How do I upload or delete itinerary quote files?

As a Travel Management Company (TMC) you may require the ability to manually upload a quote for a traveller. Via the Locomote Travel Management Platform (TMP) you are able to perform this. 

1) To submit an itinerary quote, login as per normal and from the first screen (your Dashboard) locate and click on the trip that has the state Pending Itinerary

2) The system will direct you to the Quotes page of the Trip Details menu by default. Alternatively to access the Quotes section, click Quotes located in the left-hand panel

3) To upload your file(s) click Attach Quote (Optional)

4) Select the files from your computer that you wish to upload into the Locomote TMP

NOTE: How files are uploaded may vary slightly, depending on the type of Operating System and environment you are running

5) Type in the Cost amount, add a description of the itinerary quote(s) in the Comments field and set an Authorisation Deadline for the expiration date of the itinerary quote(s)

6) To add more than one quote, click Add Another Quote

7) Once all Itinerary Quotes have been added, click Submit Quotes

8) Add any messages to the trip requester (eg. traveller) and/or Authoriser in the Comments field. Click Submit for Review to trigger an email notification to the Authoriser that quote(s) have been uploaded and require review

9) If you wish to delete Itinerary Quotes, click the X icon next to the quote

10) Refresh the page to display which quotes have been removed

 

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