How to Create Contract by Merging it With the Template - LBM

Local Booking Manager has the option to create contracts by merging them with the appropriate template. 

 

Merging the Template from the Local Computer

After your Template is ready in docx. format, it should be saved in an easily accessible location as it has to be merged to each reservation separately (for example, your desktop).
Template can contain information about the agent or guest or both.

Therefore both have to be entered in the Address book so the template has the information to merge.

Go to Preferences- Printing

1. Select Agency/Client  in Reservation details
2. Choose Guest name (from Address book)
3. Select the contract template for merging by clicking on the Green icon

By clicking in the "+" button on the contract n. a small window will pop-up. 

Here you can choose to browse on your compute for a file or select one of the contract that you have already on your account.


 

1. When the contract is merged LBM will generate the Contract number
2. You can open the merged contract in Word by clicking on magnifying glass icon 
3. If you want to send it by email select envelope sign

Merging the Template directly from Local Booking Manager

To be able to merge the Template directly from the application, first you need to add it into application

After your ready Template is stored  on desktop for example

Go to Preferences-Printing

1. Go on the tab Custom templates and Select New
2. Add a Name for the Contract
3. Click on "+" and choose from your compute the desire file.

6. Select document type- Charter contract

7. Choose if contract will be printed for End client(guest) or for Agency

8. Choose for which languages it will apply

9. Click Save

10. Select Apply

When you open the contract in Word you can inspect the merged data.
The merged contract contains the fixed data, like your logo, company info, bank details etc. and merged data.