Data
Data Management
Configure the reference data that powers your workspace -- locations, suppliers, segments, payment methods, and more.
The Data section is where you set up the reference data that the rest of your workspace relies on. These are the building blocks behind trips, orders, pricing, invoices, and the customer portal: the places you operate in, the suppliers you work with, the customer groups you serve, and the ways you accept payment.
You typically configure this data when you first set up your workspace and update it as your business evolves. Changes here flow through to every feature that references them.
What's here
| Area | What it manages |
|---|---|
| Gift Certificates | Sell and manage gift certificates that customers redeem on future bookings |
| Locations | Geographic places used in trips, products, and itineraries |
| Segments | Customer groups for targeted pricing, content, and product visibility |
| Suppliers | The companies that provide the products you sell -- hotels, airlines, tour operators -- with record locators and automated reporting |
| Payment Methods | How customers pay -- bank transfers, credit cards, online checkout |
| Promo Codes | Discount codes customers apply during booking, with conditions for validity dates, minimum order values, lead times, and usage limits |
| VAT Categories | Tax rates applied to products and bookings |
| Seating Layouts | Seat maps for flights, buses, or venues with per-seat pricing |
| Traveler Questions | Custom questions to collect information from travelers during the booking process |
| Labels | Color-coded markers for organizing trips and orders, with revenue tracking on the dashboard |
How it connects
Most data here is referenced by other parts of the platform:
- Locations appear in trips and inventory products to define where things happen.
- Suppliers are assigned to inventory products for fulfillment and reconciliation, and can generate per-order record locators for travelers.
- Segments control which products, trips, and pricing customers see, and set the communication language for automated emails.
- Payment methods determine how payments are processed on orders and which checkout option customers see on the portal.
- VAT categories are assigned to products and bookings for tax calculations and appear as line items on invoices.
- Seating layouts serve as master templates that you copy onto trip products requiring assigned seating.
- Promo codes can target specific trip series or individual trips and apply at checkout, with restrictions on validity dates, minimum order values, lead times, and per-customer usage limits.
- Gift certificates create payment records when purchased and apply as payment when redeemed.
- Labels are assigned to trips and orders for organization and appear in dashboard revenue breakdowns.
- Traveler questions are assigned to trips and products to collect custom data from travelers, and feed into order readiness scores.