Why Tres

It's not just about what Tres does, but how it does it. Every detail matters. With over 30 years of experience, our technology has facilitated the management of over $1 trillion in reservations. Our team of 64 experts collectively bring over a thousand years of experience and are dedicated to supporting our users and finding optimal solutions. Tres isn't merely an upgrade to our industry-leading technologies, Trams Back Office and ClientBase; it's a completely new program with hosted technology. Designed specifically for today's travel agencies, Tres leverages our extensive experience and expertise to provide the best fit.

Below are some of Tres' features. The features and functions are important, but so is the way those functions work and the details of what they do. Click the expand button next to each topic to see some of the details of each function. Details that our users love and set Tres apart!  

Please compare these features with other solutions. Tres offers a compelling blend of performance, usability and support designed to meet agency and advisor needs.

If you have any questions or need further information, please reach out to us at [e-mail]. 

Tags

Tags enable users to create their own tag types, and tag values. These types and values can then be used as filters to search, group and display data. Tags provide users with unlimited flexibility and data management. Tags are a great tool for groups or any other data users want to be able to search by or display. Click HERE for more information on Tags.

Users have the ability to choose what areas of the program Tags can or cannot be used. 

Tags can be Optional, Recommended (prompt user if not included) or Mandatory.

Tags have the option of a default value.

Tags can have one or more values.

Tag Values can include free-form entries.

Users have the option to make a Tag Value required.

Active Tags can be marked as inactive.

Tags can be imported from your consortia.

Tags such as Destinations, Clients, Travelers, etc. can be included when data is imported.

One or more Tags can be shown as columns in table outputs.

 

Advisor Pay Reconciliation

Advisor Pay Reconciliation is a very easy to use routine to designate what advisor commissions from what reservations are to be paid to each advisor. Users can setup rules based upon payment status and departure dates automating which advisor commissions should be included in the reconciliation including Advisor Adjustments. Advisor Pay Reconciliations are then available to send to the advisor or even enable them to see them within Tres themselves. Click HERE for more information on Advisor Pay Reconciliations.

Saved Advisor Reconciliations can be emailed to advisors directly from the program.

Advisor Adjustments can be included on the Advisor Pay Reconciliation.

Advisor Reconciliations can be run by Branch.

Reservations can have multiple advisors so each Advisor's Reconciliation and Advisor Statement reflects their portion of the Commission.

Advisor's default commission rate can be viewed in the Advisor Reconciliation.

Advisors can view their own statements in the system rather than having to email them.

Advisor Statements can be downloaded and/or emailed.

 

Merging Profile Data into GDS (Amadeus, Travelport+ and Sabre) 

The Tres PNR Integrations help you seamlessly select and merge client data from your Tres Client and Traveler profiles to your GDS so manual data entry during the booking process is not needed.  

Click HERE for more information on Sabre integration.
Click HERE for more information on Amadeus integration.
Click HERE for more information on Travelport+ integration.

Profile data can be merged at any time - either before or after holding space in GDS.

Frequent flyer numbers from the supplier can automatically appear and merge into the GDS.

Passport information merges into the 3DOCS field in GDS.

TSA related fields like DOB moves into the GDS in the correct format.

The form of payment moves seamlessly into the GDS.

 

Trips from GDS into Tres (Interface)

Tres has decades of experience with GDS interfaces and has supported billions of dollars of GDS reservations being passed to our products. Detailed interface including NDC transactions are up and running with the Tres GDS data pass. It helps to exclusively be in the product line of Sabre, TravelPort and Amadeus and have special relationships with each.

The Interface process is automated so the agency does not have to run it or manually import PNRs.

The automated Interface process can be set at timed intervals.

A PNR created in a GDS automatically generates a Trip.

It is easy to view missing information on imported Trips and Reservations.

There is an IAR Reconciliation process.

There is a Ticket Report.

Hotel Profiles can be auto-created at time of Interface.

Client Profiles can be auto-created at time of Interface.

 

What to know about Converting

Tres was designed with data conversion in mind. The same designers and engineers programmed Tres also programmed Trams Back Office and ClientBase. We uniquely know how to correctly convert your data. Users can even have a test conversion to get used to viewing their own data in Tres before going live.

All Profile data converts including Clients, Travelers, Advisors and Users.

All fields for all Profiles convert including credit cards, birthdays, anniversaries, contact information, frequent flyer numbers, etc.

All Activities convert including links between all the Profiles with which these Activities are associated.

Payments convert including Payor and Payee, reservation applied, balances, unapplied, vouchers, etc.

All Invoices, Res Cards and Trips convert including open balances, links to clients, suppliers, advisors and payments.

All agency data including Branch, Advisor, Permissions, Logins and other customized data convert.

All bank items convert including Deposit, Withdrawals, Checks, ACH Transactions and balances.

All User Permissions convert (and allow you to modify once converted).

Historical changes convert including create dates.

There is a Conversion Checklist that agencies can use.

