This is the fourth 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
2. Voucher Text
3. Service Notes
4. Product Notes (this task)
5. PCM Management Groups
6. Change Travel Date
7. Manage Days
8. Insert Booking

The Product Notes screen allows viewing only of any notes that might be attached to a product. Adding, modifying or deleting product notes is done via Product Setup (see the Product User Manual).

View Product Notes

Make sure you have a booking displayed in Itinerary View.

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

   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 Groups menu, Groups > Itinerary.

      1. Click the Groups 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 itineraries. To see which services apply to which itineraries, select an itinerary from the drop-down menu at the top left of the list (currently showing All Itineraries).

3. Select menu Groups > Itinerary > Product Notes.

   1. Click the Groups hamburger menu to open it:

      

   2. Click the Itinerary menu option to expand it:

      

   3. Click Product Notes to add or modify notes about products currently associated with this booking:

      

4. From the list of services, click the service whose product notes you want to view in detail.

   

5. From the detailed list, view product notes by expanding them (i.e. clicking the + icon). Any images associated with the note will also be visible once expanded at this level.
   

   

From the expanded list, view text associated with each note by clicking the down icon.

The Product Note filter is defaulted with the Services button checked. Filtering by Service allows a full list of all notes, attached to each product to display on screen.

A filter can be applied to target and display a specific Note Category. This is useful for consultants who may want to view a series of services with information saved for a particular Note Category.