Tourwriter General Help Articles
Pricing Notes for Price Adjustments
The Pricing Notes feature helps users keep a clear record of why a price was adjusted for an item. This provides better visibility for internal users, other team members, and travellers by documenting the reason behind pricing changes. Pricing notes ...
Finalising & Exporting Pricing
Once you are happy with your itinerary pricing, this page covers how to apply bulk updates, round prices, and export the final pricing data to your accounting tool. Updating multiple items at once The Update items feature lets you apply actions to ...
Editing & Locking Booking Prices
Supplier prices load into your itinerary automatically. This article covers how to override prices for individual bookings, keep prices stable across rate refreshes, and update quantities without losing your edits. Editing a booking price To override ...
Currency, Display & Price Options
This page covers how to control the currency your itinerary is sold in, how prices are displayed to travellers, and how to record pricing history and deposits. Adjusting the sale currency Each Supplier can be set up with its own currency, so an ...
Setting itinerary default export settings
The Export settings section lets you set organisation-wide defaults for what appears when a team member exports an itinerary to PDF or Word. These defaults pre-fill the export dialog each time, saving time and ensuring a consistent output across your ...
Setting itinerary default sharing visibility settings
The Public/private sharing settings section lets you define which elements of an itinerary are visible by default when a team member shares an itinerary via a public or private link. These are organisation-wide defaults — individual users can still ...
The Organisation > Customise tab – an overview
The Customise tab in your Organisation settings is where you control the default appearance and behaviour of itineraries across your organisation. It has been organised so that sharing, export, and pricing display settings each have their own clearly ...
Using the Own arrangements booking status
The Own arrangements status allows you to include items in an itinerary that are managed by the traveller but are added to the itinerary add context. These items are visible in the traveler's day-by-day schedule but are excluded from the main ...
Using the Optional booking status
The Optional status allows you to include "suggested" items in an itinerary without increasing the display price. These items are visible in the traveler's day-by-day schedule but are excluded from the main pricing totals, making it the perfect way ...
Understanding booking statuses and the relationship locking and supplier payments
Any Item added to an itinerary can be assigned a booking status to ensure customers can organise itineraries as they move from proposals to finalized trips. Some booking statuses enable work flows or change how the traveller will view the item. Below ...
Adding a Flight type product to an Itinerary
When adding a Flight type product to an Itinerary, you will notice a few fields that are different compared with other product types. These fields are designed specifically to capture the essential details required for air travel. This article ...
Supplier Import via CSV – Field Requirements & Validation Guide
Overview This guide explains how to correctly complete the Supplier Import CSV file to ensure successful validation and import into the system. The CSV template includes: Supplier-level fields Product-level fields Option-level fields Some fields are ...
Refreshing services in your itinerary
In Tourwriter, any changes you make to a supplier or product record (such as edits to the description or images) do not automatically show in any existing itineraries where these services had already been added prior to the edits being made. Refresh ...
Edit preview content
In Tourwriter, you can edit preview content to ensure the traveller facing itinerary is customised to your specific requirements. This enables the same supplier and product content to be different from that stored in your database when necessary. ...
Edit Inclusions and Amenities after adding to an Itinerary
Users can edit Inclusions and Amenities once the Item is in the Build tab. The edited Inclusions and Amenities will display in Preview, Itinerary PDF, Privately or Publicly shared Itineraries. Using this feature Agent can add new or remove existing ...
The Edit agent total pricing dialog
The Edit Agent Total pricing dialog allows a User to easily override and fix either the Agent price or the Agent Commission %. This feature is helpful if you want to set a fixed Agency commission % or a fixed Agent price regardless of the itemized ...
Automatically add more images to Itinerary Previews
Creating beautiful itineraries just got easier. You can now pre-select up to 5 images per product or resource that will automatically appear in the itinerary preview — no more manually adding them every time. ? Why this matters Previously, users had ...
Edit item details
In Tourwriter, you can edit an item directly — including its dates and times, product, option, check-in instructions, and more — from either the Itinerary Pricing page or the Itinerary Preview page, without needing to switch to the Build tab. This ...
Using itinerary Templates
Templates are a type of itinerary made up of one or more items that can be added to another itinerary as if you were adding a single Item. A library of templates could be useful for building a large itinerary quickly. Customers can organise their ...
Supplier Cancellation Policy
This article explains how you can add and save a Supplier cancellation policy and then how this can be usefull when that Supplier is added to an Itinerary. Supplier cancellation policy setup To setup a Supplier cancellation policy: 1. Open the ...
