Location

All products inserted into Tourplan must have a location specified. The location is necessary so that the quotation / booking can display the city, town or locality where the product is delivered (i.e. where the service takes place). It also enables easy retrieval of products from the product database. The Location Code is one of the 4 key fields of any product. The other 3 are Service Code, Supplier Code and Product Code.

NOTE: As extra (non-key) breakdown points, Locations can have Localities attached to them and Locations themselves can belong to Destinations. These are optional. The setup of localities is described in Locality, and the setup of destinations is described in Destination.

Create a Location

  1. Select menu .
    1. Click the Home menu to expand it:

    2. Click the System menu option to expand it:

    3. Click Code Setup to go to the Code Setup menu:

  2. Select menu .
    1. Click the Code Setup Menu to expand it:

    2. Click the Product menu option to expand it:

    3. Click Location to open the Location screen:

  3. Click .

  4. On the screen, enter a Code and Description for the location.

  5. Check the completed screen.
  6. Click to keep the changes.

  7. Click to discard any changes.

Modifying a Location

To modify an existing Location, click on the location to open the Location screen.

Make the required change and click Save.

NOTE: Only the description can be modified, the Code cannot be altered. Amendments to location codes can be requested through your local Tourplan Support Team.

Deleting a Location

To delete an existing Location record, click on the location code and click Delete.

Locations cannot be deleted if they have been used in a product in the Product Database, or within a Quote or Booking.

About Location Fields

Code

The Location code is usually the 3-character IATA code for the nearest airport, although using IATA codes in all instances may not be practical. There are situations where the location may not be served by an IATA identified code (e.g., remote locations) and there are other situations where the IATA code may not seem to bear any relationship to the location being named. In these situations, create a location code that will be meaningful to consultants.

Description

Is any meaningful name by which the Location is known.

NOTE: As referred to above, the additional fields on the Location screen, for Destinations and Localities display. If the data is available selections can be made from these fields, but only Code and Description are mandatory to create a product location.

Destination

If using Destinations for webConnect, the Destination field must first exist in Code Setup.