What is the Sales Feed?
The Sales Feed is an overview of all your bookings, showing the most recent bookings at the top. Bookings are also color-coded by Sales Segment.
The Sales Feed gives you an overview of the information of each new booking, for example the name of the passenger, the tour that was booked, date and time of booking, and of travel date.
How to Use the Sales Feed to Find Bookings:
At the top of the Sales Feed, there are several search fields to choose from. You can access more search fields by selecting "More search options."
These are the available search fields:
Booking ref: Name, Notes, Email address: Search by booking reference number, names, notes and the traveler's e-mail address
Payment ref: Search by the payment reference number provided by your payment provider. You can find the number by selecting the Payments tab in any booking or in your Payment list.
Ext. booking ref: Search by the external booking reference number generated by any of your connected OTAs
Confirmed, Pending: Filter your Sales Feed by the status of your bookings.
- Timed out
Supplier: Filter to find bookings made by a specific supplier
Seller: Filter to find bookings made by a certain seller
Booking channel: Filter to find bookings made through a specific booking channel
Promo code: Filter to find bookings made with a specific promo code
User: Filter bookings by the user who created them. The users are any of your active, internal users
Country: Filter by the vendor's country
City: Filter by the city tagged in the activity
On the right hand side, you have the option to filter by Travelled date and/or Booked date.
How to Export the Sales Feed to a Spreadsheet:
You can export the sales feed to a spreadsheet for further analysis. by selecting the "Export to spreadsheet" button in the top right hand corner. You can also add a new booking by selecting the "Add" button.
How to View More Details for a Specific Booking:
- Select the booking number in the top left corner to open that booking
- Select the product booking number to open the product booking page, (where you edit the bookings)
- Select the name of the product, to open the overview page showing you the product itself.