A Booking can be 'duplicated' to create multiple new Bookings with updated Travel Dates - using the Bulk Copy process.

Locate and open the original Booking you wish to copy, then choose Bulk Copy from the Operations and Accounts menu.

Within the Bulk Copy screen, you can enter new travel dates for each copied Booking. A sequence number will be added to the Booking Name and Booking Alias Name to help distinguish the original booking from the newly created copies.

All details from the original Booking are copied, including the Agent and Branch/Department. You can choose whether to include the Booking Notes and decide how service line prices should be recalculated for the copied Bookings.

Copy a Booking

1. Search for and retrieve a booking to work with. If you haven't done this already, see Retrieve a Quote/Booking.
2. Select menu FITs > Operations and Accounts > Bulk Copy.

   1. Click the FITs hamburger menu to open it:

      

   2. Click the Operations and Accounts menu option to expand it:

      

   3. Click Bulk Copy to view Bulk Copy Booking screen:

      

3. On the Bulk Copy Bookings screen, add new Travel Dates using the calendar selection, or manually entering a date, then select +, continue adding required Travel Dates.
   

   

4. Complete the Copy Parameters: To copy notes from the source booking tick the Copy Booking Notes check box.

   NOTE: The Sequence Name From, and Sequence Name Alias From fields default to a value of 1,000. If a different sequence number is required you can update to a preferred number.

   

5. Select a method to Recalculate Service Line Prices. Click About the Recalculate Booking Fields to learn more.

   

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

8. To view copied bookings, use the booking search feature. The newly created bookings will have a sequence number appended to the booking name. See Retrieve a Quote/Booking.
 

New Travel Dates

Travel Date

Enter or select a travel date from the calendar selection, the green plus button is used to form a list of 'New Travel Dates' below.

New Travel Dates

Each Travel Date listed will create a new booking in the Bulk Copy process, and the services will update in the booking to match the New Travel Date.

 

Copy Parameters

Copy Booking Notes

All Booking notes will be copied to the new bookings if the checkbox is selected.

Sequence Name From

When a new booking is created from the copied booking in a bulk copy process, all booking details are copied including the Booking Name. This numerical setting is appended to the copied booking, and when multiple bookings are created the number will append sequentially starting with the value inserted here.

NOTE: If a Booking Name and sequence number already exist for a Booking, the system assigns the next available sequence number.

Sequence Name Alias From

When a new booking is created from the copied booking in a bulk copy process, all booking details are copied including the Booking Alias Name. This numerical setting is appended to the copied booking, and when multiple bookings are created the number will append sequentially starting with the value inserted here.

NOTE: If a Booking Name Alias and sequence number already exist for a Booking, the system assigns the next available sequence number.

 

Recalculate Service Line Prices

Replace All - Revisits the Tourplan Product Database and re-costs all services.

All Except Overrides - Revisits the Tourplan Product Database however does not re-cost services where the original product rates were manually overridden. Manually overridden values to be confirmed with the OK Button.

No Prices - Recalculates the totals based on the existing service line values.

Updating Exchange Rates - When the booking services are re-costed should Tourplan continue to use the previous exchange rates (unchecked) or use the exchange rates from the Tourplan Code Setup Module.