Below is an alphabetical glossary of terms used in Tres with notes referencing how they relate to our trams products and links to further details.
Action - To-do's associated with a trip that dynamically adjust their due dates to trip date changes. Learn about actions.
Trams product reference - Reminder
Action Plan Template - A templated set of action items that can be added to a trip with dynamic due dates. Managed in settings. Learn about action plan templates.
Trams product reference - Batched Reminders
Activity - Tasks, appointments, notes, and promos that can be linked to multiple areas in Tres such as Clients, Suppliers, Travelers, and Trips. Learn about activities.
Trams product reference - Reminders, Notes and Mailers
Admin - A user type in Tres, generally the account holder or agency owner. Learn about users.
Trams product reference - SYSDBA
Advisor - Individuals that are actively booking travel for your agency. Learn about advisors.
Trams product reference - Agent
Appointment - Activity type used to record schedule meetings, such as calls with clients, or trainings with suppliers. Learn about activities.
Trams product reference - Appointment
Attachment/Links - Document, images, or dynamic hyperlinks uploaded to Tres.
Trams product reference - Attachments
Billing Provider - A supplier that receives payments and pays out commission, such as a tour operator or cruise line. Learn about suppliers.
Trams product reference - Vendor
Booking Date - The date a reservation is booked with a supplier.
Booking Source - Where you made a reservation, whether online, phone, or other.
Trams product reference - Booking Method
Branch - Divisions within an agency. Managed in settings. Learn about branches.
Cards - Credit card and loyalty card data. Credit card data is validated, encrypted, and masked.
Client - Record that links multiple travelers under one umbrella to track trip and payment history. Learn about clients.
Trams product reference - Leisure or Corporate Profile
Commission - Total amount of commission expected to be received by the agency.
Communications - Contact information such as Phone, Email, Social Media, or Web.
Confirmation Number - A code uniquely identifying the successful booking of a reservation.
Dashboard (My Workflow) - View upcoming departures & return, events , deposit & final payments and trip actions. Learn about the dashboard.
Dashboard (Agency Sales & Commissions) - Contains graphs of current and historical commission data and sales analysis, as well as dynamic lists of the agency's top 10 clients, suppliers and advisors. Only available to Admin users. Learn about the dashboard.
Deposit - Initial payment made to secure a reservation.
Destination - Field for tracking the destination of a trip. Full list managed in settings. Learn about destinations.
Direct Connect - Connect with suppliers to directly import reservation details into Tres. Learn about direct connect.
Trams product reference - Live Connect
Duration - Amount of time an activity should last.
Email Configuration - Allows a user to connect their email account with Tres and send emails directly from the program.
Trams product reference - Email Settings
Enabled - Status option for a user that enables them to login successfully.
Export - Export data as a .pdf or a .csv file.
Trams product reference - Merge To
Filter - Search tool that allows users to restrict their search results to certain data within the system.
Trams product reference - Query
Final Pay Date - Date by which the total reservation fare must be paid to a supplier.
Formal Salutation - A client's formal name, or title.
Trams product reference - Courtesy Title
Informal Salutation - A client's preferred name, or nickname.
Trams product reference - Salutation
Interface ID - A unique identifier assigned to a record that identifies it for use with another application.
Itinerary Remarks - Notes that are client facing and show on the trip statement. Learn about the trip statement.
Trams product reference - Itin/Invoice Remarks
Locked - Field option allowing Admin users to lock a user out of Tres by selecting No, or reactivate a user by selecting Yes.
Mailing Address - Address where a client or company has mail delivered but doesn't necessarily operate from.
Trams product reference - Ship To Address
Manager - A user type in Tres, generally office staff or assistants that work with multiple advisors. Learn about users.
Trams product reference - Manager Authorization
Marketing Code - Fixed list of codes set by consortia. Cannot be changed by the user. Learn about marketing codes.
Marketing Source - Optional field for recording reservations that came from specific marketing efforts, allowing agencies to track return on investment and marketing effectiveness.
Note - Activity type used to take and organize electronic notes. Similar to a post -it. Learn about activities.
