Getting Started with Operations
Introduction
This document details the setting up and use of Tourplan NX Operations applications - Bulk Documentation, Booking Operations and Resource Assignments.
NOTE: Not all companies will need to use all of these functions. They are grouped under the generic 'Operations' application because they are stand-alone utilities with specialist uses. All operations utilities have selection screen(s) which allow criteria to be entered to select bookings or services to allow multiple results to be returned.
Bulk documentation provides users with the option of sending multiple messages at one time from a range of bookings. Tourplan NX has the option to bulk send Supplier messages and Agent messages or run Vouchers in bulk.
Booking Operations allows users to recalculate bookings, services or PCM quotes applying the recalculation to multiple bookings instead of one by one within individual bookings. Substitute services can be applied to bookings to replace a service in bulk. If companies are using Tourplan NX Group Booking - Book On functions the Booking Operations application is where users will select bookings associated with specific packages. Booking Operations is also where an iCom activity report can be obtained if the user's company is using iCom/WebConnect.
Resource Assignment Operations is where resources such as drivers, guide or vehicles can be reserved or assigned if the user's company has its own fleet of vehicles.
