Tourwriter General Help Articles
Xero integration for Tourwriter
For customers who use Xero accounting software 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 you can easily send itinerary ...
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 ...
Xero integration for Incoming payments
r customers who use Xero as their business accounting software, you can automate a lot of transaction reconciliations by using the Xero integration for Incoming payments. Once the integration is enabled all saved Incoming payments will automatically ...
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 ...
Calculate commission from gross
This commission type lets you calculate the agent price based on an agent commission which will be subtracted from your gross price. Your gross price will be calculated as per the usual setup of net + markup = gross. Then the agent commission ...
Xero integration for Incoming payments
For customers who use Xero as their business accounting software, you can automate a lot of transaction reconciliations by using the Xero integration for Incoming payments. Once the integration is enabled all saved Incoming payments will ...
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 ...
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 ...
Calculate commission on top of gross
Similar to the calculate commission from gross commission type, the calculate commission on top of gross option fetches the agent commission percentage from the agency commission type setup. With this scenario you will still take home your usual ...
Building Itineraries
This article guides you through building an itinerary in Tourwriter. Adding services to an itinerary After you name your itinerary and choose the travel dates in the Create section of the itinerary, navigate to the Build tab to start adding items to ...
When is a Product Considered an Add-on?
In Tourwriter, we consider a product an add on when the products type differs from the supplier type. Its purpose is to show secondary products that are sold in addition to the main product. For an accommodation supplier that predominantly sells ...
Commission Settings Explained
When creating agency records in Tourwriter, you have the option to assign agent commission settings up for each agency you work with. The commission settings you assign will automatically calculate your agent’s commission or markup for any ...
Overwrite supplier markup
The Overwrite supplier markup setting lets you set a default agency markup percentage in the Default commission setup section of your agency record. The percentage set here will carry across to the itemised pricing table in any itineraries you ...
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 ...
Agency adds markup themselves
This setting is perfect for those agencies that prefer to add their own markup before onselling to the traveller. Itineraries with an agency on this commission setting will display a default agent markup of 0% for each line item while still applying ...
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 or images) do not automatically show in any existing itineraries where these services had already been added prior to the edits being made. To ...
Editing the Description on an Itinerary
In Tourwriter you can edit any description on an Itinerary preview using the item editor thereby overriding the prepopulated Supplier or Product descriptions. The following text is pushed to the Item description section: Text added to the Description ...
How to Confirm or Decline a Booking email sent from Tourwriter
Tourwriter customers can send booking requests via email direct to Suppliers. The Supplier can action these booking requests either by replying to the email or clicking the Respond to this request button if the Supplier Auto Confirmation function is ...
Itinerary inclusions
For customers wishing to provide travellers with a list of included items, Users can enable or disable Itinerary inclusions to appear at the bottom of the Itinerary Preview. To enable Itinerary inclusions: Navigate to the Pricing tab on an Itinerary ...
Can I duplicate an inactive itinerary?
Yes. You will need to restore the inactive itinerary and then duplicate it. You will also need to enter new itinerary dates when prompted.
Cancelling your Tourwriter Plan
Even though we don’t like to see you go, we have introduced an easier way to cancel your Tourwriter subscription. Click Organisation in the Tourwriter navigation bar Switch to the Settings tab. Scroll to the bottom to view the Manage subscription ...
Overwrite supplier markup
The Overwrite supplier markup setting lets you set a default agency markup percentage in the Default commission setup section of your agency record. The percentage set here will carry across to the itemised pricing table in any itineraries you ...
Traveller payments timeline
You can display past and upcoming travelers’ payments on both Postcard and Final itineraries using the Payments timeline feature. This is a simple way of communicating with your customers amounts due and the due dates. The payments timeline is only ...
Change postcard layout
Every Product type has a default display setting that determines the postcard layout when sharing with you travellers. To override the default setting you can override this using the Change layout function. Change layout To override the default ...
Accessing Tourwriter in Multiple Languages
The primary language for Tourwriter is English. The introduction of other languages is on our development roadmap (Spanish, French and German are likely to arrive first). But like all good things, this will take time. At present, you can however ...
What happens with my success fee if my customer cancels their trip after I’ve confirmed the itinerary?
After an itinerary has been confirmed and success fee charged, the success fee will not be refunded. For this reason, we recommend only marking itineraries as ‘confirmed’ once you have received payment from your customer.
Archiving and Restoring Itineraries, Suppliers & More
The Archive and Restore feature lets you archive your itineraries, suppliers and products. You can also restore archived data at any point in time. You can omit an itinerary or a supplier from the main view and still recover it at a later time ...
Accessing Tourwriter in Multiple Languages
The primary language for Tourwriter is English. The introduction of other languages is on our development roadmap (Spanish, French and German are likely to arrive first). But like all good things, this will take time. At present, you can however ...
Can you load a currency that is not listed in Tourwriter?
All official currencies can be added from Organisation settings. Refer this article to know more information. You will not be able to add any virtual or digital currencies like Bitcoin, Doge etc.
Apply an internal reference to your itinerary
Often tour operators wish to use an internal naming convention for their itineraries or keep track of the different proposal versions you’ve created for a client. Naturally, you won’t want to include these details in the itinerary title that shows to ...
Calculate commission on top of gross
Similar to the calculate commission from gross commission type, the calculate commission on top of gross option fetches the agent commission percentage from the agency commission type setup. With this scenario you will still take home your usual ...
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