automation using excel for backend work for travel agency

Hi

I had posted similar requirement before but it seems that I was not very clear about my requirement...so resending it again...I hope you will find it more precise.

I am looking for automation of our backend work using excel sheet.

We are a small size travel company using excel sheet to work out cost estimation.

As of now we are making all manual entries into it..but now we are looking at pre feeding the data at back end and picking up elements from it to make the cost estimation.

Different elements to prepare the cost are hotel rates, transport rates, entrances to monuments, guide rates and any other services that a traveller need during this travel. Each of these rates come from a supplier who becomes a vendor for us.

Below please find work flow in a travel company : Inquiry from client (giving details like dates of travel, number of people, places to visit, category of hotels, meal plan etc) > Acknowledgement to client about receipt of inquiry > working out cost estimate + itinerary based on inputs from client given in inquiry > sending proposal to client inform of program suggested along with cost and inclusions / exclusions in the cost + terms and conditions + hotels list and details related to hotels like room category + number of nights > acceptance of client about program and cost > initiation of operational work which includes booking services like hotels, transport, guides etc from different vendors > generating vouchers to vendors which are finally given to client at the time of actual travel > payments to vendors based on vouchers and rates included in cost.

Attached please find documents for your reference :

Quotation sheet – you will observe that we have included all components of tour cost. These costs are from different suppliers / vendors..so at the time of making payment, this will become my payable.

At the bottom of sheet you will find per person cost..we quote to our B2B agent, this price.

Different cars / vehicles are used with different seating capacity which is required in making per person cost based on vehicle time. For example if 2 persons are travelling, we will include Innova and if there are 30 people we will use large bus like volvo etc and give him price of 25-29 pax.

In cost sheet, there is provision of inbuilding free components..which means that 1 person will be free…means that his cost for different components is paid by other clients.

Hotel Service voucher or vouchers for different vendors – Based on the hotels or other cost towards different suppliers included in cost sheet, we have to generate service vouchers which becomes a guarantee. Similar to hotel voucher, there would service voucher for transport, to meals in local restaurants and so on.

Travel Program – When we will feed rate / price data, we will feed the program / content details as well. For example, in order to include visit to Delhi, we will pick up rate of half day morning visit and half day of afternoon visit. When we will add this cost in quotation sheet, the program will automatically pick up content for sightseeing of Delhi.

There could be option of dragging the content to make the tour or any other idea.

This program can also be sent in form of digital program to the client to view in mobile.

Invoice – Based on per selling person cost, invoice will be made.

Payment of payables – Based on cost sheet, rates for each service provider becomes payable to him. If we are making advance payment for any service, system should give us option of feeding the details of advance payment and then the balance payment as well. Only payable part will be accessed by the accounts person.

All these are related to each other…..first step being quotation building based on request details from client. To build quotation, we will have to feed rates for different services as rate cards. Along with quotation other documents will get built.

It should be cloud based as we are no longer having office space.

Excel VBA Excel Macros Excel VB Capabilities Excel

Project ID: #32905245

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