HomeWikiCRM Code TablesEvent Tag

15.1. Event Tag

Code tables allow a user to setup a list of pre-determined data which can be allocated within the system.

Extras are extra services or products that can be added to a reservation.

Extras can only be added to a reservation by internal consultants from the Reservation wizard or on the Reservation-Extras tab

 

To Add a Record:

Click the New button on the toolbar, the New button on the toolbar becomes impressed (to indicate you are in new mode) and the cursor focus is placed on the first field in the edit area. Enter the respective information in the fields available in the edit area and click Save on the toolbar to add the new record to the list.

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Edit a Record:

Select the record from the list (the record is populated in the edit area — the edit area is the area at the top of the form where new can be added or amended). When the record is populated in the edit area, click the Edit button on the toolbar. Edit the information as required and click Save on the toolbar to update the changes (the record is saved and returned to the list).

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Save a Record:

After editing or creating a new record, click the Save button on the toolbar to save the changes. The record will be added to the list and the edit area will return to New mode for the next record to be created or you can select an existing record from the list for editing.

To Delete a Record:

Select the record from the list (the record becomes populated in the edit area), click the Edit button on the toolbar to access edit-mode. Click the Delete button on the toolbar to delete the record.

Working with inactive records:

If a deleted record has not been used within the system it will be permanently deleted. If the record has been used within the system before it is deleted, on deletion it will be flagged as 'inactive', this means it will remain visible on the code table for reporting and auditing purposes but will not be available in future selections within the system. An inactive record can be re-activated by changing the record status to active when in edit mode (the status option is only available once a record has been flagged 'inactive').

Other Tips for working with Code Tables:

  • Use the arrows in the header row to sort the results into ascending or descending order.
  • Click the Print button on the toolbar to print a list of records.

Terms and Definitions

Extra description A free-format description of the extra item.
Travel item Where extras are flagged as travel items (Yes), the item is separated on documentation as a 'Travel item' and the travel extras notes are separated under a 'Travel notes' header. 'No' stores the extra as not travel related, for example: a hike at camp. 'Yes' means the extra is a travel extra, for example: a transfer or arrival travel service.
GL code An accounts code allocated to extra accounts for integration into accounts.
Tax rate An optional tax rate to be applied to the extra (inclusive in the amount). Values displayed here are from the Tax Rate code table.
Comm receivable An optional field to track commission the principal receives when the extra is applied, for example: Amanzi Co receives 10% from Fly-me-to-the-moon Air Travel when they book a guest. A percentage value between 0–100%.
Comm payable An optional field to track commission the principal must pay to a service provider, for example: Amanzi Co must pay 60% to Interflora for the Interflora Flower Service. A percentage value between 0–100%.
Currency The currency value of the extra. Where the currency differs from the reservation currency, an exchange rate must be provided. Records displayed here are linked to the Currency code table.
Amount A unit cost for the extra. Positive and negative values can be applied.
Note A standard note that is added to a reservation for the selected extra. Once the note is allocated to the reservation-extra it can be edited. This note can be displayed on documentation and various reports.
Internal memo A standard internal memo that is added to a reservation for the selected extra. Once the note is allocated to the reservation-extra it can be edited. This note can be displayed by internal users on selected documentation and various reports.

  

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