Set up individual branches with unique contact information and logos as well as update existing branches.
Opening up the Branch menu displays a list of all your current branches. The list can be sorted in ascending or descending order by any column by clicking the arrow button to the right of the column title.
Delete multiple branches by checking the box next to the records you wish to delete and then clicking the Delete button. Learn more about deleting multiple records.
Click +Add Branch to enter a new branch . You will be taken to a new screen.
In the Information section, enter your branch name and contact information such as address, phone number, and email.
If your agency converted data from Trams and/or ClientBase, your branches from those products will be listed.
NOTE for GDS Users:
If you are interfacing with Sabre, Amadeus or Travelport+, select the correct ARC Number. Learn more about ARC Numbers.
If you use the same ARC number for multiple branches, add the ARC number to your default branch. If you have already selected the same ARC number in each of your branches, you will get a warning message after interface. It is recommended to create a 'dummy' ARC number such as 99999999, and assign it to the subsequent branches. You will then need to add a branch override to the PNR to specify the other branches.
See the appropriate link below to find the correct format:
Sabre GDS Integration for Tres
Amadeus GDS Integration for Tres
Travelport+ GDS Integration for Tres
Assign the Branch to a General Ledger Branch. Learn more about General Ledger Branches.
Add any additional information and description details you would like as well.
Enter data you would like included on all your trip statements in the Trip Statement Remarks section. Learn more about trip statements.
Set up your branding by uploading your logo and choosing a primary color. Upload your logo by dragging and dropping it or clicking the Browse button to search for it on your computer. Supported file formats are .jpg and .png, and there is a maximum file size limit of 2MB. We recommend using logos no larger than 500 pixels.
Once you have uploaded your logo, you can preview it before saving.
Note about branding:
Tres has three levels of branding. Branding is at the Agency level, the Branch level and the Advisor level.
- If branding is added at the Agency level, this will be the default branding for all branches and all advisors. Learn more about Agency Settings.
- If branding is added at the Branch level, it will override the branding at the Agency level.
- If branding is added at the Advisor level, it will override the branding at the Branch and the Agency level. Learn more about Advisors.
Select your primary color by using the color selector, entering a HEX value, or inputting the RGB values. This color is displayed in various areas of the program, including on the trip statement, new client/traveler form, client itinerary, and trip payment authorization form.
Click Save Branch. You will be returned to the main branch menu where you will see your new branch added to the list.
To update an existing branch, simply click on the branch name in the list, adjust the fields needed, and click Save Branch.