Creating Wholesale Companies & Agents in Zaui

Overview

Wholesale involves a partnership with a third-party reseller who 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 net rate they will earn for promoting and selling your tours and activities.

When invoicing the reseller, the invoice reflects the total sale amount, deducting the net rate retained by the reseller as their commission.

What’s Covered in This Article

• 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

Wholesale Setup in Zaui

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

1. Create the Rate Code

2. Create the Company and assign the rate code to it

3. 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, proceed to Step 2.

2. Creating the Company

• 1. Creating the Rate Code

  Follow the steps in [this article] to create a new wholesale rate code. Once done, proceed to Step 2.

  2. Creating the Company

  1. Navigate to Resellers > Companies > Company List.

  2. Click Create Company from the shortcuts panel.

  3. Enter the Company Name and any additional information.

  4. If the company maintains credit on account, enter the current available credit amount.

  5. Under Remote Supplier Connection Details, select Wholesale (Discount/Invoice) as the Rate Type.
     
     
     

  6. Optional settings:

     • Report Commission/Invoice Based on Transaction Date – Records net discounts by transaction date instead of the activity date.

     • Display Net Rate Discount for Agents Online – Displays the net rate at checkout when agents are logged in.

  7. Click to expand it and attach the Wholesale Rate Code created in Step 1.

  8. Set the Start and End Dates and specify what the rate applies to.
     
     
     

  9. Click Save.
     

• 3. Creating the Agents

  Creating agents enables you to:

  • Grant agents access to log in and make bookings.

  • Track individual agent commissions.

  Steps to Create an Agent

  1. Navigate to Resellers > Agents.

  2. Click Create Agent from the shortcuts panel.

  3. To allow the agent to book online, check Allow User to Log In, set a username, password, and login expiry date.

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

  4. Enter the First and Last Name of the agent.

  5. Select the Company created in Step 2.

  6. Add an Email Address if the agent wishes to receive booking confirmations.

  7. If the agent has a different commission rate than the company, assign a new rate code.

  8. Set the Start and End Dates and specify what the rate applies to.

Creating Wholesale Bookings in Zaui Core (Back Office)

When processing a wholesale booking in Zaui Core (Back Office):

1. Select Voucher as the payment method on the checkout screen.

2. Select the applicable activity.

3. Choose the Company created in Step 2.

4. Enter the voucher number (or multiple voucher numbers, if applicable).

Creating Wholesale Bookings on the Online Booking Engine

If an agent was assigned login credentials in Step 3, they can:

1. Click on the three dots in the top-right corner of the Online Booking Engine.

2. Enter their username and password in the Agent Login panel.
   
   
   
   

3. At checkout, Voucher will be pre-selected as the payment method.

4. Enter the voucher number and press Pay to complete the booking.
   
   

For reporting on wholesale bookings, check out this article. 

Wholesale Credit on Account

If a wholesale company maintains credit on account, you can apply this credit to bookings.

How to Add Credit to a Company

1. Navigate to Contacts > Manage Companies > List Companies.

2. Select the Company Name.

3. Under Company Information, enter an amount under Credit on Hand ($).

Using Credit on Account for a Booking

When making bookings in Zaui Core (Back Office):

1. Select Credit on Account as the payment method.

2. Choose the Company from which to deduct credit.

3. The system will display the available credit balance.

4. If there are sufficient funds, complete the booking using the available credit.

Next Steps

Now that you understand how to set up and manage wholesale bookings, you can start onboarding resellers and agents in your Zaui system. If you need further assistance, reach out to Zaui Support.