Tourwriter General Help Articles
Import Suppliers
The Supplier import feature lets you create a new Supplier by importing the basic supplier information, using a CSV file template. You can then manually create a Product for the newly imported Supplier. Suppliers for each supplier type are imported ...
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 ...
Getting Started – Profile
Your profile is where you can add your profile image, change your password. Grab your Classic key and set up fields that go on the itinerary footer. My Profile The Profile icon presents two subtabs, the My Profile subtab and the Footer Setup subtab. ...
Preview your itinerary (Final template)
The Preview tab allows you to preview and customise the itinerary presentation before sharing it with your customers. Customise itinerary display When creating a new itinerary it will have your organisations default display settings. These can be ...
Exporting supplier payments to CSV for accounting reconciliation
The Export payments function means you can export supplier payment data from an Itinerary into a CSV file ready for uploading to accounting software such as Xero. You can then either reconcile payments already made or create bank payments via your ...
Preview your Itinerary (Postcard template)
The Preview tab allows you to preview and customise the presentation before sharing it with your customers. Users have the option to Customise itinerary display via the share settings and also change the postcard layout using the Edit item Change ...
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 ...
Itinerary payments
The itinerary Payments tab provides access to the Incoming payments and the Supplier payments sub tabs. Incoming payments Tourwriter lets you record incoming payments from travellers in a dedicated payments table titled Incoming Payments. This ...
Making Bookings and Emailing Suppliers
The Booking feature in Tourwriter lets users send booking requests and assign booking statuses to each itinerary booking. You can group or ungroup itinerary bookings before sending them to the Supplier. This article introduces you to the Booking ...
Exporting an Itinerary Summary
Tourwriter allows you to export an itinerary summary to a customizable PDF file that provides an itinerary outline or overview of the services included. Your PDF export can be configured to include/exclude certain aspects of an itinerary, making the ...
Display price
The Display price function allows a User to easily override and Fix a display price which is visible to the traveller when sharing an itinerary or exporting to PDF. The Display price feature is useful to ensure the traveler price does not dynamically ...
The Getting Started Guide
Welcome to Tourwriter by Tourwriter! We’re so pleased to have you onboard. Getting Help You can reach out to us through our Tourwriter Chat functionality or email us at support@tourwriter.com. Access FAQs in the chat box as shown below: Or simply ...
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 ...
Resource Library
With the resource library feature, save item descriptions to your library to reuse in your itineraries later. You can edit the items saved to the resource library and thus keep it up-to-date. Accessing the Resource Library Access the Resources tab ...
Supplier Pricing
Automation of itinerary pricing automation starts with supplier rate management. In Tourwriter you can set up Supplier rates for new and existing Suppliers in your Tourwriter Supplier database allowing automatic pricing when building itineraries as ...
Creating Itineraries
This article will help you understand how to create a new itinerary, which can be accessed after clicking Itineraries in the main sidebar. Creating new itinerary A new itinerary is created by clicking the Create itinerary button in the top right ...
Sharing an Itinerary
You can share an itinerary with travellers or other stakeholders using either a public or private link. The share dialog lets you control exactly which sections and details are visible in the shared view. Public vs private sharing Public link Anyone ...
Getting Started – User Roles
Tourwriter has four user roles: Admin, Manager, Agent, and Traveller. Each role controls what a user can see and do within your organisation. This article covers the staff roles — Admin, Manager, and Agent — and how to manage your team. The four ...
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 ...
Exporting Itineraries to PDF or Word
You can export an itinerary as a PDF or a Word document (which can also be used as a GDoc). The export dialog lets you choose exactly which sections and details appear in the exported file. PDF vs Word export Export as PDF Full formatting and icons ...
Agency commission Settings Explained
When creating agency records in Tourwriter, you have the option to assign agent commission settings for each agency you work with. The commission settings you assign will automatically calculate your agent’s commission or markup for any itineraries ...
Creating and managing Suppliers
This article introduces you to the Suppliers area in Tourwriter. Here you will create and manage suppliers that you use in your itineraries. Your database comes with a range of pre-populated suppliers to help you get started. Exploring the Suppliers ...