🏢 Trade Partners That Sell More

B2B Portal Architecture

The Kaptio B2B Agent Portal is built on Salesforce Experience Cloud (Communities), providing a secure, scalable platform for trade partner engagement.

Component Stack

Salesforce Experience Cloud
├── Custom Lightning Components (Kaptio)
│   ├── KT_CM_BookingsFilter - Search and filter
│   ├── KT_CM_ListView - Booking list display
│   ├── KT_CM_RecordHeader - Itinerary details
│   └── KT_CM_PackageGrid - Package search
├── Standard Community Features
│   ├── Authentication (SSO/Local)
│   ├── User Management
│   └── Page Builder
└── Kaptio Travel Core
    ├── Package Search API
    ├── Booking Engine
    └── Commission Calculation

Page Structure

Page	Purpose	Key Components
Home	Dashboard, announcements	Tiles, Announcements
Plan & Book	Package search	aSearch, PackageGrid
My Bookings	Booking management	BookingsFilter, ListView
Itinerary Detail	Booking details	RecordHeader, Tabs
Documents	Download center	Document links
Contact Us	Support access	Contact form

Trade Pricing Configuration

Commission Structures

Define commission at multiple levels:

Level	Scope	Example
Global	All bookings	10% base commission
Channel	Trade channel	12% for preferred partners
Account	Specific agency	15% for top performers
Package	Product-specific	8% for high-margin tours

Net Rate vs Commission

Commission Model: Agent sees retail price, earns percentage

Retail Price: $5,000
Commission: 10%
Agent Earns: $500
Remits to Operator: $4,500

Net Rate Model: Agent sees wholesale price, marks up

Net Rate: $4,500
Agent Sells: $5,200 (their markup)
Agent Earns: $700
Remits to Operator: $4,500

Agency Tiers

Tier	Annual Revenue	Commission	Credit Limit
Bronze	< $100K	10%	$25,000
Silver	$100K-500K	12%	$50,000
Gold	$500K-1M	14%	$100,000
Platinum	> $1M	16%	$250,000

Portal Configuration

Branding Setup

Configure brand identity in Community Builder:

• Logo: Header and footer placement
• Colors: Primary, secondary, accent
• Fonts: Headings and body text
• Images: Home page hero, tiles

Navigation Menu

Standard B2B portal navigation:

{
  "menuItems": [
    { "label": "Home", "page": "home" },
    { "label": "Plan & Book", "page": "asearch" },
    { "label": "My Bookings", "page": "bookings" },
    { "label": "Promotions", "page": "promotions" },
    { "label": "Marketing Resources", "page": "resources" },
    { "label": "Training", "page": "training" },
    { "label": "Contact Us", "page": "contact" }
  ]
}

Home Page Tiles

Configure quick-access tiles:

Tile	Action	Icon
Plan & Book	Navigate to search	🔍
My Bookings	Navigate to list	📋
Promotions	View current offers	🏷️
Agent Training	Access learning	📚

Agency Management

Account Setup

Create Agency Account with:

• Account Type: Trade/Agent
• Tier: Bronze/Silver/Gold/Platinum
• Credit Limit: Maximum outstanding balance
• Payment Terms: Net 30/Net 45/etc.
• Commission Rate: Override if different from tier

User Provisioning

For each agency, create Community Users:

1. Create Contact under Agency Account
2. Enable as Community User
3. Assign Community Profile
4. Grant role-based permissions

Permission Sets

Role	Permissions
Agent User	Search, Book, View Own
Agent Manager	+ View Agency, Reports
Agency Admin	+ User Management

Booking Flow

Search Experience

Agents use aSearch component:

1. Select travel dates
2. Choose destination/package
3. View real-time availability
4. See trade pricing (net or commission)

Booking Creation

From search results:

1. Select package and departure
2. Enter passenger details
3. Add optional services
4. Review pricing (with commission shown)
5. Confirm booking

Payment Options

Agents can:

• Pay online via portal (credit card)
• Generate invoice for bank transfer
• Apply against credit limit (invoiced later)

Commission Management

Automatic Calculation

Commission calculates on booking creation:

Booking Total: $10,000
Commission Rate: 12%
Commission Due: $1,200
Payable: After travel completion

Statement Generation

Monthly commission statements show:

• Bookings traveled in period
• Commission earned per booking
• Adjustments (cancellations, amendments)
• Total payable

Reseller Statements

For bulk payment processing:

1. Select bookings for payment
2. Generate consolidated statement
3. Agent submits single payment
4. System distributes to bookings

Rocky Mountaineer Example

Portal Features Implemented

• SSO Integration: Single sign-on with agency systems
• Wholesale Pricing: Net rates for preferred partners
• Add Transfers: Self-service transfer additions
• Insurance Tab: Optional coverage selection
• Book Now: Direct booking from search

Custom Components

Component	Function
KT_CM_BookingsFilter	Advanced booking search
KT_CM_PackageGrid	Visual package selection
KT_CM_RecordHeader	Booking summary display
aSearch	Package availability search

Results

• 60% of trade bookings via self-service portal
• 40% reduction in call center trade inquiries
• Real-time availability eliminates confirmation delays

Security Model

Data Visibility

Agents see only:

• Their own agency’s bookings
• Packages available to trade channel
• Pricing configured for their tier

Profile Configuration

Community profile restricts:

• Object access (read-only for most)
• Field visibility (no internal fields)
• Page access (trade pages only)

Sharing Rules

Agency Account (Parent)
├── Community User 1 (sees agency bookings)
├── Community User 2 (sees agency bookings)
└── Bookings (owned by agency, visible to users)

Best Practices

Portal Launch

• ✅ Pilot with 3-5 friendly agencies first
• ✅ Gather feedback before broad rollout
• ✅ Provide training webinars
• ✅ Create quick-start documentation

Ongoing Management- ✅ Monitor portal usage analytics

• ✅ Review commission accuracy monthly
• ✅ Update announcements regularly
• ✅ Respond to agent support tickets promptly