1. COS 2 Help
  2. Video tutorials
  3. Participant Maintenance

Customers: Create & Update (18′)

See how to create new customers (NON-CASS and CASS) and how to update them.

Customers: Delete, inactivate (soft-delete) or block (9′)

See three different features how to:

Delete, inactivate (soft-delete) or block a customer.

Customers: Export details-list to Excel (4′)

See how to export and create a customers’ (Agents) details-list out of COS to Excel.

Customers: Create Warning-Pop-Ups to other COS-users (8′)

See how to create and modify a Pop-Up, that shall appear to other COS-users working in the same company.

Such Pop-Ups can be set up based on certain trigger-events and conditions in the booking-process.

That can become very useful to instruct reservation-colleagues to inform either accounting- or sales-deparment about certain further actions to be taken.

Airline-Vendors: Create & Update incl. infos CASS-Types (18′)

See how to create and update a new Airline along with an Airline Vendor in COS.

This includes also an explanation about the 5 different CASS-Types.

Airline-Vendors: Delete, Inactivate or Block (9′)

See 3 different features regarding Airline-Vendors:

– Delete a freshly created-one

– Put a no-longer-needed-one to “Inactive” (soft-deletion)

– Put one to “Blocked”

Airline-Vendors: Usage of Vendor-Groups & Primary-Vendor (7′)

See how to create a Vendor Group. Combining several airlines that you buy from one vendor, will help you for an easier closing of a CSR.

This also offers a new option to define a Primary Vendor to combine purchase billing data consolidated to the same vendor in D365.

Truckers-/Handling-Vendors: Create & Update (5′)

See how to create and update Trucker- and Handling Companies.

These are vendor from whom we as a GSA buy services from.