Kurumsal.pro

Contents

Tip

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Overview

The Agency Admin module offers comprehensive tools to organize your client companies. With this module, you can manage companies, branches, users, and current account operations from a central point.

Company Management

Create, edit, and delete client companies. Organize branch structure.

User Management

Assign users to companies, define roles, and manage permissions.

Current Account System

Manage companies' current accounts, add balance, and set spending limits.

Invoice Profiles

Create and manage different invoice profiles for companies.

Department Structure

Establish and manage internal company department hierarchy.

Reporting & Analytics

Analyze all companies' booking data and get detailed reports.

Important: As an agency admin, the success of your client companies is your success. Provide regular monitoring and support.

Main Page Usage

The main page serves as the control center of the agency admin module. Here you can see an overview of all client companies' active reservations, user activities, and financial status.

Company Management Main Page

Main Page Features:

1

Company Overview

All client companies' reservation status, current account balances, and user activities are visible at a glance.

2

Quick Management Operations

Quick access to frequently used management operations: Add new company, assign users, current account operations.

3

System Notifications

Track current account balance alerts, user activity notifications, and system updates instantly.

Tip: You can customize dashboard widgets with drag-and-drop and arrange them according to your workflow.

Add New Company

Create new client companies and integrate them into your system. Manage all processes from company information to user authorizations.

Company Creation Form

Company Setup Steps:

1

Company Creation

Enter company information into the system: Name, address, tax number and contact details.

2

User Assignment

Determine company managers and employees, assign roles and authorize.

3

Current Account Setup

Create company current account, add initial balance and set limits.

4

System Activation

Check all settings and actively integrate the company into the system.

Attention: The company setup process is fast and easy. Make sure you enter all information correctly.

Company Details and Editing

View and edit client company detail information and optimize company configurations.

Company Details Page

Online Presence

Website integration, social media connections and SEO optimization.

Service Areas

Management of destinations, tour packages and special services you offer.

Customer Segmentation

Special campaign and service management for VIP, corporate, individual customer groups.

Info: Profile updates are automatically reflected to all your sales channels.

User Management

Manage the users of client companies, define roles and provide authorization controls. Systematically organize all users from company managers to staff.

User Addition Modal

Department Roles

  • • Sales Representative: Booking and customer service
  • • Tour Operator: Package tour arrangement and guidance
  • • Finance Specialist: Billing and accounting operations
  • • System Administrator: Technical management and security

Permission Controls

  • • Booking approval limits
  • • Customer data access levels
  • • Price change permissions
  • • Reporting access areas

Security: All user activities are securely stored in system logs.

Current Balance

Manage client companies' current account balances. Balance addition/deduction, spending limits and financial transaction tracking.

Deposit Money

Add balance to company current account

Withdraw Money

Withdraw money and expense operations from current account

Limit Management

Set daily and monthly spending limits

Transaction History

View recent current account transactions

Money Deposit

Money Deposit Modal

Money Withdrawal

Money Withdrawal Modal

Limit Settings

Current Account Limit Settings

Current Account Operation Steps:

1

Money Deposit Operation

Enter amount in modal window, add description and specify transaction type. System automatically assigns date and transaction number.

2

Setting Limits

Set daily, weekly or monthly spending limits for companies. Automatic warning system activates when limits are exceeded.

3

Transaction Monitoring

Track all current account movements in real-time. Find desired transactions easily with filtering and search features.

Warning: Financial transactions are protected with double approval system.

Additional Features

Additional features and modal windows used within the agency admin system. Includes branch management, department structure, invoice profiles, and user operations.

Branch Addition

Create new branches by entering branch information. Branch name, address, contact details and manager assignment.

Department Structure

Create hierarchical department structure and assign users to relevant departments. Parent-child department relationships.

Invoice Profiles

Create different invoice profiles for companies. Tax number, tax office and invoice address management.

Modal Windows

Modal windows for user addition, editing and special operations. Fast and easy data entry.

Branch Addition

Branch Addition Modal

Department Addition

Department Addition Modal

Invoice Profile

Invoice Profile Addition

Modal Window Features:

1

Quick Data Entry

All form fields on one screen with automatic validation and error checking.

2

Dynamic Field Loading

Automatic loading and updating of relevant fields based on selected options.

3

Bulk Operations

Ability to perform operations on multiple users or records simultaneously.

Info: Modal windows work optimized on all devices with responsive design and support keyboard shortcuts.

Reports and Analytics

Analyze the performance of all client companies. Sales reports, user activities, and revenue analyses.

Sales Reports

Sales Analytics

Monthly, annual sales performance and trend analysis

Customer Analytics

Customer behavior analysis and segmentation reports

Financial Reports

Profit-loss, cash flow and commission detail reports

Recent Reservations

Recent Reservations

Reservation Details

Reservation Details

Info: Reports are updated in real-time and can be exported in Excel, PDF formats.

Customer Service Users

Customer service users have permissions to handle booking changes, cancellations and respond to customer requests.

Customer Service Users

Permissions

  • • View and edit bookings
  • • Update customer information
  • • Cancellation and modification operations

Limitations

  • • Cannot modify prices
  • • Cannot create new bookings
  • • Cannot access financial reports

User Booking Statistics

Monitor user booking performance and get detailed statistics.

User Booking Statistics

Daily Statistics

Daily booking counts and revenue analysis

User Performance

Individual user sales performance reports

Trend Analysis

Monthly and annual booking trend analysis

Info: User statistics are automatically updated daily at 06:00.

Frequently Asked Questions

How many companies can I manage?

As an agency admin, you can add and manage unlimited client companies in the system. You can set separate authorizations for each company.

How do I give permissions to company users?

You can define different roles for each company: Manager, staff, accounting, etc. You can set separate authorization levels for each role.

How do I provide support to my client companies?

You can provide live support, training materials, and user guides through the system. You can also guide them with company performance reports.