This feature allows the operator to duplicate an existing deal.

Duplicating a Deal

From the Deals list, select the Deal to be duplicated and click on the Edit sign:

The system will ask if you also want to duplicate the travelers.

• If you choose ‘yes,’ the travelers will be included in the new deal.
• If you choose ‘no,’ only the customer will be kept, with no travelers assigned.

Further, the system inquires whether you wish to update availability for the deal’s arrangements.

Lastly, a verification message is displayed before proceeding with the deal duplication.

Accessing the New Deal

Once the deal is duplicated, a new Deal of Type – O (Optional) will be created with a new, distinct code.

After the duplicate deal is created, you may change the customer if necessary, as explained in the “Change Customer” article.

General Details

• The type of the duplicated deal will be Option (O).
• The code of the duplicated deal will be the next available number (as per code settings).
• The customer in the duplicated deal will be the same as in the original deal.
• The billing address will remain as in the original deal.
• The duplicated deal will include:
  • The arrangements of the original deal.
  • The itineraries from the original deal.
  • The destinations of the original deal.
• When creating the duplicated deal:
  • If the travelers are not duplicated, then no travelers and no assignments in the Arrangement list will be included in the new deal.
  • If the travelers are duplicated, the persons from the original deal will become the new travelers and will be assigned to the arrangements as in the original deal.
• The duplicated deal will not have customer invoices, supplier invoices, or accounting created.
• The duplicated deal will not have customer payments.
• The author of the duplicated deal will be the currently logged-in user.
• The brand of the deal will be the same as that of the original deal.
• If the original deal includes a trip, the duplicated deal will also include a trip.