Searching For Bookings

The search menu is available from the pulldown menu under Reservations, or via a toolbar icon (left or top).

Index

Use one or many criteria to return results. All searches are stored in history so you can easily repeat a search.

And you can click on the arrow beside "show extended filter" to see this:

Once you have defined your criteria, click on the Search button to return the result.

The Last Searches (search history mentioned above), and My Bookings (all bookings made by you in the last 24 hours) are accessible from the top menu:

Form functionality
Field	Description
Cfm No	Enables search by single or multiple confirmation numbers. The confirmation number is a unique booking number. Use comma delimitation to seperate multiple confirmation numbers.
Tour	Search by Tourcode. Check Like to do a wildcard search without the wildcard character.
Date	Search by Travel date. Use both date pickers to define a date range. Lefthand date picker returns dates large than defined date. Righthand date pickerreturns dates smaller than defined date.
Passenger Name	Search by Passenger name. Applies wildcard search by default without using a special wild card character. Eg. John , will return all pax with first name John regardless of their last name. Check Like to make the search case insensitive.
Voucher No	By Voucher number. Check Like to do a wildcard search without the wildcard character.
Operator Ref	Searches By External Reference. This fields is commonly a unique reference in a previous reservation system
Agent Code	Search by Agent Code. Check Like to do a wildcard search without the wildcard character.
Ticket Reference	Search by Ticket Reference.
Booked Date	Search by booking date.

Search Results

Search Results are retured in a listview. You can sort any column by clicking on the column and a booking can be opened by just double-clicking on the booking row in the search result. If your criteria only returns a single row, the booking will be opened immediately.

The search result rows are colour coded. Cancelled bookings are red, Confirmed bookings are black, Unconfirmed bookings are blue and Waitlists are purple

Menus and Tools

Alternative to double-clicking to open the booking, the search result screen supports right-click to access a popup menu giving you extended functionality without having to enter the booking. It also allows you to manipulate multiple bookings at the same time.

Right-Click Main Menu
Item	Description
Multiple Edit	Enables edit of multiple bookings at the same time. Use the CTRL key to select multiple bookings. It will open a treeview form on the side to switch between the booking forms
Tour Information	Access the Web Details for the tour in the selected booking.
Audit Trail	Opens Audit Trail for selected booking.
Bulk Change	See Bulkchange sub menu descriptions below.
Operator Information	See Operator sub menu descriptions below.
Agent Information	See Agent sub menut descriptions below
Status	Shows booking status: CONFIRMED, CANCELLED, QUOTE, WAITLISTED
Notes	This has a sub-menu of Manifest Comment or Voucher Comment.
Print	Incomplete, todo
Fax	Incomplete, todo
Email	Incomplete, todo
SMS	Incomplete, todo

Right-Click Submenu: Bulk Change
Item	Description
Bus Route	Access multiple bus routes to move pax from one bus to an other over multiple bookings.
Bus Category	Same as above, but sources by Bus Category instead of route code

Right-Click Submenu: Operator Information
Item	Description
View/Edit	Opens the organisation form for the operator of the tour code right-clicked on
Email	This allows you to compose an email to the operator complete with cc, bcc, and attachments
Fax	This allows you to compose an fax to the operator
Notifications	This allows you to email, fax or sms the operator notifying them of any tour information

Right-Click Submenu: Agent Information
Item	Description
View/Edit	Opens the organisation form for the Agent of the booking right-clicked on
Email	This allows you to compose an email to the Agent complete with cc, bcc, and attachments
Fax	This allows you to compose an fax to the Agent

Right-Click Submenu: Print
Item	Description
Itinerary	This will print a copy of the itinerary for the booking right-clicked on
Ticket > This Booking	This will open up a ticket screen so you can choose how many tickets to print
Voucher	This will print a copy of the voucher for the booking right-clicked on

Right-Click Submenu: Fax
Item	Description
Confirmation	This will fax a copy of the confirmation for the booking right-clicked on (if it is a confirmed booking)
Quote	This will fax a copy of the quote for the booking right-clicked on (if it is a quote booking)
Itinerary	This will fax a copy of the itinerary for the booking right-clicked on
Voucher	This will fax a copy of the voucher for the booking right-clicked on

Right-Click Submenu: Email
Item	Description
Confirmation	This will print a copy of the confirmation for the booking right-clicked on (if it is a confirmed booking)
Quote	This will print a copy of the quote for the booking right-clicked on (if it is a quote booking)
Itinerary	This will print a copy of the itinerary for the booking right-clicked on
Voucher	This will print a copy of the voucher for the booking right-clicked on

Right-Click Submenu: SMS
Item	Description
Confirmation	This will SMS a copy of the confirmation for the booking right-clicked on (if it is a confirmed booking)