Branches
This screen provides functionality to add and maintain branches of the main Tourdesk company.
Form Functionality |
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Label |
Description |
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Tick box |
Opens/Edits the selected branch in the Company screen with associated users |
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ID |
The branch ID number. Automatically generated |
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Branch Name |
User defined branch name or description |
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Address |
The address of the branch |
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Suburb |
The suburb of the branch |
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Country |
The country of the branch |
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Phone |
The phone number of the branch |
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Enabled |
Automatically generated. 1 indicates active |
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Add New |
Opens a blank Company screen to create a new branch with users |
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Company
This screen contains the branch details. If an existing branch was selected a Users Tab is shown as well.
Form Functionality |
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Label |
Description |
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Company Name: |
The name of the company which is using Tourdesk. This is the name that will be sent to and used by the tour operator/s |
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(Australia Only) ABN: |
For Australia only - enter none if not applicable |
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Phone: |
The full contact telephone number of the company which is using Tourdesk |
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Street Address: |
The street address of the company which is using Tourdesk |
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Suburb/City: |
The suburb or city of the company which is using Tourdesk |
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Post Code: |
The postal/zip code of the company which is using Tourdesk |
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State: |
The state/province/region/canton/etc of the company which is using Tourdesk |
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Country: |
The country of the company which is using Tourdesk |
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Reservations: |
The contact person to receive reservation emails. Select the user by the drop down arrow. Add new users in the Users tab |
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Accounts: |
The contact person to receive accounting issue emails. |
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Technical: |
The contact person to receive technical issue emails. |
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Show By Region Availability Grid: |
If Yes is selected, the five day availability grid on the By Region screen is displayed |
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Show By Operator Availability Grid: |
If Yes is selected, the five day availability grid on the By Operator screen is displayed |
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tick box |
If enabled, the selected tab will be displayed on the Product Catalog screen |
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Tab Order |
Clicking on the blue up arrow will move a tab one position to the left in the Product Catalog screen. Clicking on the blue down arrow will move a tab one position to the right in the Product Catalog screen. |
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Tab Description |
The description of the tab for which the user reference can be found in the Product Catalog screen: |
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Base Currency |
The currency through which all conversions take place. This company and all branches uses this. The conversion rates are set in My Company->Currency Rates |
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Default Currency |
The currency shown on the booking cart screen. Branches can have independent default currencies, but not base currencies |
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Enable Freeform bookings: |
If Yes is selected, free form bookings are shown for operators in the Product Catalog screen |
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Show freeform only operators in product list: |
If Yes is selected, operators with only a free form option is showed as well |
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Enable Discounting: |
If Yes is selected, a Tourdesk user can enter a free form discount amount on the tour/s in the booking cart |
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Browse... |
Opens a file browser screen to browse for the graphic file |
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Save Changes |
Saves any changes made to the Company screen |
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Cancel |
Discards any changes made to the Company screen |
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Users
Form Functionality |
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Label |
Description |
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First Name: |
The user's first name |
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Last Name: |
The user's last name |
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Organisation: |
If the user works at a branch, the drop down arrow can be used to select the branch name. |
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Phone: |
The user's telephone number |
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Email: |
The user's email address |
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User ID: |
The username which must be unique in Tourdesk |
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Password: |
The password for the username - case sensitive |
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Branch Location: |
The location of the user's branch |
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Enabled |
Select to enable the user to log into and use Tourdesk |
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Administrator |
The user have administrator rights and access to My Company and Reports screens |
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Training Only |
The user can not commit any bookings |
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Anonymous User (for Direct Consumer bookings) |
This user profile is used in a website integrated with Tourdesk |
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Copy My Regional Preferences to New User |
Provides the same regional preferences as the user that is logged on, to the new user |
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Copy My Operator Preferences to New User |
Provides the same operator preferences as the user that is logged on, to the new user |
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Save Changes |
Creates the new user or saves any changes made to an existing user |
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Cancel |
Discards any new/changed information and returns to the Users screen |
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