Debtor Online Tab

This screen controls the credentials and defaults for an agent if they are set up to access the system via the Tourplan NX webConnect or hostConnect/XML to enquire on services and to make bookings.

Enter Debtor Online Details

  1. If the Debtor to which details are to be added does not exist, create the agent first (see Creating New Debtors).
  2. If the Debtor does exist, search for and retrieve it, so that agent details are displayed on the screen (see Retrieve an Existing Debtor).
  3. Click the tab.

  4. Click the drop-downs and select the details for each field as required.

    5. NOTE: In a new system, there may be no drop-down selections available in the fields showing Unassigned, because these entries may not yet have been created. Creation of them is outside the scope of this user manual. See the for more information.

  5. To keep the changes, click .

  6. Click to discard all changes.

About the Online Tab Fields

Details Section

Internet Access

Before anything can be added to this screen, this checkbox must be checked.

Login & Password

The values entered in the Login and Password fields are given to the agent as their login credentials to access your Tourplan front end system via the Internet. The Login field will default to the debtor code, however this can be amended if an alternative Login name is preferred.

NOTE: Login Name and Passwords are case sensitive. We suggest selecting a secure password format which uses a combination of lower-case, upper-case, a number and a symbol.

Branch / Department / Analysis 1-6

When an agent logs in to Tourplan via webConnect and makes a booking, the values in the Branch and Department fields are used to build the booking reference and the 6 analysis codes will be used as default Booking Analysis entries in the booking header.

The defaults that apply here should not be confused with the Booking Defaults set up in the Booking/PCM Defaults Screen (see the , Financials, Branch and/or Department). Those values will default when the agent is attached to a booking being created by a Tourplan consultant in the system. The defaults in the Online Tab screen are used only when a booking is made by the agent via the Internet.

Sublogins

It is also possible to setup agents with individual consultant sublogins. To do so click Insert and complete the required fields.

About the Sublogin Fields

Login & Password

The values entered in the Login and Password fields are what are given to the consultant as their login and password to access the Tourplan system via the Internet.

NOTE: Login Name and Password when used are case sensitive. We also suggest selecting a secure password format which uses a combination of lower-case, upper-case, a number and a symbol.

Name

This field is the full name of the consultant associated with this sub-login. This is the name that will appear in the consultants name when a booking is made.

Title

This field is to be used for the title of the consultant associated with this sublogin.

First Name & Surname Fields

These fields are the first name and surname for the consultant associated with this sublogin.

Address 1-5 & Post Code Fields

These fields can be used as alternative address details for the consultant associated with this sublogin.

Email

This field is for the email address of the consultant associated with this sublogin.

Mobile

This field is for the mobile phone number of the consultant associated with this sublogin.

Phone

This field is for the contact phone number of the consultant associated with this sublogin.

Fax Number

This field is for the fax number of the consultant associated with this sublogin.