Agent Profiles in Trams Back Office

Review how to create an agent profile

• General Tab:
  • Profile Name: The name or code used to identify the agent. Use any combination of letters and numbers.  If created by Interface, Trams Back Office uses the same code as the Interface ID.  
  • Contact Title: the employees Job Title. 
  • Payee Name: the name to be written on the check when paying an agent.
  • Interface ID: For use with reservation system interface; enter corresponding agent code/ID-should match agent’s sine-in to GDS. 
  • GL Accounts: Default GL account for the agent are available when a journal entry is needed for a payment to agent.
  • G/L Rate: specifically designed to calculate Canadian GST taxes during G/L entry
• Communication Tab
  • Enter Phone, Fax, E-mail and Web address if applicable. 
• Contacts Tab
  • All Contacts must be a part of a profile, but can be linked to multiple profiles.
• Payment Info Tab:  
  • This Payment Method can be used for handing off data from Trams Back Office to a Payment Distribution Service or the local bank.  
  • Account Type: Select Credit Card or Bank Account from drop-down menu
  • Account Number: Enter the Account Number for the credit card selection
  • C/C Exp Date / Name on Acct: Enter the last day of the month the credit card expired and Name of the Account
  • Bank Routing No/CC Description: This Payment Method can be used for handing off data from Trams Back Office to a Payment Distribution Service or a local bank. For complete directions on using this feature, please refer to the Payments section in the Help files.
• Groups Tab:
  • Any group(s) to which the agent belongs: Inside, Outside, Leisure, Corporate. This field can be used as selection criteria for reports, or to run group statements and Summary reports.
• Marketing Tab:
  • Business Type- used as selection criteria for lists and labels.
  • Other - used as selection criteria for lists and labels.
  • Notes & Additional Notes - Any free flow information about the agent. Field can be used as selection criteria for lists and labels
  • Statement Remarks - Note: Any remarks entered into this area of the agent profile appear on all statements generated for this profile. Field is used as selection criteria for lists and labels.
  • Travel Preferences - Any particular travel preference the agent may have. Field is used as selection criteria for lists and labels. o Check Remarks - Enter a specific profile Account Number or remark that prints on the check for payments made using the profile.
• Default Rates Tab:
  • You can set an agent rate or a set amount based on each Travel Type.  For example, for Processing Fees, you want this agent to get 97% commission.  If the rates are blank, Trams will look at the General Tab.  
• Attachment Tab:
  • Users can manage (add, view, delete, update) electronic documents of any type