overview Archives - Tourwriter Knowledge Base

The Bookings Tab comprises the List Subtab and the Quote Subtab. The List Subtab is used by all Tourwriter users to compile a list of bookings, which together ultimately form an Itinerary. The Quote Subtab is used by Tourwriter Groups users, to compile per-person pricing based on multiple Passenger ranges and to calculate single supplements.

Display settings for Mac users.

As a Mac user, you may see the right vertical scroll bar on the Bookings tab disappear. This happens when your Windows screen resolution reverts to match the resolution on your Mac screen. The Windows Display setting locks a custom scaling size that cannot be changed.

Solution: Disable the Dynamic Resolution feature on your Virtual Machine configuration.
1. Ensure you turn off your Virtual Machine.
2. Switch to your Parallels desktop.
3. Head to your virtual machine’s Configuration > Options tab > Full Screen
4. From the Scale to fit screen drop-down list select Keep Ratio.

5. Now turn on the Virtual Machine to start your Windows operating system and head to Windows Display Settings
6. Under Scale and layout, you’d see the following message “A custom scale factor is set“. Select the option Turn off custom scaling and sign out

7. After you sign back in, change the Scale and layout size to the (Recommended) size
8. Restart Tourwriter.

To learn more on how to change custom screen resolution in Full Screen mode on your Parallels Virtual Machine, click here.

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FAQ Quick List

jason_tw — Tue, 08 Mar 2016 22:32:33 +0000

Below is a list of our Frequently Asked Questions. If there is something that you cannot find, please try entering a keyword into the above Search bar for alternative information. Alternatively, please send your question to support@tourwriter.com including as much information as possible, (screenshots are greatly appreciated!).

Online Drive Has Disappeared
Hardware and Software Requirements for Tourwriter
How to Warn Users Against Using the Wrong Database
What information does the Support team need to know in the case of an error

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Setup Videos

jason_tw — Fri, 23 Oct 2015 02:42:25 +0000

Below is a complete list of our Tourwriter videos on Setup. Click the link to watch the video and learn more on each subject.

Tourwriter Start Window Overview

SearchForm – How to search in Tourwriter

Adding Folders

User Accounts

Contacts Quick Overview

How to Link Contacts to Agents, Suppliers and Itineraries

How to Import Contacts into Tourwriter

Locations

Agent Labels

Using Calendars in Tourwriter

Currencies – Spot Rates

Currencies – Forward Rates: User-defined

Accounting Setup

Accounting Interface Setup

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Suppliers Videos

jason_tw — Fri, 23 Oct 2015 02:30:03 +0000

Below is a complete list of our Tourwriter videos on Suppliers. Click the link to watch the video and learn more on each subject.

Suppliers Tab Overview – How to add Suppliers

Adding Accommodation Suppliers

Adding Tour and Activity Suppliers

Adding Transfer Suppliers

Adding Rental Car Suppliers

How to Import Suppliers into Tourwriter

Showing and Hiding Non-Active Items and Expired Seasons

Details Tab – Location Cards

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Itineraries Videos

jason_tw — Fri, 23 Oct 2015 02:19:50 +0000

Below is a complete list of our Tourwriter videos on Itineraries. Click the link to watch the video and learn more on each subject.

Itineraries Overview – how to create an Itinerary

Bookings Tab Overview

Booking ID’s Field – and how to change them

How to Move Itinerary Dates

Tourwriter Bookings Window

Right Click Function – in a Booking

Booking Notes Subtab – Adding Notes to Bookings

Tools Button Options

Update Currencies

Adding Payments

Supplier Auto Confirmation

How to View Multiple Tourwriter Windows

Deactivating an Itinerary

Making an Itinerary Read Only

Financials Overview

Margin Adjustment

Gross Adjustments

Lock Final Sell Price

Additional Markup Container

Itinerary Accounting Export

Bulk Accounting Export

Travefy and Mobile App

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Itineraries Overview

denise_tw — Tue, 15 Sep 2015 21:45:24 +0000

The Itineraries section in Tourwriter is where users create and store information relating to a client’s booking. This Guide should be used in conjunction with the Tourwriter Itineraries Training Videos.

Each Itinerary is split into four Tabs:

Itinerary Tab

The main itinerary details such as name, arrival and departure information and agent details are entered on this tab.

How to Move Itinerary Dates
Tasks Work Space
Itinerary Information
Itinerary Start/End Information
Itinerary Additional Information

Bookings Tab

This is where supplier services are added and pricing is finalised for FIT bookings.
Group Quotes can also be created within the Quote tab.

Bookings Tab Overview
Making Bookings and Emailing Suppliers
Adding Bookings
Rental Car Bookings – Night/Day Calculations
Bookings List Tools Options
Bookings List Structure
Tourwriter Bookings Window
Making Amendments in the Bookings List Subtab
Sending Bookings Requests Via Tourwriter
Editing Itinerary Prices
Booking Tab Tips and Tricks
Splitting Bookings
Changing to a New Service/Option
How to Move Itinerary Dates
Updating Currencies in Itineraries
Booking Errors
Financials Overview
Gross Adjustments
Margin Adjustments
Right Click Function
Booking ID’s Field
Booking Notes Subtab – Adding Notes (Quick Notes) to Bookings
Supplier Auto Confirmation
Lock the Final Sell Price
Additional Markup Container

Clients Tab

Details Subtab – Including the following fields;

Pax override – Used when you do not want to enter every passenger individually
Room types – Used to record the type and number of rooms you have booked
Passengers – Used to record the people travelling on the itinerary
Client payments and refunds – Used to record all financial transactions with the client

Notes Subtab – Used to load any special notes (e.g. Allergies) regarding the client that you would like to include in your correspondence (e.g. Booking requests) with the Supplier.

Additional Tab

Reports Subtab – Itinerary reports such as Client Pricing, Quotations, Final Itineraries and Vouchers. Double click any of these report names to open them.
Accounting Subtab – Data can be loaded and exported to your accounting software.
Itinerary Accounting Export
Messages Subtab – Messages sent to Suppliers via the Email Booking function will be stored here.

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