INTRODUCTION
This article will detail how to add additional users, or agents, to the WinCruise System.
SUMMARY
With WinCruise you can have any number of users, or agents within the system. When you add a new user, inform the user of the Agent Code and Password you have set as the agent will need this to log in to WinCruise.
1. From the menubar, select SCREENS -> USER ACCESS
2. From the menubar choose ADD -> USER.
3. Enter the user’s information in the Add Agent Expert, including at least all information marked as ‘required’. See below for Field descriptions.
4. Click OK to continue or Cancel to terminate the operation.
5. If you click OK, WinCruise will ask you to confirm. Click Yes to save, No to terminate the operation, or Cancel to go back to the dialog.
MORE INFORMATION
Field Descriptions
Contact Info
Agent Code (Required) A 3-digit alphanumeric code that refers to the agent. Typically this is the agent’s initials.
Active (Required) When checked, indicates if the agent is active. Note: Active must be checked in order to book clients that are associated with this agent. Only Active agents are allowed to log in.
Inside Agent (Required) When checked, indicates the agent works inside the agency.
Agent Name (Required) The name of the agent.
Agent Title (Required) The title of the agent.
Note: Agent Name, Agent Title, Agent Email, and Local Number print to each invoice when this user is the Primary Agent.
Agent Email (Optional) The email address for the agent.
Toll Free Number (Optional) The toll-free number for the agent (or the agency).
Local Number (Required) The local number for the agent (or the agency).
Agent Address (Optional) The agent’s address. 2 line entry.
Agent City, ST, Zip (Three optional fields) The city, state, and zip/postal code for the agent.
Interface Code (Optional for accounting interfaces) Refer to the documentation for your accounting interface. Leave blank if you have no interface.
Secondary Default (Optional) The Agent Code of the user who will be the Secondary Agent on all bookings made by this user.
SSN (Optional) The user’s Social Security Number
Comm/Password
Agent Comm Rate (Required) The agent’s commission rate as percentage (e.g., 10%) or decimal (e.g., 0.10). Note: 10 without the percent sign indicates 1000%.
Based On (Required) The basis for the agent’s commission. Select from the drop-down list, typically Total Comm;
Total Comm Total commission earned by the booking.
Cruise Comm Commission earned on the Base Price only.
Gross Sale Total booking cost.
Comm Sale Total of all commissionable items.
Cruise Sale Cruise (Base Price) price.
Flat Rate A flat dollar amount per booking.
Calculating % (Required) The percentage of the booking amount that the agent commission rate (ACR) will be take from. Typically this is 100%. Enter 1 and press Tab
Paid When (Required) When the agent will be paid. Typically: Received
Received Paid when the agency receives it’s commission
Booked Paid when booking is entered.
Sold Paid when booking is paid in full.
Sailed Paid when the cruise sails or the non-cruise tour begins
Password (Required) The agent’s login password. Enter up to eight characters. The password is not case sensitive.
Online Info
Use Agency Login Check to use agency Amadeus login. If checked, next 2 fields are blank
Agent Sign Enter agent’s Amadeus user name
Agent Initials Enter agent’s Amadeus password.
Duty Code Enter agent’s Amadeus Duty Code
Use Agency Proxy Check to use the agency internet proxy. Usually left unchecked. If checked, next 2 fields are blank
Proxy User Name Enter agent’s proxy user name
Proxy Password Enter agent’s proxy password.
User Defaults
Current Code Default Currency for Invoices
Classes Select default class for All, Bookings, Comments, Reminders, Client, Worksheet, Passenger, Ad Charges & Payment.
REFERENCES
WinCruise User Manual, Chapter 5 - http://www.wincruise.com/files/documentation/chapter05.pdf
Applies to: WinCruise Professional/WinCruise 2000/WinCruise Remote
Windows 98/ME/2000/XP, Windows Server 2000/2003