 

Marketing Tables

Marketing Tables are broken down by Marketing Categories and codes within those Categories to use as filters for target marketing. Each consortia has their own unique marketing tables. Tres also supports marketing categories and codes that are unique for your agency with the user of Tags. 

Each Consortia has their own private and unique Marketing Table.

Your Consortia can have as many Marketing Categories and codes as they desire.

Marketing tables are updated when my Consortia makes changes.

There is a View that shows the Marketing Tables and codes chosen rather than a view with all chosen and not chosen.

Marketing can be conducted at the Client and Traveler levels.

You can quickly and easily click a checkbox to add or remove Marketing Codes to a Client or Traveler.

 

Bank Management

Bank Management enables users to manage bank related items included deposits, withdrawals, checks, and EFT/ACH money entered or taken out. A Reconciliation routine enables users to quickly and easily maintain alliance with their bank statement. Click HERE for more information on Bank Management.

Agencies can add and use multiple bank accounts.

Bank accounts can be associated with default GL accounts.

Payments are automatically tied to the correct bank account.

Bank accounts can be marked as inactive.

Bank reconciliations can be processed for any bank account for any date range.

Payments can be voided.

 

General Ledger

Tres General Ledger includes a fully integrated General Ledger complete with Income Statement, Balance Sheet, Trial Balance, and Journal Entry Management. Journal Entries are automated with links to the source activity creating a seamless connection between transactions and the General Ledger, as well as, General Ledger Reports. No additional work moving data to separate, not connected GL is necessary with Tres. Voids, deletions, etc. are all integrated automatically.

There are automated Journal Entries when Reservations are settled (supplier commission paid).

There are automated Journal Entries from Payments.

Voids and Deletions are automatically updated to the General Ledger.

There are Income Statements, Balance Sheets, Trial Balance and Account History Reports.

These Reports can be generated for any date range.

There are default GL accounts for Other Profiles, Bank Accounts, Travel Categories and More.

There is a way to close or lock Periods.

 

Actions (Trip, Client and Traveler)

Actions are dynamic and associated with Trips, Clients and Travelers. Actions show on the dashboard and enable users to easily track follow thru items such as Trip deposits, final payments, Trip departures, Trip returns, anniversaries, birthdays and more. A dynamic action item means if the source of  the data changes, the action will automatically change with no intervention from the user. Users can have Action Plans where a series of actions are entered with one click. Click HERE for more information on Actions.

Actions have trigger dates so they auto-update when dates change.

There are multiple trigger types? (Deposit, Final Payment, Trip Start, Trip Return, Fixed Date, etc.)

You can create Action Plans (with multiple actions) to easily move a group of Actions into a Trip, Client or Traveler.

Agencies can create as many Action Plans as they would like.

Action and Action Plans can be Private for individual users to create and use or Public for entire agency to use.

Actions can be assigned to other users in the agency.

Action Plans can include Email Templates.

 

Agency Credit Cards 

Add, manage and reconcile Agency Credit Cards to be used as methods of payment in Supplier and Other payments. Click HERE for more information on Agency Credit Cards.

The Agency Credit Card can be linked to a GL account for easier Journal Entries.

It's possible to store, use and reconcile multiple Agency Credit Cards.

Access to Agency Credit Cards can be restricted to certain users in my agency.

 

Email Templates

Tres enables users to quickly and easily send emails from within the system. Email Templates enable quick and easy sending of often sent messages such as Terms & Conditions. Emails include links and attachments. Click HERE for more information on Email Templates.

Agencies can store as many Email Templates as they would like.

Email Templates have merge fields that will auto-populate data from the corresponding fields in the program.

Email Templates can be Private for individual users to create and use or Public for the entire agency to use.

Email Templates can be set to inactive when no longer needed.

Email Templates can include Attachments.

Email Templates can be used to schedule future emails to clients.

 

Branding

Branding customizes your client facing items showing your professionalism to your clients. Client Statement, Trip statement, Client Itinerary, and Proposals can all be branded by name, color, phone, email, branding name, address, and even a picture for advisors. Tres supports branding at the agency, branch, or advisor levels.

Advisors can use their own branding (logo, colors, phone number, address and branding name) on client facing documents.

The agency can have agency, branch and advisor branding and choose which one to use on different trips.

There is a place to store Advisor Headshots for use on branded materials.

 

Profile Import

Import Client and Traveler data from a source file directly into Tres with the Profile Import Tool. This allows new users to populate their database quickly and efficiently and lets existing users import a list of prospects from a trade show or networking event. Click HERE for more information on Profile Import Tool.

You can import Client and Traveler data from a previous program if the file is in CSV or TXT format.

You can add tags to the imported data for future reporting and views.

The data can be imported as Constant fields as well as Mapped fields.

