The Orders registry lists every order booked on your storefront, with the figures you need to follow up on payments and profit. Click an order to open its card with services, travellers, documents and money.
Where to find it
Agency Dashboard → Orders (/app/orders-list). An order card opens at /app/order/{id}.
How to find an order
- Open Agency Dashboard → Orders.
- Open Filters and set what you need, for example:
- Order #, Traveler (last name), Hotel, Booking ref (PNR or ticket number);
- Status, Payment, Service type, Trip type (including Personal trip), User type, Currency, Country;
- Buyer (people who booked on your storefront), Manager (your own admins), Partner;
- Order date from/to, Trip start, Trip end;
- Non-refundable only;
- Totals over all pages, to add up the amounts across the whole result, not just the page you are on.
- Click Show results. Use Reset all to start again.
- Click the order row to open the order card.
What the columns show
Order #, Order date, Order status, Buyer, Agent, Manager, Country, Trip start, Trip end, Final amount, Paid, Amount due, Net amount, Partner paid, To pay, Payment deadline, Planned profit.
The order card
The order card opens with a General information block: order number, status, country, created date, trip dates, buyer, company, manager and issuing company. Below it are the tabs:
- Services — what was booked;
- Travellers — who is travelling;
- Documents & history — the order's documents and history;
- Cash — the money side of the order;
- Comments — comments on the order;
- Log — the technical history of changes.
For your storefront's orders the card also shows net, cost and profit.
How to set payment by instalments
- Open the order card.
- Under General information, find Payment by instalments.
- Add a line with Add an instalment and fill in the share (%), the amount and the due date.
- Click Save.
Good to know
- Net amount, Partner paid and Planned profit are shown for your storefront's orders so you can follow your margin.
- The order link in the Activity feed and the Open order buttons in Travel operations and the Work queue open the same order.
FAQ
Why can't I find an order a client says they booked? Check that it was booked on your storefront's site. Then search by Booking ref (PNR or ticket number) or by the traveller's last name.
How do I see the total owed across all orders, not just one page? Tick Totals over all pages in Filters.
Can I split an order's payment into several dates? Yes. Use Payment by instalments on the order card.
What is the difference between Final amount and Net amount? Final amount is what the client pays. Net amount is the supplier cost, and the difference feeds into Planned profit.
Related articles
- Agency Dashboard: your control centre as a partner travel agency
- Travel operations: who is travelling right now
- Activity feed: every change to your storefront's bookings
- Work queue: the tasks your team handles on your storefront's orders
- Agency Reports: reports on your storefront's orders
- Analytics for your storefront
- Company settings, document templates, all users and "Sign in as"
Still have questions? Message us in the support chat or at support@travel-code.com.