How to use the export feature for statements or invoices
Customers can export a single Invoice or Receipt PDF per Incoming payment. If you prefer to issue a Statement combining all Incoming payments, or wish to create a single Invoice per Itinerary whilst combining multiple Incoming payments then they can ...
Agency payments
The Agency payments sub tab is only visible when an Agency has being added to an Itinerary. The Agency payments sub tab allows Users to create and manage agency payments so they can reconcile and keep track of agent commission payments to their ...
Managing different Brands in Tourwriter
For customers who sell itineraries via different brands you can setup and configure design elements to manage the branding of your itinerary publishing and booking emails. You can define these elements in a brand: Organisation display name Colour ...
Managing different languages in Tourwriter
Maintain and display itinerary content in multiple languages, catering to diverse markets. Key Benefits: Efficiency - Quickly translate itinerary descriptions and app labels without manual effort. Global Reach - Cater to international markets by ...
Edit Option name after adding to an Itinerary
Users can edit the name of a Option once the Item is in the Build tab. The edited Item name will display in all areas of the application including the Pricing, Booking, Payments and Preview tabs. This feature is useful for generic products in your ...
Xero integration for Incoming payments
When the Xero integration is active some Incoming payment fields are synced from Xero and are no longer editable in Tourwriter. You can only edit synced fields in Tourwriter when the Xero invoice is still in Draft. These Incoming payments fields can ...
Xero integration for Supplier payments
Customers can use the Xero integration to create Bill payments for easy processing of supplier payments and/or to reconcile bank statements to itinerary supplier payments. The integration works by first sending supplier payments to Xero to create a ...
How to import supplier rates using the CSV export template
Users can import future rates for a Supplier if the supplier already has rates loaded for Products with Options. When importing rates they are mapped to existing products and options using the ProductID and OptionID. The import requires a template ...
Getting Started – Organisation and Default Settings
This article guides you through the Settings and Defaults sub tabs in the Organistion settings area, accessed via the left side bar. These tabs allow admin users to manage your general organisation settings, subscription, add default images, logos ...
How to add an image as an attachment
If you want to share something with a traveler as part of their itinerary, like a train ticket or map, you can do this by adding an image file as an attachment. The traveller can access the image file by clicking the attachment link or the file will ...
Add another product to a product
Customers who add 2 or more products from the same accommodation Supplier to a day and only want to display these on a single Postcard (and therefore only one Bubble on the Build tab) you can use the Add another product feature to combine the ...
Xero integration for Tourwriter
For customers who use Xero as their business accounting software, you can automate a lot of transaction reconciliations by using the Xero integration for Tourwriter. Once the integration is enabled Incoming payments and/or Suppliers payments can be ...
Manage your your tasks template list in Organisation
In your Organisation settings, you can create routine admin or sales tasks as a predefined task list. It allows you to create a templated list of consecutive tasks for a certain task flow that you can add to individual itineraries. Create a task list ...
Creating Supplier Services on the Itinerary Builder
When you build an itinerary in Tourwriter, creating a supplier and adding multiple products to the supplier can slow down your itinerary building process. Especially when you are working with one-off suppliers that you are using for the first time ...
Agencies
Agency management in Tourwriter lets you keep track of unique agency business relationships. Agencies may refer to an overseas travel agent, a retail or home-based travel agency, or any other business partner that you may sell to. The Agency ...
Create a task
There are a number of fields available to help you ensure your task is as detailed as you need it to be. They are detailed below: Field Explanation Task name A short headline of your task goes here, this shouldn’t be longer than a sentence Task type ...
When will the monthly fee be charged?
The Tourwriter base fee (Tourwriter Plus) or per user fee (Tourwriter One) is charged on your monthly anniversary of sign-up. For example, if you signed up on the 14th of May, you will be charged on the 14th of every month going forward.
What happens to an itinerary that does not have prices added?
If an itinerary has a sales value of $0 you will not be able to confirm it. If you sell itineraries without pricing, you do not require booking functionality and you do not want to pay a success fee on confirmed itineraries then our Tourwriter One ...
The Itinerary Advanced Search Feature
Categorise and fetch your itineraries in Tourwriter with ease using the itinerary advanced search feature. This feature includes searching itineraries by tags, locations, currencies, number of travellers, the travel duration and more. Note: With the ...
Refreshing services in your itinerary
In Tourwriter, any changes you make to a supplier or product record (such as edits to the description, location or images) do not automatically show in any existing itineraries where these services had already been added prior to the edits being ...
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