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TOURPLAN iS V2.07 - DATABASE & ALLOCATIONS TRAINING GUIDE

Introduction

This document describes the main functions associated with the setup of Products in the Tourplan Product Database and Inventory/Allotments in the Allocations application.

The Product Database is where details of all services – accommodation, transportation, meals, attractions etc. – are stored. It is from this storehouse of services that users are able to retrieve Products/Services to enter into Bookings or Quotations using the pricing and setup detail that is stored with each product.

Each Product has four key elements to it:

1. A Location Code. The code of the city/town/locality where the service takes place. e.g. AKL = Auckland
2. A Service Code. A code that categorises the Product/Service by type. e.g., AC = Accommodation
3. A Supplier Code. The Creditor/Supplier Code of the creditor who will be paid for the service. e.g., SKGAKL = SkyCity Grand Hotel
4. An Option Code. A 6 character code that summarises the product description. e.g., ROHRMS = Run of House Rooms.

The codes are used as key fields, but the description associated with each code is also displayed so that remembering codes is not always essential. Extensive search facilities within the Tourplan Product Database and Booking/Quoting Modules make locating products/services very easy.

Once these elements have been defined, then the product can be created setting parameters, seasonal pricing, conditions etc.

• Locations and Service Types are created in the Tourplan CodeMaint module and are described in this document under Product Location and Product Service Type.

• Suppliers are created in the Tourplan Creditors module and are described in this document under “Creditors Application.”

(continued in Product Location)

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