People and organizations
An individual contact known to the operator. This is the canonical CRM record. Avoid “customer”, “client”, or “contact” as entity names.
A company or legal entity: a buyer, supplier, agency, or other counterparty.
A person who actually travels on a booking. Carries a category (adult, child, infant, senior) and personally identifiable information. Use this rather than “guest”, “pax”, or “passenger”.
A role-bearer on a quote, booking, program, or booking item: traveler, booker, decision-maker, or finance contact.
The organization accountable for commercial control and, when applicable, operational fulfillment. An operator can be both an operating party for some inventory and a reseller for other inventory at the same time.
An operational vendor contracted directly to deliver owned or assembled products.
A distribution counterparty that sells the operator’s inventory: direct, OTA, affiliate, reseller, marketplace, or API partner.
Catalog: what you sell
A sellable travel offering with a booking mode (date, date-time, open, stay, transfer, itinerary), a capacity mode, and visibility. Canonical, module-owned truth. Avoid collapsing “tour”, “experience”, or “package” into ambiguous terms.
A configurable variant of a product, such as “English Guided” or “Private Group”. Composed of option units.
A pricing or age dimension within an option, such as “Adult”, “Child 3 to 11”, or “Group 1 to 4”.
A normalized, sellable discovery and booking record used by admin search, the storefront, the composer, and CMS sync, regardless of where the inventory comes from. A catalog item may resolve to a local product or to sourced inventory.
Inventory the operator owns or manages operationally.
Inventory the operator sells but does not operate, reached through an inventory source such as Connect or a GDS.
Sales pipeline
A tracked travel sales pursuit with a person or organization. Moves through stages, owns value, participants, and activities, and produces one or more quote versions. Use “Quote”, not “opportunity” or “deal”.
An immutable proposal revision or alternative sent to the client. Freezes a trip envelope snapshot, pricing, validity, and decision state. Editing a sent version creates a new version.
An ordered set of stages a quote moves through, such as Qualified, Proposal, Negotiation.
Commitment chain
The commitment ladder for bespoke travel sales is: Quote → accepted Quote Version → reserve workflow → Booking → Fulfillment. Each step hardens the commitment. Accepting a quote version is not the same as a supplier confirming a component.The durable, first-party commitment and customer-safe operational record. Holds travelers, booking items, allocations, fulfillments, redemptions, provenance, and state. Use “Booking”, not “reservation” or “order”.
A single line on a booking: a unit, service, extra, fee, tax, discount, accommodation, or transport line.
A capacity hold against a slot, pickup point, or resource. Moves through held, then confirmed, then fulfilled.
A temporary, time-limited claim on inventory before a booking is confirmed. It expires.
A customer-facing aggregate that groups one or more component bookings into a single itinerary, checkout, support, document, and cancellation experience. Not necessarily one booking.
Inventory and availability
A recurring capacity definition (RFC 5545 recurrence) that generates concrete slots.
A concrete dated inventory unit with remaining capacity.
A block of inventory reserved for a specific channel.
The resolved answer to “is this product buyable now for this date, party size, market, and channel?” It combines availability, pricing, allotments, and policies.
Money
These are never interchangeable, even when numerically equal. Cost is what you pay a supplier. Rate is the supplier’s per-unit tariff (per person, per night, per vehicle, flat). Price is the customer-facing sell amount.
A billing document issued to a payer. Lifecycle: draft, sent, partially paid or paid, overdue, void.
An installment plan attached to a booking (deposit, installment, balance, hold) with due dates.
Fulfillment
Issuance of a deliverable artifact such as a voucher, ticket, PDF, QR, or barcode for a booking item.
The act of consuming a fulfillment at the point of service, by scan or manual check-in.
Lifecycle verbs
These verbs mean different things in different domains. Keep them distinct.| Verb | Meaning |
|---|---|
| Hold | Place a time-limited claim on inventory. |
| Confirm | Promote from draft or held to a binding state. |
| Issue | Produce a deliverable artifact (voucher, invoice, contract). |
| Fulfill | Mark operational delivery complete. |
| Deliver | Push an issued artifact to the recipient over a channel. |
| Accept | Record that the client chose a quote version or accepted terms. |
| Cancel | Operationally reverse a commitment (booking, allocation). |
| Void | Financially reverse a document (invoice, payment). |
| Close | End a quote with an outcome (won, lost, archived). |
| Reconcile | Compare expected against actual and emit issues. |
This is a curated subset. The framework repository ships the full ubiquitous language reference covering MICE and group travel, distribution, legal and compliance, and ground operations.