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Integrations

The Booking module integrates with several other parts of TQPro. This guide explains how bookings are created from external sources and how they connect to the ERP system.

TripMaker Integration

Once a TripMaker project has been set to QUOTED status, it can be converted into a booking.

Converting a TripMaker Project

  1. Navigate to the Cost Review page for the project itinerary.
  2. Click the Convert to Booking button (appears only when the project status is QUOTED).
  3. Confirm the conversion.
  4. The system creates a new booking in ENQUIRY status with:
  5. All itinerary components imported as service lines (hotels, flights, activities, other services)
  6. Costs and sell prices from the cost breakdown (including any margin overrides)
  7. Lead passenger created from the first traveller detail
  8. You are redirected to the booking detail page.

The TripMaker project is set to CLOSED after conversion and can no longer be edited.

Note: The booking reference appears as a "TripMaker #N" badge on the booking list page.

Inbound Group Integration

Inbound groups can be converted into bookings to manage the full booking lifecycle.

Converting an Inbound Group

  1. Navigate to the Group Summary page for an inbound group.
  2. Click the Create Booking button (appears only for INBOUND groups).
  3. Confirm the action.
  4. The system creates or updates a booking with:
  5. The partner agency set as the booking customer
  6. Hotels imported as service lines (one per hotel, with all room costs aggregated)
  7. Transports imported as transfer service lines
  8. Activities and services imported with aggregated adult and child costs
  9. All group passengers imported (first passenger as lead)
  10. You are redirected to the booking detail page.

Re-Syncing After Group Changes

If you modify the group and click Create Booking again:

  • If the booking is still in ENQUIRY or QUOTED status, it is updated with the latest group data.
  • If the booking has been CONFIRMED or is further along, you need to cancel it first or make changes manually through the booking detail page.

Outbound Group Integration

Outbound group sales create bookings automatically through the 5-step sale wizard. Each sale generates a booking with:

  • A GROUP_TRAVEL service line linking to the group
  • Hotel service lines per room assignment
  • All sale passengers
  • Source set to GROUP_OUTBOUND

Cancellation is bidirectional -- cancelling the booking cancels the group sale and vice versa. For full details, see Outbound Group Sales.

ERP (Odoo) Integration

The booking module synchronizes key records with the Odoo ERP system.

Customer Sync

When a booking is created for a customer, the system ensures the customer exists in Odoo. If not, a customer record is created automatically. The Odoo customer ID is stored on the booking for cross-reference.

CRM Leads

Booking creation can trigger CRM lead creation in Odoo, enabling the sales pipeline to track the opportunity.

Sales Orders

When a booking is confirmed, a Sales Order is created in Odoo containing:

  • The customer reference
  • Order lines matching the booking's service lines
  • Product codes linked via the ERP product lookup

Invoices

Invoices are generated from Sales Orders when payment is due. The invoice reflects the booking's total sell amount plus any service charges.

Credit Notes

When a booking or service line is cancelled, a credit note is generated in Odoo to reverse the corresponding invoice. See Cancellations for details.

Note: If ERP synchronization fails at any step, the booking is still created locally. Failed syncs can be identified and retried from the Maintenance Dashboard.

Hotel Package Bookings

Hotel package sales completed through the standalone hotel package flow automatically create a BLM booking record. This ensures all financial data is consolidated for reporting.

When using the shopping cart workflow, hotel packages can be added to cart and checked out to create a booking with the package details preserved as service lines and passengers.

Offline Ticket Sales

Offline ticket sales (events, attractions) completed through their standalone flow also create a BLM booking record. When added to cart, tickets are reserved immediately to prevent double-selling. If the cart item is removed or the cart is abandoned, tickets are released.

Cruise Bookings

When a cruise booking reaches "Payment pending" status, you can click Transfer to Booking to create a BLM booking for payment processing. After transfer:

  1. Assign a customer (search existing or create new).
  2. Use the BLM checkout to generate a payment link.
  3. The cruise booking advances automatically when payment is confirmed.

Source Type Display

The booking list page shows the source of each booking below its reference number:

Badge Meaning
TripMaker #N Created from TripMaker project N
Inbound Group #N Created from inbound group N
GROUP_OUTBOUND Created from an outbound group sale
No badge Manually created booking

Next Steps

Service Line Type Reference

Each module creates specific service line types when integrating with bookings:

Service Type Source Module Description
HOTEL Hotel Search, Hotel Packages, Inbound/Outbound Groups Accommodation with check-in/out dates, room details
FLIGHT Flight Search, Group Flight Blocks Air travel with route, airline, passenger count
TRANSFER TripMaker, Inbound/Outbound Groups Ground transportation between locations
ACTIVITY Activities/Tours, Offline Tickets, Inbound/Outbound Groups Tours, experiences, attractions
CRUISE Cruise Module Cruise cabin with sailing dates and itinerary
VISA Visa Module Visa application processing
GROUP_TRAVEL Outbound Group Sales Overall group trip package (primary line)
SERVICE_CHARGE Payment Processing Payment method surcharges
OTHER Manual Entry, TripMaker Miscellaneous services
MANUAL Manual Entry Agent-entered ad-hoc items

All service lines share the same structure: description, supplier, dates, cost, sell price, currency, quantity, and confirmation status. See Service Lines for details on managing them.