Orbis Web manuals

Entry panelMain menu and widgetsFind your way around the Orbis Web menu and read the Entry panel widgets: production, collections, payments, cash desk and upcoming trips. ConfigurationInitial agency setupGet a new agency ready: tax details, email, invoice series, accounting, banks, users and permissions, GDS, train and wholesaler captures, and SES Lodging submissions. ConfigurationBanks, cards, payments and emailSet up one bank per currency, add card types, configure the AMEX link and payment methods, upload templates such as the travel contract and get each user’s email ready.Video ManagementCustomersRegister your customers, set up their credit and invoicing, and reach their files, collections, documents and messages from their record. ManagementSuppliersRegister suppliers and creditors, complete their record and create their products with automatic setup, with margins and taxes ready for your files. ManagementFile budgetsFind budgets, create a new one with its holder, dates and destination, and turn it into a file. ManagementFilesFind and filter files, create a new one and manage its record: holders, passengers, services, collections, invoices and delivery notes. ManagementCreating services in a fileAdd services to a file by capturing the booking (P), from the PNR (P+) or manually in seconds with quick entry (R+).Video ManagementDirect payment in filesMark the services the client pays straight to the supplier and generate the agency’s commission service in two clicks.Video ManagementPNR captures and automatic creationTurn GDS PNRs, train tickets and bookings from wholesalers and Orbis Hoteles Pro into files and services without retyping them, and set up suppliers and products so they arrive correctly. ManagementGroup budgetsWork out the price of a group trip: add its costs, apply your margin and get the price per place; then turn it into a group. ManagementGroupsManage each group trip: customer bookings, supplier services, places, passengers and profit and tax reports. ManagementOrbis PayCollect payment for a file with a payment link (card, Bizum or bank transfer): set up the virtual POS, send the link and let Orbis Web record the collection and its journal entry. ManagementCurrenciesSell and buy in other currencies: exchange rate tables, the file’s sales currency, each service’s cost currency and the euro equivalent.Video InvoicingCommission invoicesBill your suppliers the commission they owe you: create the invoice, load the services from your files or add them by hand, and issue it. Payment ManagementDynamic CardsPay each supplier with a single-use virtual card, record it in the file and reconcile the charges with the statement. Payment ManagementPrepaymentsCreate, review and follow up the prepayments of your files, including the ones Orbis Web creates automatically when a service is paid with a corporate card. ReportsProduction reportsSales, cost, margin and collections by customer, seller, branch, supplier and destination: which date each report uses, how to filter it and how to export it to Excel.Video ReportsCustomer BalanceCheck the invoices and collections that make up a customer's balance, open the source file of any line and export the result to Excel or PDF. ReportsSupplier BalanceFilter by supplier, branch and dates, check each supplier's documents and amounts, and export the result to Excel or PDF. ReconciliationsCorporate card reconciliationImport your AMEX or Visa card statement, match each transaction to its bank document and generate the journal entries once everything balances.Video ReconciliationsBSP reconciliationConvert and import the BSP settlement, match it against the tickets in Orbis Web, balance the differences, enter ACMs and ADMs and close the payment in Ticketing Control.Video ReconciliationsRenfe reconciliationImport the Renfe settlement in TXT, match it against the train tickets in Orbis Web, balance the differences, enter the commissions and close the payment in Ticketing Control.Video IntegrationsClientify integrationSync customers between Orbis Web and Clientify, register contacts as customers and check the Clientify log. IntegrationsCapData extensionSend bookings from Vueling and other validated websites to Orbis Web from the browser extension, without retyping them, and create or complete the file.