End Dates AND what the rate applies to. 

Creating Reservations as a Commission Agent in Zaui Core (Back Office)

When creating a reservation in Zaui Core (Back Office), you will want to assign the Company and Agent under the Add an Activity section of the booking screen. 

Creating Reservations as a Commission Agent on the Online Booking Engine

If you created login information for the agent in Step 3 above, have them enter their username and password into the Agent Login panel on the online booking engine by clicking on the three black dots icon in the top right corner.  This will automatically attach their account to any reservations that they book online. 

When it comes time for the agent to process payment, they will simply enter the guest’s credit card. When they book a passenger, a confirmation will automatically be sent to the agent's e-mail.

Further, agents have the ability to view their historical bookings and edit their account information from the online booking engine once they have logged in on the Agent Login Panel. 

You can also provide agents with a specific URL (so they don't have to log in every time they want to make a booking!); check out this article for more info.

For information on how to report on commission bookings, check out this article.