Agent Feature
The Agent Booking Feature allows partner agents to create bookings on behalf of customers with automatic commission calculation and dedicated portal access.
Purpose
This feature enables:
- 🤝 Agents to create bookings on behalf of customers
- 💰 Automatic commission calculation per agent
- 📧 Controlled passenger communication
- 🔐 Secure agent portal access
- 📊 Accurate accounting and reporting
Phase 1 Scope
This phase focuses on:
- Booking creation through Agent Portal
- Commission calculation and application
- Accounting entries
- Agent read-only access
- Email notification control
Payment settlement is handled outside the system in Phase 1.
Key Concepts
Agent
A partner company that creates bookings on behalf of customers.
Agent Company
A company profile with type set to "Agent" in the system.
Agent User
A user linked to an Agent company, used to log in to Agent Portal.
Agent Portal
Dedicated login interface for agents at: https://moresailing.co.uk/agent
Commission
Percentage-based amount paid to agent based on net booking value.
Net Amount
Booking amount excluding VAT.
Transport
Flight or transport services that can be excluded from commission calculation.
System Requirements
Before using Agent Booking:
✅ Agent company profile must exist
✅ Company type set to "Agent"
✅ At least one Company Client connected
✅ Agent user email configured
✅ Accounting configuration includes Agent Commission Account
What's Next?
Follow these guides in order:
- Agent Setup - Configure agent companies
- Booking Process - Create agent bookings
- Commission Rules - Understand calculations
- Accounting - Commission accounting entries
- Agent Portal - Access and capabilities