This step attaches the Package Price Product to a PCM, thereby creating a Package PCM.

Attach a Package Price Product to a PCM

1. Search for and retrieve the PCM created in Step 1 - Create The Scheduled Series PCM.

2. On the Product menu select  PCM Package Setup > Operation > Package Setup.

   1. Click the PCM Package Setup menu to expand it:

      

   2. Search and select the PCM:
   3. Click the Operation menu to expand it:

      

   4. Click the Package Setup to open the Package Product screen:

      

3. The Package Product screen opens.

   

4. Click Product Search to find a package.

   

5. On the Select Package Product screen (Selection tab), select Package under All Services, select either Location or Supplier (or both) and enter the Code for the product you created during Step 2 - Create Product Package Price and click Find Products.

   

6. On the Select Package Product screen (Results tab), click the green Select button that matches your product.

   

7. On the PCM Package Product screen, note the default check-box selections under each of the section headings.

   

8. Change the default selections according to the descriptions given in About the PCM Package Fields and Selections.

   The 8 Day S.I. Highlights (Coach) example shows one set of selections - you may need to choose other options for your PCM Package.

   

9. To keep the changes, click Save.

   

10. Click Discard to discard all changes.

    

Package Handling section

The check boxes in this section of the screen determine how bookings for this Package will be processed:

• As FIT bookings to be later ‘Rolled-up’ (i.e. Booked-On) to group bookings for each departure date.
• What changes (if any) can be made to the PCM products at the time of entering the booking.
• Voucher production options.
• Service Handling in the Bookings, Invoicing and Itinerary production.
• PCM Products messaging options.

The example Package Handling screen in the procedure above shows typical settings for a Group Scheduled Tour. Those selections that are dimmed out are not available in conjunction with Group Scheduled Tours.

Process as Book-On

This should be checked to allow FIT bookings for the Package Product to later be rolled-up into group bookings by departure date. There is an automated process to do this which is detailed in the .

NOTE: When this box is checked, several of the subsequent Package Handling options are ‘dimmed-out’ and become unavailable. This is because they are not valid for Book On/Group Tour Packages.

Take Service Allocations

Checking this box will automatically take inventory from allocations (where available), as each FIT booking is made on the Tour. For example, if the PCM contains an accommodation service, which has allocation available for the date(s) being booked, then it will be taken.

NOTE: For Scheduled Group Tours, standard allocations would probably not be used in this way. If services have been pre-booked for all series departures, then this flag should be unchecked. Pax numbers can be controlled by the allocation attached to each departure date.

Allow Services inside Package

Checking this box will allow extra Products to be added to a booking within the dates defined for the Package. For example, optional day tours may be offered that are not included in the package.

This question does not apply to products added to a FITs service list before the start and after the end dates of a Package; e.g. pre and post accommodation.

Service Handling section

Pro-rate Costs To Services

For scheduled group tours, this box is normally left unchecked, which means the package price displays as the package total, not the costs of the individual products.

Consolidate in Booking

Checking this box (the typical setting for scheduled tours) will display the package as one service line in the booking and to view the package components, click on that service line.

Leaving this box unchecked will display the package first, with the component services listed below.

Consolidate in Invoice

If the previous Pro-rate Costs to Services box is left unchecked, this box is checked and dimmed-out. This is because when the costs for a package are consolidated in a booking, it is not possible to then invoice the booking to the agent on a service-by-service (i.e. component) basis. Any products added to the booking that are external to the package (either within the days of the package as additional services or outside of the package) will display as separate lines on the invoice.

Consolidate in Itinerary

Leaving this box unchecked allows a detailed itinerary from Bookings to be produced, including descriptions for each of the products within the package. If checked, the itinerary will show one line only for the entire package.

Note Handling section

Copy Notes to Group Booking

If this box is checked, any notes that are attached to the PCM will be copied into the Group Booking (Master) as it is created.

Documentation section

Produce Service Vouchers

This box is NOT normally checked for Group Scheduled Tours.

Produce Package Voucher

Checking this box will produce one Package voucher for each booking entered in the Tourplan module (basically a ‘ticket’ for the passengers to join the tour).

Consolidate on Agent Message

Checking this box outputs just the package product on Agent messages; e.g. a booking confirmation message.

Generate Supplier Package Message

Checking this box enables message(s) to be sent to the supplier attached to the package product. This is generally internal, so there is no real need to have this checked. If a specific department in the company is responsible for operating the packages, then this box can be checked so that messages can be sent to that department.

Generate Supplier Service Message

For scheduled tours, this must be left unchecked because supplier messages will be generated and sent from the Groups ‘rolled-up’ group booking for each departure, rather than from the FIT bookings.