To allow advanced marketing reports Traveller includes a way of adding customisable marketing data to Transactions and consultations. The following reports support marketing :
Before anything regarding the Marketing Database can be used, it must first be enabled, this switch can be found in Options / Tools -> Global Options under the INOP0S tab. (shown below)
There must be a tick in this box. To apply the changes, click OK and reboot Traveller.
At least one Consolidation Group is required to be able to add marketing codes, each consolidation group can have many marketing codes associated with them. This is another level of reporting detail available in Traveller.
The configuration screen for adding Consolidation groups is shown below, and is accessible via the File -> Masterfile Maintenance Menu items.
Once you are happy with the groups you have created then we are ready to add marketing codes!
Firstly a marketing code must be associated with a Consolidation Group, this aids both the clerk entering the code, and allows a greater degree of depth in reporting. These codes will be used within Traveller and can also be entered in via the GDS.
The screen above is the Marketing code configuration screen, adding new codes is simple, Click "New", define the analysis code (this must be unique),enter a description of your choice and associate the code with a Consolidation Group to complete the record. Select "Save" to apply your changes.
The next step to configuring your Marketing is associating it with a particular transaction type. Each Transaction type can have many different marketing codes applying to it, and can be set to either :
Y = Yes, always take marketing
N = No, never ask for marketing
A = Ask each time for marketing, but not mandatory.
The screen below shows the configuration for this option.
This screen, accessed through the File -> Masterfile Maintenance -> Transaction Types menu option.
By clicking on the Marketing Button in the bottom left hand side of the screen the following form is displayed :
For each Transaction type there may be up to 6 different Marketing codes, for each of these codes you may configure the following fields :
Prompt - A user
definable field, this field will help remind the Clerk what the row is regarding.
Mandatory - If this = Y then the Clerk must enter
a value, if this = N then no value can be allowed.
Group - The Consolidation Group of marketing code. Please note
that only codes under the Group selected will be displayed.
Default - This is the 'Default' marketing value, this means
that each time this screen appears, as standard this value will be in the box.
It is recommended that this be the most common marketing code to save Clerk
Entry time.
Once all the above has been configured correctly it is now time to begin applying codes to Transactions. For manually entered transactions this is very simple, and the following screen will appear :
In this screen marketing codes can be attached to the transaction.
In addition to the manual addition of marketing codes the following GDS entry can be used :
5ICC-MRKT-1ASF1/100.00*2AOF1/90.00*3Reason)/0.00
ASF - represents the full advertised fare
AOF - is the offered fare to the customer
The reason and fare that follows is the entry that the agent makes for the fare that the customer has decided upon and the reasons why. Reason is a free text field.
As stated at the top of this document, many of the reports in Traveller support the marketing.