Creating reservations for travel products in system

      1. Choose Reservations → New reservation from the main menu.
        Travel products search window will appear.
      2. In the Search parameters field choose the Accommodation, Tours, Transport, Activities or Congress tab depending on whether you are searching for accommodation, tours, transport, activities or congress.
      3. Set the other parameters in Search parameters field or click the button Advanced Search for more search parameters.
      4. Click Search.
      5. Find the appropriate accommodation, tour, transport, activity or congress in search results and click the Book icon.
      6. A Create reservation item window will appear.
      7. In the General field choose a customer from the Customer drop down list or enter a new one by clicking the Plus icon next to it.
        HINT: If you wish to edit selected customer, click the Edit icon.
      8. Enter other parameters and click Waiting list, Inquiry, Option or Confirmation depending on the status you wish this reservation to have or Create template to define a new template.

Creating reservations for travel products that are not in system (ad-hoc reservations)

If you have to sell a travel product that is not entered in Lemax, you can sell it without entering it in the system.

      1. Choose Reservations → New ad-hoc reservation from the main menu.
      2. A Create reservation item window will appear.
      3. Enter the Name in General field.
      4. Choose a customer from the Customer drop down list or enter a new one by clicking the green Plus icon next to it.
      5. Enter ad-hoc services on a reservation.
      6. Enter other parameters and click Waiting list, Inquiry, Option or Confirmation depending on the status you wish this reservation to have or Create a template.

NOTE: Although it is possible to sell travel product or service which is not entered in the system database, we suggest you to enter it before selling. Otherwise, you will be missing a lot of reports that are available in Lemax.

Creating reservations from templates

Creating a template

If you have reservation items with services that are repeating frequently in your reservation process,  the Lemax system gives you an option of creating templates as pre-formatted start for the creation of repeated reservation type.

          1. Open the Create reservation item window by creating a new reservation, new ad-hoc reservation or by editing an existing one.
          2. Edit parameters relevant to you and choose duration of the template with beginning and end of holiday dates.
          3. After choosing basic service, select wanted additional services by clicking green Plus icon next to the Services field title.
          4. Choose Create template option to create new template. NOTE: Before creating a template, you can enter Reservation description in the Reservation details field if you want to automatically reuse it in the template you will create and every time you are creating a reservation from that template.
          5. Enter the name of the template in Template name field to find it later easily.
          6. Click OK to save newly created template.

NOTE: For creating templates, it is not required to select Customer.

All created templates can be find in Reservations → Templates.

HINT: For example you can create Honeymoon template, if you always sell same services to new couples (three nights in hotel, romantic dinner and massage for two). Parameters that are variable are date and customer/passangers.

Also, if there is customer who wants all the same services from the Honeymoon template and just to for e.g. add one more service to his reservation, it is easier to add it to the existing template then to create new reservation form the beganing with all the services.

Create reservation from template

          1. Choose Reservations → New reservation from template from the main menu to open New reservation window.
          2. Enter the name of the template you want to use in the Template field. NOTE: You do not need to know the exact template name. By writing minimum three letters in the Template field you will get the list of all templates in the drop down list whose name contains these letters.
          3. Choose the start date of the reservation to define beginning and end of holiday.NOTE: The start date for the new reservation will be increased by the difference of the start and end date in the chosen template.
          4. Choose the Customer of the reservation.
          5. The Reservation details window will appear, and your reservation is in the Inquiry status.
          6. You can edit reservation item taken from the template to edit passengers and other details, add new items or make any other changes of information on this reservation.
          7. Click OK button to save new reservation.

Edit existing templates

          1. Use the Reservations → Templates item from the main menu.
          2. Find the template you want to edit.
          3. Double click the row or click the Edit icon.
          4. The Reservation details window will appear. NOTE: You can enter Template description in the Template details field if you want to automatically reuse it every time you are creating a reservation from that template.
          5. Change the fields you need.
          6. Click OK to save changes.

Working with passengers on the reservation item

The Lemax system saves data about all passengers, not only customers. When creating a reservation, you can add new passengers to a reservation or search and add existing ones.

          1. Open the Create reservation item window by creating a new reservation or by editing an existing one.
          2. Choose a Customer in the General field if not already chosen.
          3. Locate the Passengers field that contains the passenger list.
          4. If you wish, you can change the number of passengers in the Passengers drop down list.
          5. Do one of the following
              • If the first column of the passenger has the “New passenger” label, enter data in the row to enter a new passenger.
              • If the first column of the passenger has the name and surname of the passenger written that means that the passenger has been selected from the database.
                You can cancel the selection by clicking Remove passengers icon at the end of the row and then “New passenger” will be written in the first column of the same row. You can then enter data in the row to enter a new passenger.
            • If you wish to select the passenger from the database, click Search button at the end of the row. The Passengers window will appear so you can search for the passenger and click Select button at the end of the row or double click to add it to the passengers list.
          6. Click Waiting list, Inquiry, Option or Confirmation depending on the status you wish this      reservation to have or Create template to define a new template.

NOTE: When saving a reservation item, all new passengers will also be entered into the system. If you change the data of a passenger that has been selected from the database, all the changes will be saved.

If you save reservation item without passengers data, they will also be archived in the database. Writing over selected passenger will only edit his data, it will not change the passenger automatically. To do that, you should choose remove passengers icon at the end of the row.

HINT: You can click Remove all passengers icon to remove passengers from current reservation.

Ad-hoc mode in create reservation item window

  1. Open the Create reservation item window by creating a new reservation or by editing an existing one.
  2. Find the check box Switch to ad-hoc mode and check it.
  3. Enter new services on the reservation.
    NOTE: First visible services are the one from the reservation. By choosing this option you can see the list of all services for this item and manually change prices and suppliers or delete services.
  4. Define prices of ad-hoc services in the calculation.
  5. Click OK to save it.

Selling additional services

In the Lemax system additional services can be entered in 3 different ways:

When additional services are defined on the price list, you can select them on a reservation in two different ways depending whether a payment method is defined as Per person or not.

 Payment method of an additional service is per person

              1. Open the Create reservation item window by creating a new reservation or by editing an existing one.
              2. Choose a Customer in the General field if not already chosen.
              3. Find the Passengers field at the bottom of the window.
              4. Locate additional service bellow each passenger whether is the payment method is per person, per person per night or per person per week.
              5. Check additional service boxes that you wish to add to the reservation.
              6. You can see that checked additional services have been added to the Calculation field.
              7. Click OK button to save changes.

Payment method of an additional service is not per person

          1. Open the Create reservation item window by creating a new reservation or by editing an existing one.
          2. Choose a Customer in the General field if not already chosen.
          3. Find the Services field that contains the basic service and additional services that do not have payment method set per person.
          4. Choose the quantity of additional services if they are optional per item, per item per day or check additional service box if it is one time fee.
          5. You can see that checked additional services have been added to the Calculation field.
          6. Click OK button to save changes.