Tour / Departure - Output - creating, printing, uploading
Once a Departure has been created you can
- view the paperwork outputs for the Departure
- store the outputs in readiness to email it to the client (eg Itinerary, and then push it to the mobile app) or Provider (eg rooming list)
- print the outputs (eg bag labels, guide list) or in the case of the Itinerary, push it to the mobile app
- even upload and store versions of paperwork created outside of Odyssey, for your own records
To view Output - Reservations level
From the Main Menu | Departure screen, click on the Output|Emails tab
A list of output options appear.
The list provides a Description of the output which kind of recipient it is intended for (Client, Depot, Guide, Internal, Provider), when it was last stored, and some commentary about the form.
Also, there is a view field to the left of the row, which allows you to view this item of paperwork for the Departure you are on.
Hover over the form you wish to view, and when it goes orange, click it
A initial preview of the document (in this case, a booking form) will appear next:
Note that a line stating the deposit price has been included on the form by default. This can be hidden by clicking the orange button which says Click to hide the deposit, and turned back on again by clicking the Click to print the deposit button
Click the Preview all clients button view the paperwork layout for all bookings on the Departure
Clicking the Preview button takes you to a beautifully formatted, consolidated (no blank lines as in the previous screen) document.
Note: If the formatted report doesn't appear, it could be that your computer's browser is set to prevent Pop Up's. See our support document on Setting Up Your Browser, or contact us, for help.
Learn more about managing files in Preview Here
To Store this document in preparation for emailing it
Attachments can be emailed from the Departure's emailing tab. To store the attachment, in preparation for attachment to an email, click the Store button
Learn more about emailing attachments Here
Multiple versions of your output documents can be stored. Learn more about storing multiple versions of output Here
To view output - Depot level
From the Departure | Details tab, select an output option from the drop down list
Printing Paperwork and Obtaining Output
To print an Output document
Click the printer icon at the top right hand side of the window, check the printer settings, then click Print
To download this Output to your computer
Click the down arrow icon at the top right hand side of the window, change the Document name if required, and take a note of where the document is going to be stored. Change the location if necessary, by clicking on the blue arrows. Click the Save button
For more output options, click the three 'traffic light dots' button
or, for an alternative method of downloading your document, learn about Multiple versions of paperwork documents Here
- Tick the ' Two page view' setting to display your paperwork with two pages side by side on your screen, rather than one
- Annotations are comments and highlights often used in .pdf's. They are unlikely to be used in pdf's created by Odyssey.
- Tick the ' Present' option to take your output into full screen mode. Use the 'escape' key on your keyboard to return to normal mode.
- Tick the ' Document properties' option to view the properties of the document, e.g. what size is the output, what file format, etc.
Uploading versions of Paperwork created outside of Odyssey
Document 1 and Document 2
- Odyssey provides you with the ability to upload, store, and email, two unspecified documents of your own choosing. These documents could be stored on your hard drive (or cloud solution). We have named these Document 1 and Document 2, but the labelling of these documents can be changed in system settings.
- Both reservations users and depot level users can upload documents to use here. Your business could use these document placeholders for vouchers from providers, such as a boarding pass, pre-paid ticket, or gift voucher, or for emailing signed copies of documents to clients.
On either Doc1 or Doc2, after you have uploaded your image into this regular pop-up window, you'll also have the option to 'Push' it to the App as well.
If the WHOLE Itinerary has not yet been pushed, this will give you an error message and tell you to do that step INSTEAD. (eg; you would not have to come back here and do this step as well... since that is already part of the main 'push' option.)
Other pieces of output
- Any of the other output records can also be used to upload manually created versions (outside of Odyssey) for attachment to emails
Uploading and storing
In the example below, we have used the Itinerary, but it could be any document.
- From the Output menu, click the "Manually add a PDF" button on the line which represents the kind of document you wish to upload, e.g. Itinerary, or Document 1, Document 2, etc.
- If there are already files uploaded to the workspace, the "Manually add a PDF" button will reflect how many versions of the document are stored, and the last time the document was stored. Go ahead and click it anyway.
- A new window will appear, listing any previously stored files. Click the "Upload a PDF" button
- Click the Choose file button to enable you to browse your computer to locate the file you wish to upload
- When you have located the file, select it, and click the Open button
- Then click the Upload button
- Your document is now stored. Optionally, you can add a note to record why this version of the document was created or stored.