Bulk Service Status Update allows Statuses to be updated in a bulk process, across multiple bookings concurrently.

NOTE: This Bulk Service Status Updates feature is designed for companies that manage a high volume of bookings and require a streamlined way to update service statuses in large batches. Instead of updating each booking individually, this function allows users or dedicated teams to apply status changes across multiple bookings at once — ideal for larger organizations with centralized operations or end-of-day processing routines. Please note that this feature may not be suitable for all businesses, particularly those managing bookings on a case-by-case basis.

The selection criteria of bulk update setting can be saved and recalled. If saved, a list will display when the Service Status Update menu is selected. Frequently used filters can be copied and saved from within the Bulk Service Status Update screen.

Create Bulk Service Status Update

1. From the Home menu, select Home > Operations > Service Operations > Bulk Service Status Update.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Service Operations menu option to expand it:

      

   4. Click Service Status Update to open the Service Status Update screen:

      

2. Click Manual.

   

3. On the blank Bulk Supplier Messaging - Manual Selection screen, the Service Tab will open, select the required filters from the field selections available within the Booking Tab, Analysis Tab (Booking and Agent), Service Tab and the Analysis Tab (Supplier and Product).
   

   View Service Status Update Filter Selections to learn more about all the field selections available, or view the individual tab filters: Booking Tab, Analysis (Booking and Agent), Service, Analysis (Supplier and Product), Results.

   NOTE: There are two tabs with the heading Analysis, the Analysis Tab on the left refers to the Booking or Agent Analysis field selections, whereas the Analysis Tab on the right refers to Supplier and Service Analysis field selections.

4. Check the completed screens.

   Service Tab

   Entering dates into the 'Service Date To' and 'Service Date From' fields will activate the buttons and the other Tabs to narrow the filtered results.

   

   Analysis Tab (Booking and Agent Analysis)

   In this example the 3 Booking Analysis fields have been expanded using +. and 3 Agent Analysis fields. Whereas the remaining Booking Analysis fields and Agent Analysis fields have been left minimised. Your company's Analysis Fields and codes will be different to those shown in this User Manual and will reflect your organisations analysis requirements.

   

   Booking Tab

   

   Analysis Tab (Supplier and Service Analysis)

   In this example the Supplier Analysis fields have been expanded using +. Where as the Product Analysis fields have been left minimised. Your company's Analysis Fields and codes will be different to those shown in this User Manual and will reflect your organisations analysis requirements.

   

5. Click on the Results Tab. Select the services using the Selected check boxes next to each service, or use Select All.

   

6. To change the status, click Update.

   

7. Click Exit to discard any changes.

   

8. If Update button is clicked, the Bulk Service Status Update screen will display. Select the Service Status to update to.

   

9. Click OK to keep the changes and save or update the entry.

   

10. A Summary screen will display the number of 'Successfull Operations' (updates) and the status of each updated service.

11. Click Ok to clear the screen.

12. You will return to the Results Tab where you can select to Exit, or continue adjusting filters to update further services.

Filter selection combinations are dependent on user's company's requirements. Selection of any filter combinations will return results in the Results Tab.

There are 4 Tabs that include field filter selections:

• Booking Tab.
• Analysis Tab (Booking and Agent).
• Service Tab. (Opens by default on entry)
• Analysis Tab (Supplier and Product).

Last Worked Date From/To

The last worked date(s) of the services to be selected.

Travel Date From/To

Used to select services with a specific, or range of, travel dates of the services to be selected.

Agent From/To

Used to select services with a specific, or range of, agent(s) codes in the booking header matching the selection.

Master Agent From/To

Used to select services with a specific, or range of, Master Agent code(s) in the booking header matching the selection.

NOTE: When a Master Agent (or range of Master Agents) is entered in these fields, Tourplan will find services in those bookings where the Agent(s) have the Master Agents attached to them. When searching on the Master Agent field, the Agent field should be left blank.

Date Entered From/To

The booking entered date(s) of the services to be selected.

Consultant

The consultant code attached to the bookings whose services are to be output.

Booking Types

The type of bookings that services are to be output from.

Booking Type selection includes:

• All Booking Types - services from FIT bookings and Group bookings will be selected.
• FIT's - those services that are attached to FIT bookings will be selected.
• Groups - those services that are attached to Group bookings will be selected.

Reference

The reference attached to the booking that services are to be output from. This field will only accept the actual reference number if the Branch/Department components of the booking reference are selected from the Booking Branch and Booking Department multi select boxes.

Booking Status

By default, all booking statuses are checked and services in bookings that have that status will be selected. Un-check statuses that are not required.

Branch

By default, all branches are checked and services in bookings that have those branches will be selected.

Department

By default all departments are checked, services in bookings that have those branches will be selected.

Booking Analysis

The top two rows of this tab are the 6 Booking Analysis codes. These are booking level selections.

Agent Analysis

The bottom two rows of this tab are the 6 Agent Analysis codes. These are Agent Analysis codes attached to the booking.

Analysis fields can be expanded or minimised by using the + or - function.

NOTE: The label descriptions and analysis selections used within this User Manual will vary and will display what has been setup in each user's company's system.

Service Date From/To

The service date(s) of the services to be selected. (These fields must be selected )

Supplier From/To

Used to select services with a specific, or range of, supplier code(s) matching the selection.

Master Suppler From/To

Used to select services with a specific, (or range of ) Master Supplier code(s) matching the selection.

NOTE: When a Master Supplier (or range of) Master Suppliers is entered in these fields, Tourplan will find those services whose supplier(s) have the Master Suppliers attached to them. When searching on the Master Supplier fields, the Supplier fields should be left blank.

Code From/To (Service)

Used to select services with a specific, (or range of) service code(s) matching the selection.

Service Status

By default, all service statuses are checked and services that are this status will be selected. Un-check those statuses that are not required.

Location

Multi select checkboxes display results for services in the booking matching the location/s selected - by default all Locations are selected.

Supplier Analysis

The top two rows of this tab are the 6 Supplier Analysis codes. These are Supplier level selections attached to the service.

Product Analysis

The bottom two rows of this tab are the 6 Product Analysis codes. These are Product Analysis codes attached to the booking services.

Analysis fields can be expanded or minimised by using the + or - function.

NOTE: The label descriptions and analysis selections used within this User Manual will vary and will display what has been setup in each user company's system.

Selected

The cell to the right of this heading will provide you with the number of services that have been selected.

Found

The system will provide you with the number of services found, matching the filter criteria.

Select All/Unselect All

Select all services found, or un-select all services selected.

Column Headings

Users can customise their column headings by clicking on the header row, or can amend the order of results by clicking on the field heading, see About Changing Default Column Headings.

NOTE: The data can be sorted by any column by double clicking the column header. The order can then be reversed by double clicking the column header again.

Selected check boxes

Services can be individually selected.