A trip is the overall customer engagement. Inside it you build trip options - different priced versions of the same sale. Both the trip and each option move through statuses as work progresses.
Trip statuses
| Status | What it means |
|---|---|
| Inquiry | Customer has shown interest; you are gathering requirements |
| Costing | Building itinerary and supplier costs |
| Quoted | A quote has been sent to the customer |
| Confirmed | Customer accepted - you are preparing travel |
| Cancelled | The engagement ended without travel (or was voided) |
Trip option statuses
| Status | What it means |
|---|---|
| Draft | Still being planned — editable |
| Offered | Price frozen and presented — locked |
| Confirmed | Customer chose this option |
| Cancelled | This version is no longer offered |
End-to-end flow
- 1
Inquiry - Create the trip, link a customer, and open the default option in the Trip Editor.
- 2
Planning - Add days, locations, and itinerary items. You do not need travel dates yet.
- 3
Costing - Add supplier services, enter rates, and link costs to itinerary items (option stays draft).
- 4
Offer - Offer the option to freeze pricing into a quotation snapshot. Content locks.
- 5
Confirm - When the customer accepts, Confirm the option. Add travel dates when known. Use Reopen to draft to revise, or Cancel option to withdraw.
- 6
Operations - Issue vouchers to suppliers, run operations checklists, and create purchase invoices.
- 7
Billing - Create the customer sales invoice from the offered/confirmed option, record payments, and review reports.
After you offer
Once an option is Offered, itinerary and costing are locked. Reopen to draft (cancels the quotation snapshot) before changing prices.