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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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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-...
WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * Make note text date range specific * Apply date sensitive tags to notes * Und...
THIS WHITE PAPER WILL HELP YOU TO … [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. WE HAVE A WHITE PAPER THAT WILL HELP...
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. We have a white paper that will help you...
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...
WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * Understand the implications in web connect of optional services To access this white paper click here... [1] Links: ------ [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. WE HAVE A WHITE P...
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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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 WE HAVE A WHITE PAPER THAT WILL HELP YOU TO … * 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. WE HAVE A WHITE PAPER THAT WILL HELP YOU TO * 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 ...