The Consultant table stores a list of users who will be making quotes (PCMs) and Bookings (both FITs and Groups). A PCM or Booking cannot be started until the logged in user has a Consultant record attached to their Tourplan login name.

This is one of a three step process in creating consultants in Tourplan.

1. Users are provided with a login and password created in System > Security > Users. 
2. Consultant code (initials) and consultant name created (this task).
3. Bind the consultant's initials to the user ID within System > Code Setup > INI Settings (PCM, FITs and/or Groups – depending on the modules consultants will be working with). This will automatically assign the Consultant initials and name to PCMs and Bookings that they create (this task).

Create a Booking Consultant

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Code Setup > Bookings > Consultant.

   1. Click the Code Setup Menu to expand it:

      

   2. Click the Bookings menu option to expand it:

      

   3. Click Consultant to open the Consultant screen:

      

3. If the consultant that you want is not already in the list, click Insert.

   

4. On the blank Consultant screen, enter Code and Description into the relevant fields.

   

   NOTE: A consultant code is typically two or three characters indicating the person's initials.

   This completed example shows a Consultant with code LW and Description Lorna.

   

5. Click Save to keep the changes.

   

   If you click Save, the consultant appears in the list of consultants on the Code Setup (Consultant) screen.

   

6. Click Exit to discard any changes.

   

Initials

The Consultant’s initials, typically this is a 2 or 3 character code however this field allows up to 6 characters. (It is this field that will show in the header of the booking, identifying the Consultant who made the booking).

Name

The Consultant's name, this field allows up to 120 characters. Typically this field is used for Consultant's christian name, as the Consultant's full name is stored in the users login full name field.

The idea behind linking the user to a booking module, or binding the entry to a user ID is so that when the consultant logs in their name will appear in the consultants name within a booking, without having to manually select their name.

NOTE: The procedure below will bind the entry (of a booking) to a user ID for FIT bookings.  This procuedure would need to be done for Groups and PCMs if the consultant/user is using Groups and or PCM applications.

Bind the Entry to a User ID

1. From the Code Setup menu, select Code Setup > INI Settings > FITs.

   1. Click the Code Setup menu to expand it:

      

   2. Click INI Settings to expand the INI Settings menu:

      

   3. Click FITs to open the FITs INI Settings screen:

      

2. Click Insert to add a new entry.

   

3. Select CONSULTANT as the Setting Name.
4. Type the consultant description from the previous procedure (Create a booking consultant - procedure number 4).
5. In the User ID drop-down field select the user who, when logged-in, is bound to this consultant entry.
6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.