Service

Each Product in the Product Database must have a Service Type.

The Service Type is used to find and select services of a similar type. For example, AC - Accommodation etc. The number of service types or codes required should be kept to a minimum. In other words, it’s not necessary to have a code of HO - Hotels, MO - Motels, GH - Guesthouse etc. These can all be covered under the AC - Accommodation code and a breakdown can be obtained for analysis purposes by using the analysis codes inside the product.

Service type codes are designed to categorise services in the product database, assisting with service selection filters.

For example: it is easier to ask the system to display services which match Location and Service rather than asking for location only. If a search is done for services in 'AKL', all Auckland services will display. Asking for ‘AKL’ ‘AC'(commodation) services would display Auckland accommodation services only, rather than all Auckland services including Sightseeing, Transfers, etc.

The Service Code screen has additional fields, most of which may contain data that can be used as defaults when setting up products. The additional fields which display are:

  • Product Analysis Codes. The six fields of analysis codes which are able to be attached to Service Codes. Creating Product Analysis Codes is covered in Product Analysis Fields 1 - 6. More detail on how the analysis codes are used are detailed below under
  • Service Classes. The available Service Classes. Creating Classes is covered in Class

NOTE: Tourplan NX is pre-populated with a selection of commonly used service types. Organisations may have slightly different service code requirements from the codes noted below, and/or the code and description may also differ and these changes are easily made.

Service Type Service Desscription
AC Accommodation

AV

Activities

CR

Cruises

EF

Entrance Fees/ Attractions

FL

Flights

GU

Guides

IT

Itinerary Services

ME

Meals

PK

Packages

RV

Rental Vehicles

SS

Sight Seeing

SU

Sundry

TF

Transfers

TG

Ground Transport

Create a Service Code

  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 Service to open the Service screen:

  3. Click .

  4. On the screen, enter a Code and Name for the service type.

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

  7. Click to discard any changes.

NOTE: After clicking Save, the screen clears, ready for another Service – continue adding Services or click Exit to close the screen.

Modifying a Service (code)

To modify an existing Service (Code), click on the Service row you wish to amend and the Service screen will open.

Modify the required fields and click Save.

NOTE: The description of the Service Code can be altered, the Code itself cannot.

Deleting a Service (code)

To delete an existing Service Code record, click on the service and click Delete.

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

About Service Fields

Code

The code can be any 2 character Service Type code. If other codes already exist, use these as a guide.

Name

The name is a description of the service.

Only Code and Name are mandatory fields for setting up a Service Code.

Service Button

This field is used to map web page buttons to specific service codes. Leave blank if iCom buttons have not been set up.

Has End Location

This field is used when replicated locations are used at the supplier level. Typically this field would be used for rental vehicle services as it triggers a start and end location to display when doing a service search in bookings as per the below example.

If the checkbox 'Has End Location' is selected within the service type setup, consultants will have the option within the booking applications to search for product locations that the service starts from and/or ends at.

 

Product Analysis Fields 1 - 6

There are six product analysis fields. Analysis 1 has been renamed to Service Categories, and Analysis 2 has been renamed Pass Type (instruction on how to name these fields is in System Setup - INI Settings INI Settings,

Product Analysis Codes must be a minimum of 2 characters and can be attached to a Service Code here. When the Service Code is used to create a product in the Product Database, these Product Analysis Codes will default as Analysis Codes into the product. They can be edited from in the Product.

Available Classes and Included Classes

These lists are used to attach/dettach Service Classes to/from service codes. When the Service Code is used to create a product in the Product Database, these Service Classes will default as availaqble Service Classes against the product. They can be edited from in the Product.