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 Shared Locations and Sub Locations list are empty by default.
The membership is a ‘type' and 'subtype’ concept.
Shared Locations do not have to have a sub-location, but all sub-locations must have a (parent) 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.
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
Tour Location
(Navigation : Tours / Locations / Shared Location / Add)
From the main menu, click Tours
Click the Locations menu
Select the Shared Locations tab
Click on the Add Shared Location button
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
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.
Sub Location
Select the Sub Locations tab
Click on the Add Sub Location button
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
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.
