Orbis Web · Management
Version 2026.10

Creating services in a file: automatically from the booking or manually in seconds

How to add services to a file, either by capturing the booking from the GDS or supplier (automatic entry) or by keying them in with Quick service entry (manual entry), so you can then register and reconcile the vendor invoice.

Basics

What service entry is

Everything you sell on a trip (a flight, a train, a hotel, an insurance policy…) is a service in the file, with its supplier, its cost and its selling price. Having the service in the file is what lets you later receive, register and pay the vendor invoice.

Entry typeHow it worksWhen to use it
AutomaticYou capture the booking with its record locator (P) and move it into the file with P+. Ticket, amounts, taxes, commission, passenger and dates arrive already filled in.The booking is in a GDS, a transport website or an integrated supplier. This is the recommended option.
ManualYou create the service with R+ (holder, supplier, product, product type and destination) and complete it later, or you fill in the full form with +.The booking cannot be captured (hotel or activity with no integration, own service) or you need to create the service before you have all its details.
Where to find itSide menu Management › Files. Open the file with Edit (pencil icon) and go to the Services tab. For the rest of the file screen, see the Files manual.
ImportantOpen the file in edit modeWith Consult (eye icon) the file opens read-only and the entry buttons do not appear. In a new file, first click ✓ (Save) so that the tabs are shown.
Video

Creating services on video

Automatically from the booking or manually in seconds, in 3:13. Click the image to watch it.
Common procedure

5 steps to add a service

Open the fileIn Management › Files, click the file's pencil icon (Edit).
Go to ServicesClick the Services tab.
Choose the entry typeP+ if the booking can be captured; R+ or + if not.
Review the serviceOpen it with Edit and check supplier, cost, amount, dates and record locator.
SaveClick ✓ (Save) on the file screen.
Get started

Services tab

What it does

Shows what has been sold on the trip and gives access to every way of adding services.

When to use it

Whenever a service is confirmed, to keep track of cost, profit and what is still to be invoiced.

Task: choose the entry type and review the services in the file. Recreation of the screen with sample data.

Step by step

  1. Use See Invoiced and See Cancelled to show or hide services that are already invoiced or cancelled.
  2. To add a service: New Services From PNR (P+), Quick New Service (R+), Create Discount Service (D+) or + (New) for the full form. See the “Which entry should I use?” table below.
  3. On each row, Edit (pencil) opens the service so you can complete it, Consult (eye) shows it read-only, and the ⋮ menu holds the service actions.
Which entry should I use?WhenWhere it is explained
P+ · New Services From PNRThe booking is in a GDS, a transport website or an integrated supplier. Recommended: the data arrives already filled in.Capture a booking and Add from PNR
R+ · Quick New ServiceThe booking cannot be captured, or you want to create the service now and complete it later.Quick entry
+ · NewYou want to fill in all the service details from the start.Service record (see the box below)
D+ · Create Discount ServiceA discount has to be applied to the file as a service.Files manual
The service form+, Edit and Consult open the service record (Service): start and end dates, Supplier, Product, Product Type, Regime tax, % Commission, Amount, Expected Cost, ticket and record locator, origin, destination, client, confirmation, vouchers and the vendor invoice details (Invoice Received, number, amount, payment and accounting dates). The arrows in the window move to the previous or next service.
Common mistakeA service is missing from the listIt may be invoiced or cancelled while its switch is off. Turn on See Invoiced and See Cancelled.
Automatic entry

Capture a booking (P · Captures)

What it does

Brings into Orbis Web a booking made in a GDS, a transport website or a connected supplier by typing only its record locator, without keying in the service details.

When to use it

Whenever the booking already exists in Amadeus, Galileo, Sabre, Renfe, Vueling or another integrated source. It is the first step of automatic entry.

Task: capture Amadeus booking ABC123. Only some suppliers are shown; greyed-out ones are not available. Recreation of the screen with sample data.

Step by step

  1. Type the booking's record locator in Locator.
  2. Tick the source of the booking: the GDS (AMADEUS, Galileo, Worldspan, Sabre, KIU), the transport provider (renfe, iryo, OUIGO, vueling, movelia) or the supplier.
  3. Click ✓ (Capture). The booking is added to the list of captures waiting in New Services From PNR.
Where the Captures window isWhat you do next
Services tab › P+ (New Services From PNR)It opens on top of the capture list. When you close it, you move what you captured into services of the open file. See Add from PNR.
File list › P (Captures) › PNR control › PCaptures stay in PNR control, without a file. From each row you can Consult the capture, see its Detailed Information, create the file with its services using Automatic New Files or Delete the capture.
Common mistakeThe source is greyed out and cannot be tickedThat GDS or supplier is not enabled for your agency. In the meantime, add the service manually with Quick New Service or with the full form (+).
Automatic entry

Add services from PNR (New Services From PNR · P+)

What it does

Turns captured bookings into services of the file in one click, with ticket, amounts, taxes, commission, passenger and dates already filled in.

