The Services tab is used to create and manage the itinerary for the holiday.
Enter the hotel/tour code, part of the hotel/tour name, or select an item from the drop down; then select the number of nights required and click the "+" button.
A line will be added to each of the Pax Group Boxes (see below) indicating the hotel/tour. The start date will be calculated automatically. The default room type is set by your data loaders (in the Service Edit screen ).
By default, the '+' button adds the hotel to the end of the itinerary; to instead insert the hotel at a different date, drag the button, rather than clicking it, onto one of the drop zone boxes at the end of a hotel service line - the new hotel will be inserted prior to that hotel.
Select the preferred supplier and group from the drop down list, then edit the created service set the correct start date and duration. The new CAR service will be shared across all Pax Groups be default. The created service will be maintained automatically have correct pricing and pickup/dropoff locations for the itinerary. See the note in the Transfer section above regarding Car hire endpoints. Note that unlike the Flight/Transfer selectors, this dropdown does not control the contents of the itinerary, so it can be used multiple times to add further car hire services; to remove an added car hire item use the "Del" link on the relevant service line.
Enter the excursion supplier code in the EXC box and press Enter, or select from the dropdown. The Manual Service screen will be displayed pre-populated with the available excursions for the supplier. Select the preferred excursion as normal, the date, and press "Add / Update service" to add the excursion. If you are adding a manual excursion, also complete the Location at the bottom of the window (start point of the excursion) as well as the pricing. If the data loaders have set the duration this will be picked up; an error will be shown when saving the Service edit screen if the selected duration is not a multiple of the loaded excursion duration. If the excursion location does not match the clients location on the date of the excursion a warning will be displayed by the excursion - double-check the chosen date and excursion if you see this warning.Holiday Snippet documentation
Allows any type of service to be fully specified manually. It is also possible to use the quick/automatic creators and then change the source from AUT to MAN, to quickly give the basis of a manually controlled service. Remember that it is your responsibility to keep a Manual service up-to-date with the itinerary, including start date and pricing.
Leave the Return service date empty to create a one way trip. Do not include the word 'Terminal' in the terminal name.
Manual Travel - Import from supplier websites
Highlight a segment of a supplier website and drag that text onto the Manual Travel button. For supported source websites, the Manual Travel dialogue will be shown, pre-populated with the segment details. For more detail see the Importing from Supplier Websites documentation .
Apply To : If the adjustment (e.g percentage) applies to a specific service (e..g a hotel), select that service in Apply To, otherwise select "Holiday Sell" - Free Nights can only be applied to a service.
Adjustment value : The adjustment to apply. For Value or Percentage, enter a negative number to give a discount. For Absolute, a negative number will imply that you are paying the supplier, so is to be avoided. To avoid input errors, the number of Free Nights cannot be the same as the service duration, or be 0, as both of these discounts can be more transparently achieved using a percentage discount.
Adjust Tax: Select Yes if the tax value should also be altered; for instance to charge tax even on free nights set to No - rates must be loaded with a tax value.
Fee Type : determines if the adjustment is provided by the supplier or by your operator, and is used in ledger calculations, reporting and may affect if/how the adjustment is displayed on client documentation/included in pricing API's - exact use depends on your tour operator.
Detail : will normally be displayed to client.
Disable : An adjuster may be disabled without deleting from the itinerary - this is mostly useful for automatically added adjusters.
Groups : The group selector works in the same way as the one on the Service Edit screen.
Note that it is not normally useful to paste Automatic Travel/Transfer items, as these are controlled by the Auto-travel/transfer settings in the destination quote and so will be ignored. When pasting individual services the source can be set to MANual, but be aware that this keeps the pricing from the source quote, which may not be valid (may be out of date).
After Pasting items remember to check that start dates are correct for the new itinerary, as depending on the service type it is not possible to know what the new start date should be (so that the start date from the source itinerary is used).
A summary line is displayed noting current departure date, duration and pricing information for the entire holiday,
The rest of the services Tab displays boxes that include the itinerary for each Pax Group.
Each Pax Group has an effectively separate itinerary (although the Automatic service creators always apply services to all Pax Groups). See the Service Edit screen documentation for more information on how to vary services per Pax Group.
Each Pax Group box has a summary heading with the group name, number of passengers and buy/sell totals for the group (that text can be clicked to toggle the display of the pricing). To the right of this header is a click-able triangle which presents a menu with commands that affect the Pax Group.
Each Service line displays the service start date, a description of the service, timing and pricing for the service. Note that if you hold your mouse over a hotel code the hotel name will be displayed (the full name is also shown in the Service Edit screen). To the right is a set of controls - this vary depending on the holiday status (quote or booking) - see the specific pages for more information. Common options are:
Each service can be fulfilled from allocation; this allocation must have been loaded using the admin panel.
To choose the allocation to utilise for a given service click on the " Alloc " link for that service.
Note that since allocation is normally room based, it is not normally needed to select allocation for e.g. "Third bed" options; this will depend on the tour-operator workflow.
The Status line indicates the current allocation status:-
The Error line indicates the reason that the allocation was not available when checked.
The Allocation list box indicates allocation that may be appropriate for this service; if it is empty then no suitable allocation has been loaded into the system. The Qty entry and "=" buttons can be used to manually select the allocation to take for this service, they operate in the same was as the service option screen. Type, Services and ID columns reflect the loaded allocation.
Use the "Suggest Allocation" button to have the system populate the Qty inputs against the allocation in considers will fulfill this service (to the extend that there is any allocation). Note that the suggest system is simple so suggested allocation should be checked to ensure it fully covers the service dates and options.
Press the "Save Allocation" button to set the allocation for this service. the selected allocation will be checked and the allocation status for this service updated. Note the colour and tooltip of the "Alloc" link for the service; if needed click on the link again and check the Status and Error lines.
Once allocation is set for a service it is not re-checked automatically when you alter a quote; during the lifetime of a quote the allocation may become unavailable. To re-check the allocation status for all services in the quote use the "Allocation check" item in the Tools menu of the Holiday Toolbar. This will update the allocation status for each service.
Allocation is re-checked when Holiday Status is changed; Unavailable allocation does not prevent the holiday been moved on from Quote to Requesting or Confirmed.