Lookups are lists created and maintained by a Staff User.
Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens.
The Group Membership list is Shared Locations and Sub Locations list are empty by default.
The membership is a ‘type' and 'subtype’ concept.
Types Shared Locations do not have to have a sub-typelocation, but all sub-types locations must have a (parent) type.
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Examples may Location.
The default translation for the forms are Area and Address but this can be changed by ResPax staff if this default does not suit your business model.
Examples include:
- Head-office and Branch offices,
- Region and Areas,
- Company and Brands,
- Brands and Products.Group Memberships are associated to User Groups for the purpose of filtering out the Tour list so the Staff User see’s only what they can book or maintain.
An authorised Staff User can add new Groups Memberships and edit existing Group Memberships.
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Tour Locations can be used to:
- Filtering the available Tours on Quote forms
- Filtering the available tours on custom Pages
- Grouping for Reports
- Grouping for exports to CSV
Instructions
Step-by-step guide to adding Tour Locations
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From the main menu, click Tours
Click the Locations menu
Select the Shared Locationstab
Click on the Add Shared Locationbutton
Add the Shared Location Name (mandatory)
Choose the Country from the dropdown list
The new Location will be enabled by default
If this Location will be used to group tours together, then enable the Can Have Tours switch
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6. The List view of Shared Locations can be sorted and searched.
A Location can be edited.
A Location cannot be deleted if it is currently assigned to a Tour or used in a Booking.
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Sub Location
Select the Sub Locationstab
Click on the Add Sub Locationbutton
Add the Sub Location Name (mandatory)
Choose the parent Location from the dropdown list
The Sub Location will be enabled by default
If this Location will be used to group tours together, then enable the Can Have Tours switch
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4. The List view of Sub Locations can be sorted and searched.
A Sub Location can be edited.
A Sub Location cannot be deleted if it is currently assigned to a Location or a Tour or used in a Booking.
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