• Account(s): Specify details about an agent, airline, customer or supplier.
  • Accounts record type(s): Define the type of account such as a supplier or customer account. Agent, airline, customer and supplier are default accounts record types within Kaptio Travel and additional accounts record types can be created. 
  • Billback Invoice(s): Supplier invoices which suppliers send to the agent. This generally applies to supplier invoices related to net rates.
  • Self Bill Invoice(s): Supplier invoices which you send to your suppliers after services have been received. This option generally applies to invoices related to commission payments, but can also apply to net rates.
  • Business Unit(s): A department or division of your business which has its own tax or profit centre.
  • Channel(s): The selling Channels for each Business Unit. For example, if your business has a subdivision in the US as well as in the UK, then you can set up separate selling Channels for each division specifying their individual currencies, terms and conditions etc.
  • Content Library: Allows you to manage generic written text, images and videos which can be used for the documentation for your customers as well as for your content templates*.
  • Content template(s)The templates for the documentation that you send to your customers such as proposals and itineraries.
  • Currency book(s): The specific currency conversion rates for each individual Business Unit are defined in the currency books. These can be based on live or manual conversion rates.
  • Currency SetupEach currency used within your business must be specified and specific currency books created for each Business Unit before creating itineraries or bookings.
  • Discount group(s): Discount groups can be created to group individual discounts. A discount group can be relevant to a specific reselling agent or client base, or it can be an offer such as, for example, free nights.
  • Guest group(s)The total number of guests for an itinerary can be split into different guest groups. You can then allocate Items and price categories either to a specific guest group or to all guests.
  • Item(s): Individual itinerary components such as accommodation, activities, car rental, transfers, flights, miscellaneous and multi-day Items. You need to set up an Item in order to build an itinerary or booking including this Item.
  • Item contentItem descriptions which can be shown on the documentation for your customers, for example, hotel or activity descriptions within an itinerary.
  • Item record type(s): Groups of Items. Accommodation, activity, car rental, transfer, flight, miscellaneous and multi-day Items are default Item record types within Kaptio Travel.
  • Itinerary contentThe documentation that you can publish to your customers such as proposals and itineraries.
  • Kaptio App SettingsYour business core settings including defaults for the sales process and supplier payments. You need to configure your App Settings before managing any other records within Kaptio Travel.
  • Kaptio Email Composer: Designed to allow control over who is the sender of emails as well as allowing users to edit HTML email templates before sending them.
  • Kaptio Travel App(lication): The Kaptio Travel platform which you are working on.
  • Kaptio Travel Package: A container for all the various components (objects, fields, apex classes, visualforce pages and more) that make the Kaptio Travel application.
  • Kaptio Travel Org: The Salesforce Org which has the Kaptio Travel Application installed.
  • KT AgendaA placeholder feature in the content templates which is replaced with articles when you create documentation for your customers at itinerary level. KT Agenda allows you to filter itinerary content by day or by guest group and also allows for editable itinerary day headings, advanced map views and a flexible display of multi-day Items.
  • KT RepeatKT Repeat is a content templates feature which allows you to list all itinerary Items and their associated records in the documentation for your customers.
  • Markup: The percentage of profit added to a Net rate to create the Sales rate.
  • Margin(s): The profit percentage of a booking.
  • Net rate(s): The special tour operator rate for an Item or Package received from a supplier which is generally marked up to determine the Sales rate.
  • Picklist(s): The Salesforce term for a drop down menu.
  • Placeholder Item(s): Placeholder Items can be added to an itinerary as a temporary record and can then be replaced by a specific Item at a later stage, even after an itinerary has been turned into a confirmed booking.
  • Price category(ies)The individual price categories for Items such as “Twin Room” and “Single Room” for a hotel or “Business Class” and “Economy Class” for a flight.
  • Price category type(s): Every Item has price categories allocated and the name “price category” can be different for each individual Item record type*. For example, the price category type for accommodation Items is usually “room type”, whilst for flight Items it could be “ticket type”.
  • Price group(s): Prices which are assigned to a specific price group are only available to the group of customers who belong to the same price group.
  • Price list(s): Prices which are assigned to a specific price list are only available if sold through the selling Channel to which the same price list is allocated.
  • Price Manager: Allows you to set up net rates* and sales rates* for your Items, which will then be pulled through to the costings when you add an Item to an itinerary or booking.
  • Sales rate(s): The selling price for an Item or Package.
  • Salesforce/ Kaptio Travel profiles: Profiles define how users access objects and data, and what they are allowed to do within the application. Your Salesforce/ Kaptio Travel Org includes several standard profiles where you can edit a limited number of settings. With editions that contain custom profiles, you can edit all permissions and settings except the user license.
  • Stage(s)The different stages of your business booking process, for example, “Proposal” and “Confirmation”.
  • Visualforce: A framework that allows Salesforce administrators and developers to create custom user interfaces using built-in and custom components as well as standard web development languages such as HTML.
  • Visualforce page(s): A customised user interface within the Kaptio Travel Application which can be created by your system administrator or account manager using the visualforce framework. visualforce pages can, for example, be list views of accounts, PDF documents or even fully branded pages such as the pages used to display itinerary documentation to your customers.