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Agent Feature

The Agent Booking Feature allows partner agents to create bookings on behalf of customers with automatic commission calculation and dedicated portal access.

Purpose​

This feature enables:

  • 🤝 Agents to create bookings on behalf of customers
  • 💰 Automatic commission calculation per agent
  • 📧 Controlled passenger communication
  • 🔐 Secure agent portal access
  • 📊 Accurate accounting and reporting

Phase 1 Scope​

This phase focuses on:

  • Booking creation through Agent Portal
  • Commission calculation and application
  • Accounting entries
  • Agent read-only access
  • Email notification control
Payment Handling

Payment settlement is handled outside the system in Phase 1.

Key Concepts​

Agent​

A partner company that creates bookings on behalf of customers.

Agent Company​

A company profile with type set to "Agent" in the system.

Agent User​

A user linked to an Agent company, used to log in to Agent Portal.

Agent Portal​

Dedicated login interface for agents at: https://moresailing.co.uk/agent

Commission​

Percentage-based amount paid to agent based on net booking value.

Net Amount​

Booking amount excluding VAT.

Transport​

Flight or transport services that can be excluded from commission calculation.

System Requirements​

Before using Agent Booking:

✅ Agent company profile must exist
✅ Company type set to "Agent"
✅ At least one Company Client connected
✅ Agent user email configured
✅ Accounting configuration includes Agent Commission Account

What's Next?​

Follow these guides in order:

  1. Agent Setup - Configure agent companies
  2. Booking Process - Create agent bookings
  3. Commission Rules - Understand calculations
  4. Accounting - Commission accounting entries
  5. Agent Portal - Access and capabilities