Settings

The settings folder in Tres is where agency owners update their agency settings, create or edit user profiles, set up branches and destinations, and create action plan templates. It is currently accessible to all user types but in future versions of Tres, it will only accessible to Admin and Manager level users.

Quick Links:

• About
• Action Plan Templates
• User Profiles
• Agency Settings
• Branches
• Destinations
• Tags
• ARC Numbers
• Bank Accounts

About

The About box shows the latest version of the Tres system as well as the most recent update date and time.

Action Plan Templates

Action plan templates allow advisors to streamline their process by templating tasks associated with trips and easily apply them with dynamic due dates. Learn how to create a new action plan template.

User Profiles

Search across all user profiles or add a new user profile with unique logins credentials and permissions in this section. Existing profiles are updated here as well. Learn how to add a new user.

Agency Settings

Enter your agency's contact information here. This information will be displayed on all trip statements. In the Information section, enter your agency's contact information such as address, phone number, and email. Add any additional information you would like as well.

Enter data you would like included on all your trip statements in the Trip Statement Remarks field. Learn more about trip statements.

Enter data you would like included on all your supplier statements in the Supplier Statement Remarks.

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.

Once you have uploaded your logo, you can preview it before saving.

Set your affiliations for marketing purposes by selecting the appropriate entry from the dropdown menu. Add multiple affiliations by clicking the + Add Affiliation button. 

Use the advisor pay reconciliation rules to decide when your agency pays it's advisors. We have broken it down by each travel category. Select the Paid option if you pay your advisors once a reservation is paid in full, regardless of departure. Select the Paid and departed option if you pay your advisors once a reservation is paid in full and has already departed.

Use the Features section to enable or disable features in the program. Currently Bank Management, General Ledger, and Credit Card Merchant Processing are able to be enabled or disabled.

If you checked off the box to enable Credit Card Merchant Processing in the Features section, you will be able to connect with our merchant account service, Payroc. Enter your login information and max amount to charge here. If you would like to learn more about Payroc, please contact our sales team at [e-mail]. 

Once all your agency information has been entered, click the Save Agency Settings button at the top right of your screen.

Branches

Set up individual branches with unique contact information and logos in this section. Existing branches are updated here as well. 

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. 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.

Upload a branch 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.

Once you have uploaded a logo, you can preview it before saving.

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.

Destinations

The available options in the Destination dropdown menu for Trips is populated from this section. Users can add and update their list of destinations with complete flexibility and freedom. 

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 destinations 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 Destination to enter a new destination to be taken to a new screen. 

Enter the destination name in the Name field. Select a country from the dropdown menu. It is not required to select a country.

Click Save All.

To edit an existing destination, click on the line item with the destination you wish to modify. Edit your information and click Save All to save your changes.

To delete an existing destination, click on the line item with the destination you wish to delete. Click the Delete Destination button.

This will generate a popup asking if you are sure you want to delete the destination (as you cannot undo this action). Click Yes, Delete to delete the destination and be taken back to your list of destinations. Click No, Cancel to go back to the destination details.

Tags

Organize and add new tags for your agency from this section. Learn more about tags. 

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 tags 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 Tag to enter a new tag from a new screen. 

Enter the tag name and set the status to Active.

Enter a list of tag values as a new line for each item. Example: if your tag name is Budget, you might list the values as High, Medium, Low. 

Checking the box for Allow Freeflow will allow users in your system to create their own tag values rather than restrict them to a the options entered.  Checking the box for Value Required will ensure that users enter a tag name and value rather than just a tag name. 

Add an optional description. 

Click Save All. 

To edit an existing tag, click on the line item with the tag you wish to modify. Make any edits and click Save All to save your changes. 

Note: Inactive tags will not be accessible in search screens or details.  

To delete an individual tag, click on the line item with the tag you wish to delete. Click the Delete Tag button. 

This will generate a popup asking if you are sure you want to delete the tag (as you cannot undo this action). Click Yes, Delete to delete the tag and be taken back to your list of tags. Click No, Cancel to go back to the tag details.  

Note: Tags cannot be deleted if they are used in multiple areas of Tres. 

ARC Numbers 

Store and manage your agency ARC Numbers from this section. 

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.  

Click +Add ARC Number to enter a new ARC number from a new screen.  

Enter the ARC Number and optional description. Click Save All. 

To edit an existing ARC Number, click on the line item you wish to modify. Edit the number or description and click Save All to save your changes. 

To delete an individual ARC Number, click on the line item with the number you wish to delete. Click the Delete ARC Number button. 

This will generate a popup asking if you are sure you want to delete the entry (as you cannot undo this action). Click Yes, Delete to delete the entry and be taken back to your list of ARC Numbers. Click No, Cancel to go back to the ARC number details.  

Bank Accounts

Manage bank accounts in this section. 

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. 

Click + Add Bank Account to enter a new Bank Account from a new screen.   

Enter the account name and description. Click Save All.  

To edit an existing bank account, click on the line item with the account you wish to modify. Edit the account name or description and click Save Bank Account to save your changes.   

To delete a bank account, click on the line item with the account you wish to delete. Click the Delete Bank Account button.  

This will generate a popup asking if you are sure you want to delete the account (as you cannot undo this action). Click Yes, Delete to delete the account and be taken back to your list of bank accounts. Click No, Cancel to go back to the account details.