This screen enables free format notes (or graphics) to be entered against a product. Information stored within a notes category can be used as an internal note or can be used in your documentation or to display on webConnect.

NOTE: It is important to keep the consistency of your formatting within your note fields especially if the fields are going to be used in your documentation.

Prior to entering product notes, product note categories or product supplier note categories must be setup in the Code Setup application (see the System Setup User Manual).

Add Product Notes

1. If the product to which notes are to be added does not exist, create the product first (see Creating Products).
2. If the product does exist, search for and retrieve it, so that product details are displayed on the screen (see Retrieve a supplier or product).
3. When product details are displayed on screen, select menu Product Setup > Content > Product Notes.

   1. Click the Product Setup Menu to expand it:

      

   2. Click the Content menu option to expand it:

      

   3. Click Product Notes to open the Product Notes form:

      

4. Click Insert to add a new entry.

   

5. On the Product Note screen, select a Category Type and enter some notes into the rich text field.

   

6. Check the completed screen.
7. Click Save to keep the changes.

   

8. Click Exit to discard any changes.

   

The more information that can be inserted into the product at the time of creation reduces time in the long run.

NOTE: Formatting is important when inserting note information especially if you are going to output this information for your clients. Consistent use of bold, tabs, text size and font will make your documentation uniform.

Available categories for creditors in the Standard Database system are:

Code	Description	Type
DCP	Child Policy	Product Supplier
DEM	External Supplier Mapping	Product Supplier
DGN	Product General - Internal	Product Supplier
DGO	Geo Coordinates	Product Supplier
DI1	Default Image	Product Supplier
DI2	Additional Image (1)	Product Supplier
DI3	Additional Image (2)	Product Supplier
DID	Itinerary (Long) Description	Product Supplier
DRD	Directions	Product Supplier
DSP	Specials / Extras	Product Supplier
DTC	Service Terms and Conditions	Product Supplier
DWD	Web (Short) Description	Product Supplier
DXP	Cancellation Policy	Product Supplier
MIN	More Info	Product
PCP	Child Policy	Product
PEM	External Product Mapping	Product
PGN	Product General - Internal	Product
PGO	Geo Co-Ordinates	Product
PI1	Default Image	Product
PI2	Additional Image (1)	Product
PI3	Additional Image (2)	Product
PID	Itinerary (Long) Description	Product
PWD	Itinerary (Short) Description	Product
PXP	Cancellation Policy	Product

NOTE: In the above table:

• Types marked Product Supplier Notes can viewed/edited in both Product Setup > Product Notes and Supplier Notes and will attach to all products that are created for the supplier.
• Types marked Product are Product Notes, these are specific to the product or service only.

If a note category displays that is not applicable to the Product, leave the note blank.

As described in the procedure above, to enter a note, first highlight the required note category from the Category Type list, then click in the rich text editor section at the bottom of the screen and type a note. An alternative is to copy/paste information from the suppliers website and edit it accordingly.

NOTE: When copying and pasting information from a website insert the text into a Word document or Notepad to strip the hidden HTML formatting before inserting (copy/paste) the plain text into Tourplan.

The rich text editor section (or body) of the note is a blank page for the note text to be inserted or edited.

The Editing screen has the following items:

Format type	Format Option Descriptions
Format	Format of the text
Font	Font of text (will default from Tourplan INI Setting DEFAULTFONT)
Size	Font Size of text (will default from Tourplan INI Setting DEFAULTFONTSIZE)
	Style, Font and Font Size. The available styles and fonts are defaulted from the INI settings noted above. Supported fonts are included in the System Setup User Manual - INI Settings DEFAULTFONT
	Bold - highlight the text to be bold faced and click this button
	Italics - highlight the text to be italic and click this button
	Underline - highlight the text to underlined and click this button
	Colour of text – highlight the text to change the colour and click this button
	Numbered bullet points - click this button to create a numbered list
	Bullet points - click this button to create a bullet pointed list
	Left aligned text - click this button to justify text on the left margin
	Centre aligned text - click this button to centre text between the left and right margins
	Right aligned text - click this button to justify text on the right margin
	Insert a URL link – click this button to insert the text you want showing as a hyperlink and insert the required URL
	Upload an image – click the upload button to upload an image. Locate the image file to Open, and select Add NOTE: Image size guidelines are determined by each user company’s procedures.
	Insert a table – click this button to insert a table
	Cut text (Ctrl+X), highlight text to be cut and click this button
	Copy text (Ctrl+C), highlight the text to be copied and click this button
	Paste text (Ctrl+V), place the cursor at the point where copied/cut text is to be placed and click this button
	Selecting this button will show the text editor in CSS styling source code