myTourplan Help

This utility can be used to amend a product code.

It should be noted that preforming this change will affect the product code system wide.

Change Product Code/s

Select menu Home > Product > Product Utilities > Code Change > Products
1. From Products click the Product Utilities menu to expand it:
2. Select the Code Change menu to expand it:
3. Select the Products option to filter selection and display results on screen:
On the Product Code Change screen the Selection Tab will open, search for the Product using one of the search methods.
NOTE: When data is inserted into one/all of the fields; Location, Supplier or (Product) Code, the search button will become active.
Select the Results Tab or click Search.
Select the Product.
On the Enter Code Change screen, enter the New Code.
Check the completed screen.
Click OK to keep the changes and save or update the entry.
The Results Tab will re-display, a summary of changes will display the Current Code and the New Code. To accept the change/s, select Change Code.
Click OK to keep the changes and save or update the entry.

Selection Fields

Enter information in any of the available fields to refine search criteria (i.e. reduce the number of Products returned).

The following screenshot shows two criteria: (1) KBZ- Kaikoura entered into the Product Location field, and (2) KKSK01-Kaikoura Suttles & Taxis entered into the Product Supplier field. The service types Transfer has also been selected.

Results Tab

All products matching the search criteria will be returned in the Results Tab. Click a product to open the Enter Code Change New Code field.

Checkbox

The checkbox next to a product will be ticked when the product code has been noted for change, the new code will not apply until the change code button is selected.

Supplier Name

Full name of the supplier.

Code

The code of the product.

Description

The description of the product.

Comment

If the comment field is used for the product, the column will have the comment field information displaying.

Class

If the class of the product has been defined it will appear here.

Locality

If localities are being used and the products location is linked to a locality it will appear here.

Rate Period

The rate period dates defined for the products rates will show in this column.

Arrow above totals

The arrow located above the Totals heading, when selected, will collapse the Totals pannel to allow more colums to display on screen. Selecting the will revert the pannel to display again.

Totals

This section of the results screen, shows the number of results that were found to match the selected filters, and the number of products selected.

Summary of changes

This field will remain blank until a product has been selected and a new code has been assigned to change. The summary of changes will show data from the agents current code and the new code for the agent.

NOTE: The new code will not be applied until the change code button is selected and the code change has been confirmed.

The example below has been filtered to select products that have the location 'KBZ - Kaikoura'. The results screen below shows the user that 2 products were found, 1 was selected (HOTWHA) and the new code to be assigned to the Product is HOTWHL.