There are a number of ways to retrieve an existing Booking from the database:

1. From the Home page, in the Recently Worked On list (for FIT bookings on which you have recently been working), click the Bookings tab and then click the relevant Booking to open it in Dashboard view.

   

   1. Simply locate the item in the list and
   2. Click to open
2. From the FITs home page, using either the booking Name or booking Reference field.

   

1. Enter the first few characters of either the booking Name or booking Reference and click the corresponding Search icon.
2. From the Results list returned, click the Booking you want to open.
3. Or Using the full Booking Search screen Selection tab.

   

All three options are straightforward and intuitive.

Retrieve an Existing Booking

1. From the Home page, select menu Home > Bookings and Quotes > FITs.

   1. Click the Home hamburger menu to open it:

      

   2. Click the Bookings and Quotes menu option to expand it:

      

   3. Click FITs to open the FITs screen:

      

2. Leaving both Name and Reference fields blank, click either of the Search icons to open the full Booking Search screen.

   

3. Enter search criteria in any of the search fields to refine your selection.

   NOTE: Don't forget about dates - results are returned within the date ranges set. For more information, see About the Booking Search Fields.

   1. Click one of the Search buttons.

      

4. Examine the list of Results and click a Booking to retrieve it.

   NOTE: Results are returned in the Results tab. If the Booking you are looking for is not in the list, go back to the Selection tab to adjust your search criteria.

   

5. The Booking is retrieved and displayed in the FITs Dashboard View.

   

Name Starts With

This field will be empty. If you know the name of the Booking you can search for the start of the Booking name.

Booking Reference From/To

If the Booking Reference is known you can search by booking reference, however the full Booking Reference must be entered. Using the From and To fields for one Booking Reference will display one booking. Leaving the To field empty allows the search to display a range of bookings from the booking number used in the From field. A full list of bookings will display in numerical sequence for the date filters selected.

Consultant

Entering a consultant code will limit the search to Bookings for that consultant.

Travel Date From/To

This filter will list only Bookings with a header travel date between the specified dates. The default settings are 1 year prior to system date and 2 years after system date.

Date Entered From/To

This filter will list only Bookings with a Booking entered date between the specified dates. The default settings are 1 year prior to system date and 2 years after system date.

Agent

Selecting an agent will limit the search to only Bookings for that agent.

Booking Currency

Specifying the currency will limit the search to Booking with the specific currency selected. A dropdown selection of available currencies will display using the dropdown arrow.

User Defined Fields

Five Booking User Defined text fields display, this example we have used a Quote Validity field. Some organisations have selected to use these fields as an additional search field such as a client email, or phone number - however this information is recorded in the Pax CRM against the pax contact fields.

Booking Status

Bookings can be filtered by selecting/deselecting the required Booking status code in the Multi-Select List Box.

NOTE:  

• Multiple search criteria can be used at the same time e.g. search for all Bookings entered this month and travelling over the next two months and starting with the letters “har” for consultant GRB and Agent NZTSYD.
• The sort order of the resulting list of Bookings can be by any of the columns. The data can be sorted by double-clicking the column heading.

Pax/Service Tab

Pax filters can be used to filter by Pax Filters, Service Filters or a specific Service confirmation number including:

• Pax Filters - Surname Starts With, Surname Contains, Passport Fields.
• Service Filters - Supplier, Service Date From and To, Confirmation Contains, Ticket Number, PNR Reference.
• Service Status (Multi Select List) - Specific service statuses can be checked to return results for the marked statuses.

Analysis Tab

Booking analysis fields can be used to filter Bookings by specific Booking analysis fields.

Results Tab

The results tab can be used to view a list of results, or the search button can be selected. Users can select column titles and column widths unique to their requirements. Please see Appendix 1 - Scroll Column Headings to learn how to amend the column list.