Overview
TA-Tools and TO-Tools are tools that are displayed in the planner of the TripBuilder system when they are enabled. These tools give further functionalities to different user segments.
TO-Tools are Tour operator tools, and they are generally used by all TO users or admin users of the platform.
On the other hand, TA-Tools are intended for Travel agents users, which are especially important for customers with a Travel Agency Management set up.
Note: If your TripBuilder is set up without Travel Agency Management, then the TA-Tools check box does not need to be enabled.
Steps to enable/disable TO-Tools:
Go to Settings
Click on Distribution Channels
Click on your TripBuilder ID
Click on the Planner tab
Enable/Disable the different features by checking the boxes
Click Save
The following table explains in more detail the different functions of the features.
Option | Description | Article |
Itinerary Remarks | The itinerary remark functionality will allow you to add remarks to the whole itinerary, a stop of the itinerary, or any selected component of the itinerary. | |
Ad-hoc Components | Ad-hoc components are a way to add an independent-priced item to the itinerary. Currently available to add
Only Generic ad-hoc components are based at the itinerary level and the rest of them will add to the dedicated stop of the itinerary. | Read more... |
Optional Service Charges | OSC allows an agent to add an optional surcharge to the itinerary's price. The available surcharges can either be pre-defined or variable. | |
Edit Customer | This option will allow the customisation of Customer Contact Details, which can be further used in the checkout process. | |
Open Itinerary In Cockpit | This option allows authorised users to open itineraries in Cockpit / Customer Care. | - |
Create Template From Itinerary | Enabling this option is basically the reverse of initiating an itinerary based on a template. This option will allow users to save an individually planned trip from scratch as a new template, which can later be re-used. | |
Base Services | Base Services are additional components that have a fixed pricing for a set duration. They offer the option to shorten or extend the duration of service, by subtracting or adding a specified amount from the fixed price. In order to add these Base Services to an itinerary, the user must have Inventory access where the option of creating and adding these services is possible. |