 

Dashboards

Tres offers a myriad of Dashboards providing valuable information at a glance. Managers can see information per user or across the agency. Advisors see their data. Users can set their Workflow Dashboard to show Departures/Returns, Deposits and Final Payments due, Actions, Appointments, Tasks, Birthdays and Anniversaries according to the dates they prefer.  Sales and Commissions Dashboards show Sales info by Booking Date, Travel Date and Paid Date; Sales by Travel Category; Year over Year Comparison by current month; Future Projected Commissions; Top 10 Clients and Top 10 Suppliers.  Click HERE for more information on Dashboards.

Appointments, tasks, birthdays, anniversaries, departures, returns, deposits and final payments are displayed on one "user-friendly" screen.

Advisors can click directly into items to mark them Completed or to send Client emails.

Projected Commissions are displayed by month.

There are Top 10 Lists for Client and Supplier Sales.

Advisors can see this month's sales compared to the same month last year.

Sales by Travel Category show.

There are individual and agency wide dashboards available.

Dashboard can be customized to show data from a certain date range.

There is a way to display uncompleted items that are outside the date range selected.

You can see commission by booking date, travel date, and paid date.

 

User Profiles and Permissions

Security and data protection are paramount with Tres. Dual authentication is supported for users using Microsoft Authentication. Tres enables management of users including which areas are accessible as well as enabled functionality within each area. Click HERE for more information on User Profiles and Permissions.

User profiles can be created for all members of my agency (advisors, back office, assistants, independent contractors).

Email accounts can be connected to user profiles.

There are defaults for different user types to help make setting new users up faster.

Permissions can be copied from one user to another.

There are permissions for each payment type and profile type.

An Advisor can be associated to a user profile so they default to any new profile or trip they create.

Users can be locked out if needed.

Access to another Advisor/ICs trips can be given.

 

Commission Pay Reconciliations (Onyx/Paymode)

Tres Commission Pay Reconciliation enables users to reconcile commissions to a file received from the commission payer.  Tres automatically matches commissions paid and makes automatic updates to commission received.  Any commissions not in Tres can be auto-imported with the Reconciliation. Click HERE for more information on Commission Pay Reconciliations.

Reconciliations can be saved in a Pending status until they can be finalized.

Reconciliations automatically create associated Payments.

Reservations can be manually reconciled if they don't auto-match.

 

Direct Connect

Tres invented integrations with online reservation systems called Live Connect, now called Direct Connect in Tres, and comes with years of experience and support. Click HERE for more information on Direct Connect.

Can supplier reservations be imported directly into the program.

 

Client Itinerary

Yes, Tres comes inclusive with the Tres Client Itinerary application - and at no additional cost!  Tres Client Itin also has several unique advantages including:

1. Client Itinerary data uses your live Tres data so no moving or synchronizing data.

2. Users can link or store images at Destination and Provider level that auto-populates to Client Itinerary.

3. As a new app, users can brand and private label the Tres Client Itinerary for their clients. Also, itineraries viewed online are automatically saved for future off-line viewing.

Click HERE to watch a video on Tres' Client Itinerary.

Client Itinerary is available on all mobile devices.

Updates to the client's trip show on the Itinerary immediately rather than having to wait for a sync.

The Client Itinerary can be branded to the advisor, branch or agency.

The Client Itinerary can be hidden from the client while edits are being made.

Clients can access their itinerary without having to download an app.

In addition to mobile view, there is a PDF option for the Itinerary.

Clients can access their itinerary even without Wi-Fi access.

 

New Client/Traveler Form

Collect traveler and client information quickly and efficiently by utilizing the New Client/Traveler Form. Enabling this feature generates a unique url to be sent directly to clients where they enter information such as contact numbers, credit and loyalty card data, passport information, addresses, and more. Submitted forms automatically create traveler and/or client profiles in Tres, saving advisors the task of manually entering the information themselves.

Clients can use a link to fill out their profile information and it auto-populate into the program.

The link can use agency or advisor branding.

Clients can securely enter credit card information on this form.

More than one traveler can be submitted on a single form and be linked together in the Client Profile.

Clients can upload a picture of their passport on the form that will auto-attach in their profile.

 

Views and Reports

View the data you need and generate useful reports by utilizing the manage columns and manage views functionality. These features allow you to add, remove and reorder columns, as well as customize filters and save the setting you would like to see on the search results screen. 

Views can be Private (user only) and Public (agency wide).

Column widths can be modified and order re-arranged.

Data can be sorted by any column.

There are template reports available.

Hyperlinks to other areas of the program can be added to reports.

Column names can be customized.

 

Security and Backups

We know that your data is critical for your business, and we ensure that it’s safe and readily available. Tres comes with elaborate security including Microsoft authentication.  Credit Cards are tokenized through a 3rd part so not even stored in Tres. Tres is hosted on the Microsoft Azure platform with multiple, secure, instantaneous and automated backups.

Credit Cards are stored outside of the program with a third-party PCI Compliant program.

Backups are run automatically and do not require agency action.

Backups are stored in multiple regions for redundancy.

Backups are fully encrypted.

Your agency backup can be shared with you upon request.