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Service Lines

A service line represents one item the customer is purchasing as part of a booking. This guide covers adding, editing, confirming, and removing service lines.

Service Types

Type Description
HOTEL Hotel accommodation (room nights)
FLIGHT Flight segments
TRANSFER Airport transfers, city transfers
ACTIVITY Tours, excursions, attractions
CRUISE Cruise segments
VISA Visa processing
OTHER Any other service
SERVICE_CHARGE Agency service charge or overhead
GROUP_TRAVEL Outbound group travel package (created by group sales)

Viewing Service Lines

On the booking detail page, click the Services tab. Service lines are displayed in a table:

Column Description
Type Service type icon and label
Description Service description
Supplier Supplier name
Dates Start and end date range
Cost Cost in service currency
Sell Sell price
Status Confirmation status (Pending, Confirmed, or Cancelled)
Actions Edit, Duplicate, Confirm, Remove buttons

Adding a Service Line

  1. Click Add Service on the Services tab.
  2. Select the Service Type from the dropdown.
  3. Enter a Description (e.g., "5 nights at Hilton Dubai, Deluxe Room").
  4. Optionally use Product Search to find and link an ERP product. This populates the ERP product ID used for invoicing.
  5. Enter Supplier Name and optionally a Supplier Reference (if already confirmed with the supplier).
  6. Enter Start Date and End Date for the service.
  7. Enter Cost (what you pay the supplier) and Sell Price (what the customer pays).
  8. Select the Currency for this service line.
  9. Set Quantity if more than one unit.
  10. Click Save.

The booking totals are automatically recalculated.

Tip: You can add multiple service lines to build up a complete travel package. There is no limit on the number of service lines per booking.

Editing a Service Line

  1. Click the Edit button on the service line row.
  2. Modify the desired fields.
  3. Click Save.
  4. Totals are recalculated.

Note: If the booking is in CONFIRMED or AMENDED status, editing a service line automatically records an amendment. See Managing Bookings for details on amendments.

Duplicating a Service Line

  1. Click the Duplicate button on the service line row.
  2. A copy is created with PENDING status and no supplier reference.
  3. Edit the copy to adjust details as needed.

This is useful when booking similar services (for example, multiple room types at the same hotel).

Confirming a Service Line

Once you have received confirmation from the supplier:

  1. Click the Confirm button on a PENDING service line.
  2. Enter the Supplier Reference (the confirmation number from the supplier).
  3. Click Confirm.
  4. The service line status changes to CONFIRMED.

Removing a Service Line

  1. Click the Remove button on the service line row.
  2. Optionally enter a reason for removal.
  3. Click Confirm Removal.
  4. Totals are recalculated.

If the booking is confirmed, an amendment is recorded.

Product Lookup

When adding or editing a service line, use the Product Search button to search the ERP product catalog. Linking a service line to an ERP product ensures correct invoicing and reporting. Type a product name or code to search, then select the matching product.

Service Charges and Payment Method Surcharges

Service lines of type SERVICE_CHARGE represent agency fees, processing charges, or payment method surcharges. These are separated from regular service lines in the financial summary:

  • Regular service line sell prices contribute to Total Sell
  • Service charge line sell prices contribute to Service Charges
  • The Balance Due is calculated as Total Sell + Service Charges - Total Paid

GROUP_TRAVEL Service Type

When a booking is created from an outbound group sale, it includes a GROUP_TRAVEL service line. This line represents the group travel package and links back to the group sale record. It is created automatically by the group sales wizard and should not be manually added or removed. See Outbound Group Sales for details.

Next Steps