Overview
Agency booking requirements allow agency owners to set up required fields to mark items as 'booked' for commission reconciliation. This is often an important step to ensure you have the information you need to match supplier payments and pay your agents.
Setting Up Booking Requirements
Agency owners configure booking requirements from Back Office. In the left sidebar, under Settings, select Agency controls. The Booking requirements section is at the top of the page.
💡 Pro Tip: We recommend requiring confirmation numbers at a minimum to help with reconciliation. If there should only be one booking per confirmation number, then we also recommend enabling Unique Confirmation Number.
Agent submission process
Agents who submit their bookings through an agency with required fields set up will need to fill in these fields on the Booking & Pricing tab before marking items as 'booked'. This includes selecting the correct Accreditation from the dropdown in the Booking details section. The accreditation determines which agency the booking is logged under and which commission types are available.
If any required fields are missing when the agent clicks "Mark as Booked," they'll receive an error prompting them to correct the issue before the booking can be submitted.
Required Fields - Explained
Confirmation number: booking must include a confirmation number
Agency Supplier: the 'booking supplier' must match an Agency Supplier and they cannot select from the global supplier list below.
Traveler: at least one traveler must be added to the trip Overview page
Expected commission amount: must be greater than 0
Expected commission date: The booking must include the date commission is expected
Total booking price: must be added within the Booking & Pricing tab
Unique confirmation number: Each confirmation number must be unique per supplier across all agents within your agency
Supplier Warnings
We've also added a feature that warns you when a non-Agency supplier is selected on the Booking & Pricing tab. This will help catch potential booking errors early.
Still Have Questions?
Reach out anytime. We're here to help you navigate this change:
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Contact your agency admin for agency-specific guidance
If you are a new agency setting up their agency on Tern for the first time, please follow the next steps below.
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