An itinerary document is used for adding itinerary information and photos to a document. This document can be sent to your customer together with an offer (or any other document).

You can write a custom itinerary on a reservation, write a custom itinerary on reservation items, or add description and photos from your travel products database or even combine all three options if you need to.

To write custom itinerary for a reservation

  1. Edit a reservation.
  2. Choose the Itinerary description tab.
  3. Enter text.
  4. Click OK to save changes.

To write custom itinerary for a reservation item

  1. Edit a reservation.
  2. Choose the Itinerary description icon in the reservation items grid.
  3. Enter text.
  4. Click OK to save the changes.

NOTE: You may write a custom itinerary for only one reservation item, for some of them or for all reservation items.

To create an itinerary document

    1. Edit a reservation.
    2. In the Documents field find the Itinerary label.
    3. Click the Create button next to it.
    4. The Creating document window will appear.
    5. Define parameters

Document template – You can choose between two templates: itinerary by days or itinerary by objects; when choosing a template per object, document will consist objects shown on divided pages, if choosing a template per day, objects and corresponding descriptions/photos will be divided by days of the trip
Document date – The date of the document
Language – Select languages this document will be created in
Custom fields – Create one or more custom fields that will be displayed on the itinerary document
Show comment only – If selected only comment and total amount will be displayed on the document, instead of services from the reservation
Comment – A comment that will be displayed on the document

  1. In the Itinerary Creating document window mark Show the description of the reservation itinerary to print out custom itinerary on the document
  2. Add descriptions of travel products that are added to the reservation on itinerary
  3. document. To do so, choose reservation items you wish to print out on itinerary from      within  Itinerary field.
  4. Click Create to create the document or Preview to see the document preview.