Learn how to manage allotments in your TripBuilder system for inventory products

  1. Which product types have support for allotments? 
  2. Add Allotments 
  3. Allotment Attributes
  4. Product Allotment Search
  5. Release Notification
  6. The automated allotment report "Stop & Sell"

  7. Booking & Cancellation


Which product types have support for allotments?

Allotments are available now for accommodations, activities, multi-day tours, and transfers (all means of transportation). 

For accommodations, an allotment needs to be defined for every single night. All other product types behave differently because the product itself defines a duration/length. Therefore, the allotment is defined on the starting date only. 

 

Add Allotment

Steps to add an allotment to a Transit Activity

  1. Go to Inventory 
  2. Click on Products on the Navigation bar
  3. Click on Transit Activities and select the desired Transit Activity
    60d2f24bb9e62.png
  4. Click on the Allotment button, on the right hand side
  5. Click on Add Service Category and select a service category
  6. Add the allotment details to the corresponding service category, see table below.
    Bildschirmfoto_2021-08-26_um_12.16.43.png
  7. If required, add more allotments to the service category. Simply click on Add Allotment to create another one.
  8. Click Save

Please Note: Allotments can be added to Amenities the same way as to the Service Categories.



Status Display
On the Planner, we do not show the Allotment status. Our availability checks prevent overbooking scenarios. In case of insufficient allotment units during the planning or checkout processes, a user message will be shown. 


Allotment Attributes

Name Optional field to describe the allotment. The name is only for internal reference in Cockpit. 
Allotment Date

Defines the allotment start date (or general date). 

Cut-Off Date/Days Enter an exact release date or a relative release date by specifying the days relative to the start date of the allotment period.
Units Enter the number of allotment units. The semantic of "unit" depends on the underlying product type, e.g., for accommodations its rooms, for transports it is seats, etc. 
Booked Units

The number of already booked units. This field is managed by the system and cannot be edited through the UI.

Remark: an allotment cannot be deleted anymore if there was at least one booking. 

Status

The status of the allotment, i.e., open or closed.

Product Allotment Search

To make the search of a specific set allotment easier, an allotment search functionality can be found under products in the inventory.

Inventory products can be searched and filtered by: product type, allotment date, status, units, book, etc.  

Bildschirmfoto_2021-09-10_um_15.47.03.png

Release Notification

A system email is sent on Monday and Thursday, at 5 am, 14 days before an allotment release date. 


Please Note: The feature Release Notification must be enabled via our Customer Success Team.


 

The automated allotment report "Stop & Sell"

The system has a reporting feature that can be enabled. It produces a CSV with the allotment bookings. To enable the report, do the following:

  1. Go to Settings - Reports
  2. Select the corresponding report and click on Request 
  3. Once requested, and after the generation of the report, a CSV file is sent to your configured email address

Booking & Cancellation

Allotment units are automatically deducted or added depending on the action that the user performs.

Comments

0 comments

Please sign in to leave a comment.