This is the first of eight tasks described in this user manual for modifying a booking itinerary.

NOTE: There is no particular order in which tasks need to be completed - the numbering is simply for reference.

The full list is:

1. Pickup / Dropoff (this task)
2. Voucher Text
3. Service Notes
4. Product Notes
5. PCM Management FITs
6. Change Travel Date
7. Manage Days
8. Insert Booking

The Pickup / Dropoff screen allows viewing and editing of the pickup and dropoff times and places, as well as a remarks field for each service in a booking.

NOTE:  

• The generic term ‘Pickup/Dropoff’ is used throughout Tourplan. It could easily be ‘Arrive/Depart’, ‘Begin/End’ or any other term describing a start and finish time and location.
• Pickup/Dropoff details apply to the service, not individual rooms. This means that the Pickup/Dropoff details apply to all rooms having the service.
• Services (such as Rental Cars) which have had replicated locations and addresses set up against the Supplier (see , Product Setup > Supplier > Replicated Locations) are able to have specific pickup and dropoff points attached to each location available. When these specific addresses/airport locations etc. have been set up, these are the only pickup/dropoff addresses that will show in the drop-down for the service.
• It is easier if all services are entered into a booking before adding or editing the Pickup/Dropoff details, since, as services are included in the booking, the supplier name is added to a list of ‘available’ pickup or drop-off points. Most pickup and drop-off points can be selected from a drop-down without having to type the names. Any details that are manually entered are also stored and are available from the drop-down list. Data selected from the drop-down list can be edited.
• Pickup/Dropoff/Remark details can be entered by Room or for all Rooms. In the Service List click on the tab of the Room that details are to be entered for, or click on the All Rooms tab prior to clicking 'Pickup/Dropoff' in the Side Bar Menu.
• Variations to how times are displayed on screen will depend on the settings user company's have adopted in their system set up.

Adjust Pickup or Dropoff Details

1. Search for and retrieve a booking to work with. If you haven't done this already, see Retrieve an Existing Quote/Booking.
2. Switch to the Itinerary View of the booking.

   1. The default view for a booking is the Dashboard view.

      

   2. A single service can be opened from the Dashboard by clicking on the service. Alternatively, switch to Itinerary view by selecting, from the FITs menu, FITs > Itinerary.

      1. Click the FITs hamburger menu to open it:

         

      2. Click the Itinerary menu option to show the itinerary for this booking:

         

   3. Examine the Itinerary on this screen.

      

      NOTE: The service lines shown in the example Itinerary above cover all services for all pax , however, some services may not apply to some pax. To see which services apply to which pax , click either the drop-down or the left/right arrows in the All Pax field at the top of the list.

3. There are two ways to change pickup/dropoff details from the Itinerary view:
   1. Change pickup/dropoff via service line drill-down:
      1. Select the service line whose details you want to change to open the Service Details screen.

         

      2. Click the Pickup/Dropoff tab.

         

      3. Modify any fields as required.
      4. Click Save to keep the changes, followed by Exit to return to the Itinerary.
   2. Change pickup/dropoff details via the FITs menu:
      1. Select menu FITs > Itinerary > Pickup/Dropoff.

         1. Click the FITs hamburger menu to open it:

            

         2. Click the Itinerary menu option to expand it:

            

         3. Click Pickup/Dropoff to open the list of current PU/DO details for each service:

            

      2. Click the service line whose PU/DO Details you want to change.

         

      3. On the Pickup/Dropoff Details screen, modify fields as required. The Previous and Next buttons, if selected, will display the previous and next services from the itinerary list for pick up and drop off details to be entered.

         

      4. Click Save to keep the changes, followed by Exit to return to the list of PU/DO Details.

      Our examples use 24 hour clock, there is a setting in Tourplan NX INI's which will allow user companys to format time settings system wide.

NOTE:  

• The pickup and drop off dates and times can be edited. When times are output on documentation, the message template can be setup to output them in either 12 or 24 hour format.

• If pickup/dropoff details have been entered into a PCM and the PCM has been copied into the booking, then the pickup/dropoff details as entered in the PCM will be copied into the booking.

• The pickup and drop off dates can be different from the service date. This is so that (e.g.) adjustments can be made to rental vehicle/camper dropoff dates etc. Changing the dates in this screen does not affect the number of days used for the basis of service costing.

  The columns are configurable, by clicking on the white space between the column headings.

Refer to Add Services to an FIT Booking for more information on adding additional services.