Paid By - Designates where a payment originates from.
Paid To - Designates where a payment is paid to.
Payment - Electronic record of any type of payment associated with a reservation. Payments include but are not limited to monies paid from a client directly to a supplier, from a client to an agency, and commission from a supplier to an agency. Learn about payments.
Trams product reference - Invoice
Permissions - User accessibility to various parts of Tres. Learn about users.
Trams product reference - Advanced Security Level
Physical Address - Address where the physical client or company is situated.
Trams product reference - Primary Address
Primary - A way to designate the primary point of contact in a list of travelers associated with a client, or a list of travelers associated with a reservation.
Priority - Field used to identify the importance of an activity.
Promo - Activity type tracking marketing communication from your agency to clients using documents. Learn about activities.
Promotion Id - Unique Marketing Partner ID for specific promotions.
Trams product reference - Promo ID
Provider - Optional field for tracking the provider of a service in the case that the supplier is a wholesaler or marketplace.
Quick Search - Rapidly search for Trips, Clients, or Travelers from anywhere in Tres. Learn about quick search.
Trams product reference - Level 1 Query in ClientBase Windows or Simple Search in ClientBase Online
Reservation - Individual supplier bookings that make up a trip. Learn about reservations.
Role - Field used to identify the relationship between travelers within a client record.
Trams product reference - Relationship
Service Provider - A supplier that physically provides the service, such as a cruise ship or an individual hotel.
Trams product reference - Service Provider profile
Settings - View and edit all account settings for your agency. Learn about settings.
Trams product reference - Branch Settings
Sub Reservation - Sub menu option for tour and cruise categorized reservations that allows users to break it down into individual components. Learn about sub reservations.
Trams product reference - Service Providers within a Reservation
Supplier - Airlines cruises, tours, cars, hotels, or other trip services being sold. Learn about suppliers.
Trams product reference - Vendor
Supplier Payment Rules - Tool enabling agency owners to set a commission due date trigger and the days after the trigger to more accurately forecast future commission receipts. Learn about supplier payment rules.
Supplier Remarks - Internal remarks in a trip.
Trams product reference - Agent Remarks
Supplier Statement - A generated report from your agency that lists all reservations with outstanding commissions due from a supplier.
Tag - Used to identify data that can later be search by. Consists of a tag type and tag value. Available in nearly all areas of Tres including Clients, Travelers, Advisors, Suppliers, Trips, Reservations, Sub Reservations, Payments, and Activities. Managed in settings. Learn about tags.
Trams product reference - More Fields, Group, UDID.
Tag Type - General category of a tag such as group, type, source, and level. Learn about tags.
Tag Value - Specific data that further defines a tag type. If a tag type is Budget, the tag values could be high, medium, and low. Learn about tags.
Target Travel Date - Estimated start date of a trip.
Task - Activity type to remind users of something, such as to finalize the itinerary for a trip, or send documents to a client. Learn about activities.
Trams product reference - Reminder
Total Fare - Gross total of a reservation.
Track Client Payment - Designates if the agency is involved in the client's payment. Selecting No generally means the client is paying the supplier directly (example: hotel and car reservations).
Trams product reference - Submit To Commtrak or Supplier
Traveler - Any and all individuals who are associated with your business including supplier sales reps, agency advisors, prospects, and travelers. Learn about travelers.
Trip - Electronic record of all reservations and payment details spanning the entire trip length. Learn about trips.
Trams product reference - Res Card
Trip Activity Report - Reports that view trip and reservation activity across the entire system. Reports can be generated based on client or supplier. Learn about trip activity reports.
Trip Statement - Agency branded document outlining all trip, reservations, and payment details that can be shared with a client. Learn about trip statements.
Unapplied Payment Amount - Amount of a payment that is either over or under the amount applied to reservation(s). This balance must be $0.00 to successfully apply a payment. Learn about payments.
User - A user type in Tres, generally individual booking advisors. Learn about users.
Views - User customized report that customizes the columns in a search area. Views can be saved for quick access. Learn about views.
Trams product reference - Select Columns, Sort By Columns, Columns