Knowledgebase : How To's > Database/Operations
Tourplan has 3 standard allocation reports, Product Availability,
Allocations and Release Allocation. These reports are still available
in version 2.07.
For the 2.07 release Tourplan has created an Excel Component report
for Allocations called: iSInve...
This process will take the final per person or per room cost and
apply it to the individual FIT (fastbookings) who have booked on to a
particular package.
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* Spread the package final per person costs ...
The Book On facility in the Operations programme allows the automatic
generation of a Rooming List consisting of all booked-on Fastbookings.
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* Define a note to be used as Book-on rooming list
* Def...
Please make sure you have already referred to the Auto-Messaging
document for Setup [1].
Now that the Auto-messaging has been activated in the system the next
step is the operation.
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* Understand h...
Some package tours are sold to more than one agent/client. For these
types of tours you need the facility to treat the tour as an
individual booking (Fastbooking) towards the agent/client but as a
group (Groupbooking) towards the supplier.
The book-...
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* Change the service status of service lines over multiple bookings
* Use bulk messaging to change the service status of service lines
without having to send a message
To access this white paper cli...
A 'Component Package Tour' is a scheduled departure series Seat in
Coach tour which is made up of two or more component tours which can
be sold as tours in their own right.
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* Set up Component Package...
Up to now some Tourplan users have had problems with very large email
attachments when the attachment was saved in PDF format.
Tourplan compresses images when saved to PDF format. Although this
should result in smaller file sizes, for some Tourplan ...
* A Database or Database Supplier Note can only be viewed from
within a booking or PCM Service line. Sometimes you would like to
change a couple of words before sending the message to the agent.
* An optional check box "Insert into Booking/PCM" is e...
This document deals with the setting up and processing of copy-in
packages sold with a fixed selling price.
The name Copy-In is derived from its operation method as the services
of the package are "copied" into the booking. As of version 2.07
copy-i...
The CRM Interface is based on the same technology as the existing
Sales Analysis and General Ledger reporting functionality already in
the system.
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* Extract CRM information from iS into Excel
* All...
CRM or Customer Relationship Management, is the function to be able to
record Clients' details into the system and to then be able to
generate messages based on this information.
Details that can be recorded are: Contact details, Passport
information, t...
With the release of version 2.07 Tourplan has added the possibility
to output date dependant note text on messages.
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* Make note text date range specific
* Apply date sensitive tags to notes
* Und...
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[http://wiki.tourplan.com/display/TV/Enter+all+Pax+in+Singles+for+Manual+fastBookings+same+as+iComBookings]
* Delay the selection of room configuration in Fastbook until
Service Insert
* Create Fastbookings in a s...
Tourplan reports can be viewed on screen, printed, saved to file or
exported.
This document shows the steps needed to export a report to Microsoft
Excel from where you can format the worksheet using MS Excel tools.
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One child price and one infant price can be stored within a Tourplan
service.
Within FASTBOOK a person is treated as an adult; child or infant
based on the age policy. You can either specify one age policy per
supplier or a specific age policy per s...
We have recognized that Tourplan Clients need the ability to import
large passenger lists into a Group booking. These passenger names then
need to be able to be allocated to a list to generate a Rooming List.
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When Tax is assigned to a rate in the database the tax will be applied
to Cost and Sell.
* From version 3 onwards a Tax code can be set to apply tax on sell
only.
* This is typically used for services supplied by non-tax registered
suppliers where ta...
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*
Understand the implications in web connect of optional services
To access this white paper click here... [1]
Links:
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[1] http://wiki.tourplan.com/display/TWP/icom+and+optional+services
In Version 2.04 it is now possible to set a time limit for itinerary
segments. A Date "From" and "To" is now included at the Database
Service Option level. This allows for specific itinerary text to
display for set periods of time.
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In version 2.07 new functionality has been developed to allow a
service line to exist within a PCM or Booking but not be Costed into
the total. The service is also able to be treated differently on
messages. This new functionality is controlled by the ...
Optional Services are services with a price which is NOT included in
the Booking or PCM total.
Please refer to our White Paper "Optional Services
[http://wiki.tourplan.com/display/TWP/Optional+Services]" to learn
more about Optional Services.
As of ve...
From version 2.07 you have the ability to insert a Copy in or Book on
package into Group book and PCM's just like you can in Fastbook.
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* Insert Packages in Group Book and PCM's
To access this white ...
A Tourplan system set up to work with Automessaging functionality
does not have a specific Tab to work with services that are to hold
Partial Allocation. The system has always set service status to be
Initial Request Service Status which would prompt a...
Version 2.04 and 2.05 saw various rate rules implemented in the
database to permit the control of things like room type availability,
Room Capacity, Must Start On etc. These are validated by FastBook,
Groupbook and PCMs in the various functions that ca...
Substituting services of Copy-In Packages has always been quite hard
especially when allowing substituting a service with all services of
the same type.
With version 3.10 all search parameters can now be used when
substituting a service of a Copy-In Pac...
The Tour Window is a consolidation of all accounting transactions
pertaining to a booking and is used to draw a financial picture of the
performance of each booking. It essentially shows the detail behind
the TFS report and is used as an interface betw...
Tourplan reports typically include 3-5 screens of field selections
and sorting criteria. Changing the selections on a report can change
the layout & purpose of each individual report. Changing the 'order
by' will change both the order of the report &...
A User Queue in Tourplan provides a means of sending messages amongst
Tourplan users or groups of users. These permit workflow based
reminders to be 'queued' for some future action. They are context
sensitive and can be attached to a booking, PCM, agen...
USING FOREIGN LANGUAGE CONVERSION
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* Specify language translations.
* Amend Message Definitions to facilitate language translation.
To access this white paper _click here..._
[http://wiki.tourplan.com/...
iS will now recognize HTML links and launch Internet Explorer, if it
is loaded onto the environment Tourplan is running in.
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* Insert HTML links into Notes Categories
* Output HTML links on messages...
A voucher represents an expected liability and control of these
liabilities is critical for accurate financial management and
reporting.
The Tourplan system will automatically recognize the liability based
on the voucher value of the booking status ...