Tour - Provider / Supplier (with Status)
Are you interested in seeing a seasonal list of tours that your suppliers have been booked for? This feature is for you.
From the Main Menu | Tour | Suppliers menu a list of Suppliers is displayed.
- this list displays
- the Provider name *
- If the Provider is a favourite *
- Provider type
- Location *
* the list can be sorted by Provider name, favourites, and Location
- Filters can be applied to shorten your list so that it only displays:
- specific provider types,
- or those that operate on a specific trail
- A search field is available for you to search for one specific provider
- There is a record count beside the search field
To report on a specific provider's bookings and their status
- click once on any supplier record in the Supplier Tours - with Status list to obtain a list of their bookings, along with their booking status
- This provider specific report, filtered by season, displays the following details of trips booked with them:
- a coloured dot to indicate the Provider Status, e.g. confirmed, waitlisted
- the Short Code of the trip that is booked
- the Date and time at this provider
- the number of bookings on this trip
- the tour Description
- the Reference
- the provider product booked
- the wholesale price
- notes
- guide names are not included on this Suppliers Tours - with Status list, but are listed on the export file, the process for which is described below
- This report is able to be filtered by season
Exporting data from the Suppliers Tours - with Status report
Once you have specified the season you wish to export, the data can then be exported to a .tsv format, so that it can be opened with Excel or Google sheets.
The same data is exported as described above, with the addition of Guide names. The Guide names are only listed if the Guide has been assigned to a Provider on that date (not necessarily a Product), and for the booking status to not be cancelled. If they are not assigned to the Provider, they will not appear in the exported data.
- Click the Export button in the top left corner of the report
- You will receive a message to say All Done, click OK
- You will then receive another message to say Your files are ready for download. Please click the button to download each file.
- Click the large button that says "Odyssey Tours - your provider name.tsv"
- Navigate to your own computer's downloads folder to find the .tsv
- Learn more about importing .tsv files into Excel here
Here is a sample .tsv export file
