Converting Itineraries to B2B
Any trip you build in the Quote Builder (the pricing grid) — including one that started as a B2C itinerary — can become a B2B offer for your partners: a B2B quote with a price for every group size, and a tour template you can price again in the B2B Calculator. There is no separate import: it happens when you save the grid in B2B mode.
From the Quote Builder
- Open Quote Builder (Sell group) — or New Quote on the B2B Quotes page, which opens it in B2B mode
- In the Pricing group of the header, switch B2C to B2B. The markup resets to 10%. Optionally Select Partner… — the partner's default margin is then used for the quote.
- Build the trip, or load an existing itinerary
- Click Save as B2B Quote (Update B2B Quote once the itinerary has been saved)
Screenshot: Quote Builder in B2B mode with a partner selected, the Margin figure, and the Save as B2B Quote button
What Saving Does
- Saves the itinerary, pricing every line from your rates as they are today.
- Creates the B2B quote — or, when the trip already has one in Draft or Sent, reprices that one (the quote's history keeps the earlier version). Lines the grid priced keep their cost; any line without one is looked up in your rates. The quote's partner price list covers 2, 4, 6, 8, 10, 12, 15, 20, 25 and 30 travellers plus the trip's own group size, each priced from your rates at the quote's margin. The season is set from the start date: December–April high, July–August peak, otherwise low.
- Creates a tour template and variation (once per trip; saving again updates the same template) at the trip's tier, in Tours → Tour Manager: the day structure — cities, meals (breakfast included; lunch and dinner from the meal services), cruise days, and each night's hotel or cruise. The specific hotels and prices are not copied.
- Opens the B2B Calculator on the variation and on this quote (its button reads Update Quote, and saving there reprices the same quote), a second later, with the message “Saved as … + B2B Quote … — Redirecting to B2B Calculator…”. See B2B Pricing.
Screenshot: The save message: Saved as … + B2B Quote … — Redirecting to B2B Calculator, with the View B2B Quote link
When It Stops Short
- A line has no rate — The itinerary is saved, but no quote is made: “B2B quote not created: Incomplete pricing — N item(s) have no usable rate”, with the lines listed. Add the missing rates and save again.
- The template could not be made — The itinerary and quote are saved; the message ends “(template creation: …)” and there is no redirect.
Converting an Existing Itinerary
- In the itinerary editor, click Price in Grid. The itinerary is saved and opens in the Quote Builder.
- Switch to B2B, pick a partner if you like, and click Update B2B Quote
The itinerary itself is updated; its B2C quote stays as it was.
Screenshot: Itinerary editor showing the Price in Grid button
Where to Find It
The quote is in Sell → B2B Quotes, with the quotes saved from the calculator; the template is in Tours → Tour Manager. Both, and the B2B Calculator, are for managers and admins.