Working with Itineraries

Once created, group Bookings need to be viewed, edited, added-to, reported-on and otherwise maintained. Tourplan NX arranges these maintenance operations into three categories; Booking Details, Itinerary, and Operations and Accounts (there is another category at the top of the menu structure, called the Dashboard, but this is solely for viewing purposes - all fields in the Dashboard view are read-only). Each category has a number of sub-categories that group related screens and fields together, enabling relevant management tasks to be carried out on the Booking.

This chapter describes the functions and procedures related to the Itinerary menu.

Itinerary View

The Itinerary view is where services that make up a Booking are added or updated. As with changing general Booking details, there are several places to change itinerary information.

When a single service is displayed, the finer details of the service as it relates to the Booking are available for editing – such things as Voucher Text and Pickup/Dropoff details. It is this functionality that is in NX under the Groups > Itinerary view.

NOTE: It’s common for a booking consultant to get all services confirmed before entering these details.

The Itinerary view has a collapsed view, whereby the detail can be viewed over the Booking as a whole – therefore ensuring that pickup/drop-off timings etc. are consistent and correct. Generally, all services listed are available for editing in NX, including Service Notes and Product Notes.

The following graphic shows the Groups Itinerary menu matched with corresponding procedures in the Groups User Manual.

What next?

The first topic in this chapter describes how to Add an Itinerary. Although most bookings require only one itinerary, you can add multiple itineraries to any booking.

Use Pax Configurations to add itineraries

Adding an itinerary is done via the Booking Details menu (Pax Configurations - Group Bookings), not via the Itinerary menu.