Allocating Inventory Across Sync Primary and Sync Copy Databases
If your agency has ClientBase Windows and ClientBase Online, you have a Sync Copy Database.
In the past, agencies that have been synchronizing with another location were limited to creating and pulling from inventory in only the Primary location. The reason for this limitation was because of the potential to oversell inventory between synchronization processes. To overcome this danger, ClientBase has the ability to allocate available inventory across your various sync databases. Sync activated databases have an additional entry tab in Inventory Details, called Sync Database Allocation.:
Upon creating new Inventory (or updating existing Inventory) look at the count within the Available Inventory field. Determine if this inventory should be re-allocated to other sync locations (databases) to facilitate better sales of this inventory. Click the Sync Database Allocation tab and Re-allocate to re-allocate any quantity available from your current database to any other Sync Copy database.
The system allocates the inventory to the database the user is connected to. When an agent Pulls From Inventory, they are only able to pull inventory allocated to the database they are connected to. As agents use the inventory feature within the Res Card, if they determine that they have a client interested in inventory that is no longer available, they click the View Inventory Record and the Sync Database Allocation tab to see if there is available inventory in other locations (databases). If so they may suggest re-allocated some of that available inventory to locations (databases) that no longer have any available to them. To re-allocate inventory from one location (database) to another, you must connect to the database that has the available inventory. You can only re-allocate inventory from the database you are connecting to and you can only re-allocate inventory of the database has available inventory records to re-allocate.
Important Note for CBB/CBO Agencies Syncing to CBW: If you are synchronizing to the ClientBase Windows application, DO NOT allocate inventory to that database unless you are OK with not being able re-allocate it back out of CBB or CBO! ClientBase Online does not yet include the Inventory Manager and therefore do not have the ability to re-allocate its unused available inventory back to other databases. This means any inventory allocated to CBB or CBO, will have to be sold via CBB or CBO, or the agency would have to connect to the ClientBase Windows application in order to re-allocate it back to CBB/CBO.
When pulling from Inventory, the system defaults using one of two Default Inventory Filters:
1) Reservation Travel Category - this prompts the Query window with the Travel Category field defaulted to the same category selected in the Reservation.
2) Res Card Group Name - this now skips the Query window and directly prompts results of ALL inventories (if any) that matches Group Name in the Res Card. You must click Query button to change drop-down field default back to Reservation Travel Category.