Creating Wholesale Companies & Agents in Zaui – Zaui Software Support

Overview

Wholesale involves a partnership where a third-party or reseller collects payments on behalf of the supplier and is subsequently invoiced at a later date. As the supplier, you establish an agreement with the reseller, outlining the incentive (net rate) they will earn for the ongoing promotion and sales of your tours and activities. Upon invoicing the reseller, the invoice covers the total sale amount, deducting the net rate retained by the reseller as their incentive.

This article will cover the following topics:

Creating the Rate Code
Creating the Company
Creating the Agents
Creating Wholesale Bookings in Zaui Core (Back Office)
Creating Wholesale Bookings on the Online Booking Engine
Wholesale Credit on Account

Video Guide to Wholesale Agents

For those who prefer a visual format, view our video guide to selling through commissionable and wholesale agents:

There are 3 steps to setting up and using Wholesale in Zaui:

Create the Rate Code
Create the Company and assign the rate code to it
Create the Agents and assign them to the company

1. Creating the Rate Code

Follow the steps in this article to create a new wholesale rate code. Once done, move on to Step 2 below.

2. Creating 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.
If the company keeps a certain amount of credit on account with you, enter the amount of credit the company currently has on hand.
Under Remote Supplier Connection Details, select Wholesale (Discount/Invoice) as the Rate Type.
Report Commission/Invoice based on transaction date means all net discounts will be recorded by transaction date instead of activity date on invoice reports. The default setting is to report commission based on activity date.
Display net rate discount for agents online means the net rate will be displayed at check-out when agents are logged in for online bookings.
Click on to attach the Wholesale rate 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.

3. Creating the Agents

Creating agents enables you to:

Grant permission to agents to log in to your online booking engine to make bookings and review their booking history
Assign and track the commissions of individual 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. Check out this article for rate hierarchy details.
- 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 Bookings as a Wholesale Agent in Zaui Core (Back Office)

When it comes time to process payment for a wholesaler booking in Zaui Core (Back Office), simply select Voucher as the payment method on the checkout screen, select the applicable activity, select the company created in step 2 above, and enter the voucher number* (or numbers, if you have more than one voucher for the same activity). The reference number is the reseller's booking ID.

The voucher number is usually the wholesaler's reference/tracking/transaction number for the reservation.

Creating Bookings as a Wholesale 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 dots in the top right-hand corner. This will automatically attach their account to any bookings that they make online.

When you arrive at the checkout page for a wholesale booking, Voucher as a payment method will automatically be configured (since you logged in as a wholesale agent).

Simply enter the voucher number and press Pay to complete the booking.

Activities can only have one voucher applied to them. If there is more than one voucher with different numbers applied to one booking, all voucher numbers must be applied to the booking at the same time.

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

Wholesale Credit on Account

If the wholesale company keeps a certain amount of credit on account with your company, you can add credit to their company profile.

From the navigation bar, select Contacts > Manage Companies > List Companies.
Click on the Company Name you wish to add credit for.
Under Company Information, you can enter an amount for Credit on Hand ($).
When making bookings in Zaui Core (Back Office), select Credit on Account as the payment method of choice. The system will then ask you which company you would like to take the credit from. Once you have selected your company, you will be able to see how much money they have on account, and, if there are sufficient funds, you can directly take the funds out of the company's account.

If Credit on Account doesn't appear as one of your options for methods of payment, make sure you have enabled it in the Zaui User Interface Settings of your System Settings.

Automatic integration relationships such as Viator, Expedia, GYG, Zaui Connect or Blue Sky Booking will always be known as Wholesale Resellers.