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Invoices/Booking Documents Tab
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This is the invoice you will send to your group leader. The individual travelers linked to the GL/GL record are listed on the form, as are all charges and payments that have been swept to the GL account. If you prefer to send a summary of charges without all of the detail, run the GL Summary Invoice from the Doc Queue tab.
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PAX Reports Tab
Lists
A list of all passengers confirmed on the tour, sorted on the tag number. Be aware there is another roomlist that can be generated from Ops, which is Vendor specific.
If your system has the “Ticket Module”, this report lists who is assigned what tickets. This is especially helpful when multiple Clients in one Booking have different tickets.
This report displays the dining preference and dining notes loaded on the main entry screen in the Booking record. Dietary preferences loaded in the Client record are also referenced.
Same as the Rooming List, but including some additional information about the travelers that might be helpful to the tour manager.
Click this button to generate a list of the names of all passengers on this specific Tour, along with their mailing and physical addresses.
Similar to the Passenger Address List, use this button to create a list of all travelers by name, along with their Booking numbers.
Reports
Use this button to generate a report displaying all of the passport details, birth date, and other pertinent information stored in Client.
When this report is called, you are given the choice of listing passengers waitlisted on all tours or just the tour that shares the code of the record you’re in.
Reflects information loaded on the main entry tab, having to do with special occasions being celebrated while on tour.
Use this button to generate a report of information regarding your traveler’s menu selections, including preferences and allergies.
This report will only be activated if and when your system is customized to accommodate insurance sales. Use this button to generate a report of all insurance being used on the specific Booking.
Use this button to navigate directly to the Operations Reports & Docs menu.
Manifests
Use this button to create a masterlist of all names, addresses, birthdates and passport details on a specific Booking.
Use this report to see “who’s getting on where”, based on input made on the Departure screen. The $$ appearing to the left of the passenger name indicates that the traveler still owes you money.
This report is identical to the outbound manifest, but instead compiles the return day information.
A variation on a theme, this report lists passengers, their home phone numbers, and notes on where they are boarding the motorcoach.
When you call this report, you are given the option of displaying data by “Pax” or by “Segment”. If you chose “Pax”, each individual traveler and their schedule will list; if you pick “Segment”, all travelers on a specific itinerary will display as a group.
This report reflects all passengers on a given tour who have flight itineraries confirmed, sorted by PNR record.
Financial Reports Tab
This report lists passengers by tour, offering an indication of whether they are Booked, Optioned or Confirmed; also showing total charges, discounts, total paid and due, and cumulative totals.
This report can be run by a specific date, date range or tour; and shows where there are balances owing.
This report can also be run by a specific date, date range or tour; and shows all payment activity. Even though it is called “cash” report, payments by check and credit card are also displayed.
This is a list of tours, arranged in order of departure date, showing the number of passengers booked, total sales and total paid, as well as balance due. Cumulative totals appear at the bottom.
This report (also available from Package) is usually run to determine why a Booking has waitlisted. Every element included in the Package will be reflected on the report, along with an accounting of inventory loaded, sold, still available or sold out.
This report is identical to the “Cash Report” as far as how it is called and what it displays; however, it displays only payments identified as “Credit Card”.
This report shows those individuals who are late with payments, comparing the payment history of the Booking to the deadlines loaded in Tours.
If the Client record to which the Booking is linked has a Salesperson associated, or if a Salesperson is assigned at the time of booking, this report captures that relationship. The Salesperson Totals report can be called by tour or by a range of tours and presents the salesperson’s production in terms of passenger numbers and revenue. Any bookings not associated with a salesperson will appear at the top of the report.
This report reflects how many bookings are attributable to your Source and Segment marketing efforts (values maintained in the Marketing Support File).
Commissions are considered payable as of the last day of a tour. This report can be called a single tour, all tours, or commissions due in the next 30 days. The presentation/sort is by tour.
This is an overview, by tour, of passenger totals, and payment totals by type.
Labels & Tags
You can print one of two varieties of labels or #10 envelopes from Bookings. Once having clicked on the icon of choice, you will be asked if you want labels for everyone on a given tour or if you want to select specific records.
Clicking on this button will move you to the PAX records related to the tour referenced by the record you’re in. From here, select which type of tag or label you wish to run by clicking on the appropriate icon.
If you have any questions that are not answered here Contact TourTools Support for assistance.
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