How to Use YaalaGo CRM

How to Use YaalaGo CRM

Trips

Exchange a split PNR

Execute Exchanage to manage PNR splits effectively.

Exchange from Split PNR is used when a PNR is divided and part of the exchange is not on the same record locator or reservation number. For example, if a group of three people was originally entered in the CRM and now one person is returning at a different date, Exchange from Split PNR will be used to create a PNR for the traveler on the new reservation number while removing them from the existing reservation. Let's look at the steps:

Step 1: Copy PNR Information

Open and copy all the information from the PNR using the PF key in your GDS.

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Step 2: Paste and Initiate Exchange

Paste the information into the flight section in the Edge Converter, then click Change Exchange and Exchange from Split PNR.

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Step 3: CRM Reads PNR Notes

The CRM will read the notes within the PNR to find the existing PNR reference.

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In rare cases, the CRM may not find the PNR reference automatically. You may need to select it manually.

Step 4: Review Flight and Ticket Details

Review the flight and ticket information to confirm accuracy and assign the flights to the correct tickets.

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Step 5: Verify Commission and Submit

Check that all commission and split information is correct, then submit the trip to save.

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The new PNR will now be saved with the passengers who have been split off, and the original trip will be saved with the original traveler on their original PNR.

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If the original traveler on the original PNR number has changed, you can do a full exchange on that traveler on that PNR after the split is exchanged.

If there are two changes, you must first split the PNR. Performing a full exchange first will replace and overwrite data.

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