When to use it

It is the recommended way to add flights, trains and bookings from integrated suppliers: it avoids typing errors and keeps the service linked to its booking.

Task: move a captured booking into a service of the file. Some list columns are omitted; the box below summarises them. Recreation of the screen with sample data.

Step by step

  1. On the Services tab, click P+. The Captures window opens: capture the record locator (see Capture a booking) or close it if the booking was already captured. Find the booking in the list with the column filters, for example by Locator.
  2. Check the Client (the file holder) the services will be assigned to; use … to choose another holder of the file.
  3. Turn on Show Captured Pnr if you also need to see captures that have already been moved to a service.
  4. On the row, click the arrow you need (see table) to create the service. Before that, you can review the capture with Consult (eye) or Detailed Information (i).
Row buttonWhat it does
Eye · ConsultShows the full capture.
i · Detailed InformationShows the details of the captured booking.
˄ · Go to ServiceCreates one service from that capture line (one ticket or one booking).
˄˄ · Switch to Pager ServiceMoves to service by record locator: creates services from every line with the same Locator.
˄˄G · GDSMoves to service by GDS record locator: creates services from every line with the same Gds Locator (the whole GDS booking).
Bin · DeleteRemoves the capture from the list. It does not cancel the booking in the GDS or with the supplier.
Data the capture brings inType, Supplier, Locator, Emission, Ticket, Pax, Name, UATP, Amount, Currency, % Commission, Taxes, Card, Itinerary, Cost, % Tax, Seller, Service Start Date and End of Service Date, Original Ticket, Penalty Amount, Management Expenses, Discount, Capture Date, IATA code, Company, Gds Locator and Product, among others. Use Show/Hide Columns to choose which ones to see.
Common mistakeThe arrows are greyed outThat capture cannot be moved to a service from here. Open Detailed Information to review its data and, if something is missing, add the service manually with Quick New Service.
Manual entry

Quick service entry (Quick New Service · R+)

What it does

Creates a service in seconds by choosing only holder, supplier, product, product type and destination; you complete the rest later.

When to use it

When the booking cannot be captured (hotel or activity with no integration, own service) or you need to create the service before you have all its details.

Task: quickly create a hotel service. Recreation of the screen with sample data.

Step by step

  1. On the Services tab, click R+. The Client (holder) comes from the file; change it with … if the service belongs to another holder.
  2. Click … next to Supplier and pick it from the list. Product and Product Type are filled in automatically with that supplier's usual ones; change them with their … if needed.
  3. Choose the Destination with its … button.
  4. Click Accept. The service is added to the Services tab and its record opens so you can complete amounts, dates and record locator.
Manual entryWhat it asks forWhen to choose it
R+ · Quick New ServiceHolder, supplier, product, product type and destination.You want the service created now and completed later.
+ · NewAll the data in the service record.You already have every detail: amount, cost, dates, record locator and vendor invoice.
AttentionComplete the service before invoicingQuick entry only asks for the five fields in the window. Before invoicing or registering the vendor invoice, open the service with Edit and check the amount, cost, dates and record locator.
Guidelines

Good practice

Capture rather than type

Use P+ for everything that comes from a GDS or an integrated supplier: tickets, taxes and commissions arrive without errors.

Holders before services

If the trip is invoiced to several holders, add them before creating the services so each service is assigned to the right holder.

One booking, one pass

Use Move to service by record locator or by GDS record locator to create all the tickets in the booking at once and not miss any.

Finish the manual entry

After an R+, open the service with Edit straight away and fill in cost, amount and dates so the profit figure is real.

Before you finish
  • Each service has the correct supplier and holder.
  • Amount, cost and dates are complete.
  • All tickets in the booking are on the Services tab.
  • You have saved the file with the Save button.
Support

Troubleshooting

I can't see the P+ and R+ buttons.You opened the file with Consult (eye). Exit and open it with Edit (pencil).
I can't see the Services tab.The file is new and has not been saved. Click ✓ (Save).
I can't find my booking in New Services From PNR.It may not have been captured, or it was already moved to a service. Capture it with its record locator or turn on Show Captured Pnr.
The capture source is greyed out.That GDS or supplier is not enabled for your agency. Add the service with R+ or with the full form (+).
A service is missing.It is invoiced or cancelled: turn on See Invoiced and See Cancelled on the Services tab.
My changes were not saved.Check that you exited with ✓ (Save) and not with ✗ (Exit without saving changes), and that the yellow fields are filled in.
Still not working?Contact Pipeline Software support through the usual channel in your contract and give the file number, the button where it happens (P, P+, R+ or +) and the message shown on screen.