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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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Once you have set up your Pax Breaks and added bookings to your Groups itinerary, you can adjust the breakdown costs on each booking line in the Quote Panel. And later, you can add a Markup to the Group itinerary, finalise the room quantity and modify the number of passengers. Let’s go through the detailed steps to do that:

Adjusting the Breakdown of each Booking Line

You may want to go through the breakdown for each group and verify the correct purchase item price with the corresponding group. To do that, adjust the breakdown of each booking line.

Accessing the Quote Panel

The Quote Panel lets you scroll through each booking and cross-check prices for each booking. The Panel further lets you view the breakdown for the Staff and the FOC costs.

1. On the Bookings tab of the itinerary, navigate to Show > Details. This opens the Quote panel. This option appears beside the Tools menu in the Bookings List tab
2. Click through each Booking to see the line breakdown.

Note: Scroll to the right on your Bookings Panel to view all the columns.

In the example above, you’ll see that when you click through each Booking row, the cost details for that booking appears in the Quote panel. In the Quote panel, scroll through each Group (Pax break tab) to view the breakdown cost, the Staff cost and the FOC charges, if any.

3. Keep the buses/transport bookings enabled for the groups that have booked them and disable it for the rest of the Groups. Highlight the booking and click Disable to disable the booking, thus ensuring each Group is charged the correct price.

In this example, as the 19-28 pax coach will be used by the 5+1 and 3+1 group, we disable it for the 12+1 and 15+2 Groups. Similarly, we disable the 29-35 pax Coach for the 5+1 and 3+1 Group.

4. Adjust the price owed by FOCs or staff, who’d be participating in certain services but not be paying for it.

Note: Entering the number of staff participating in the Staff column does not add a price against them.

5. If you have a Staff travelling but not participating in certain Services, then you can update the ‘Staff’ number to ‘0’ in the detail window, under Related Bookings section.

Tip: Remember to update each Pax break tab to correctly calculate the prices displayed.

Adding a Markup to a Group Itinerary

You may want to add a commission rate or a markup to the per person pricing in a Groups itinerary. To do that:

1. Select the Tools (top right of the Bookings tab) > Override Itinerary Pricing option in the Bookings tab.
2. You can either add a percent markup value against the Markup % row for each column or add a roundup figure for the Subtotal row by entering a final value against the Override $ field for each column.
3. To view the Pax Break overrides navigate to Show > Overrides in the Bookings tab.

Finalising the Itinerary Passengers

1. In the Clients tab of the itinerary, choose the Pax Break finalised for the group by selecting it from the From Pax dropdown menu. It populates the Room Types, Rooms Booked and the Price for each Room Type in the Room Types grid.
   • Amend numbers if they now differ from original configuration setup.
2. If the Room Types have changed since the Pax Break Setup, follow these steps:-

1. • Go to the Clients Tab to delete any rooms not required from Room types grid
   • Go to the Bookings Tab – Tools > Setup group configuration. Delete rooms not needed from the lower grid.
   • Click Update Bookings.
   • Select Remove Bookings for Unnecessary Room Types.
2. Go to the Bookings tab – Tools > Update Booking Quantities to update the quantities based on numbers in Room types grid in the Clients tab.

Note: For instructions on adding passengers and assigning room numbers to a groups itinerary in the latest Tourwriter version, please refer to Adding passengers & assigning room numbers.

Enabling the Agent Net column

You can enable the Agent Net column from the field chooser in the passengers grid. The total shown in the Agent Net column (bottom) is the total value you should expect to receive for this Group Itinerary

• • You may enter the total Agent Net from the Passenger List to the Final Sell Price area of the Bookings list.

The post Groups Operations Overview appeared first on Tourwriter Knowledge Base.

Learn how to setup your suppliers to ensure accurate per person pricing for different passenger ranges and see a simple group quote come to life in the Bookings List.

• Visit Introducing the Groups Override function to understand how to override the default room type at the Itinerary level.
• After setting up Pax Breaks and adding bookings to your Groups itinerary, you may want to look at the cost breakdown for each booking line. To do that, visit the Groups Operations Overview article. The help file guides you through steps on adjusting the breakdown costs for each booking line, adding a Markup to your Groups itinerary and adjusting the Groups passenger list.

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Learn how to reconcile Supplier Payments including payment date and amount directly in Tourwriter and send email remittance advice to your Suppliers.

This webinar is perfect for anyone looking for a simple way to manage their Supplier Payments.

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To help you get started with Travefy, we have created a range of Knowledge Base posts for you to refer back to when needed. These range from posts about Setup, to posts about our Mobile App. Below you will find links to each post:

• Travefy Setup – Find out about the basic setup required for Travefy
• Content Rules for Travefy – This is an additional Setup feature, which links your Publishing Content to Travefy

Become Familiar with Travefy

• Travefy Homepage – Take a tour through the Travefy homepage, and all its options
• Travefy Itinerary Page – Checkout this overview page for the Travefy Itinerary page

Using Travefy

• Pushing an itinerary to Travefy – This post takes you through the quick and easy process of transferring your Tourwriter itinerary to our online platform
• Update Your Travefy Trip Details – At the top of the Itinerary page you will find a little pencil icon, this will open the “Update Your Trip Details” options. Find out what is available in this area
• Travefy Day Edit – Explore what you can do within each itinerary day, such as viewing the day in a map!
• Travefy Import Booking Confirmations – Received a booking confirmation? Simply email it to your specified itinerary email address and the booking will be added to your itinerary
• Editing Bookings in Travefy – To find out how to make quick itinerary edits in Travefy check out this post

Travefy Interactions

• Travefy Itinerary Sharing Options – This post shows how to share your itinerary with collaborators, as a PDF, as an interactive online itinerary, or even to a calendar
• Travefy Discussion – This awesome feature allows you to send instant messages to your client via the Mobile app
• Travefy Ideas + Polls – Find out how to share ideas and take polls with your collaborators
• Travefy Collaboration – Learn more about the add-on Collaboration feature
• Travefy Client – See how your clients will interact with Travefy
• Travefy Mobile App – Check out the Mobile App that is available for your clients to download and use while planning and travelling

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