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 summary report usable for lots of different things.
Export settings
Here are the few simple steps you need to follow to export the Itinerary Summary
- Make sure you have added a logo to the itinerary if you want a logo to be displayed in the PDF.
- Click on the Export button within an itinerary and select ‘’Itinerary Summary’’ from the Export dropdown menu.
- Set the expert settings to include your desired information. See below Export Settings Explained.
- Click on Export as Pdf.
- Save the pdf file to your device.
Export settings explained:
| Order Settings | ||
| Order by | Date:
Orders the itinerary items by their start date and time. |
Type:
Orders the itinerary items by the product type and then by their start date. |
| Item price setting: | |||
| Item price | None
Does not show any pricing on the sheet, |
Total
Shows the total sales price, for each service. (Gross price of the Pricing column). |
Agent
Shows the price as per the agent pricing column. Note: this option is only available if an agent has been added to the itinerary |
| Exclusion and Inclusion Settings: | ||
| Exclude | Include | |
| Subtotal price | Does not show subtotal price. | Shows the subtotal price by Type or Date. |
| Total price | Does not show the total price. | Shows the total Item price for Total or Agent. |
| Incoming payments | General Payments records will not appear in the Itinerary Summary PDF Export. | General Payments records will appear in the Itinerary Summary Export under the “Payments summary” section. |
| Inclusions | Does not show the inclusions for each service. | Shows the inclusions for each service (if they were added to the Supplier-> Product). |
| Booking statuses | Does not show any booking statuses. | Shows the booking status for each service. |
| Supplier addresses | Does not show the supplier addresses. | Shows the supplier addresses, if they were added to the supplier. |
| Supplier phone numbers | Does not show the supplier phone numbers. | Shows the supplier phone numbers , if they were added to the supplier. |
| Confirmation numbers | Does not show any confirmation numbers. | Shows confirmation numbers, if they were added to the booking. |
| Hidden items | Does not show any hidden items. | Shows hidden items, if they were added to the booking. |
| Terms and Conditions | Does not show Terms and Conditions. | Displays Terms and Conditions. |
Tips for exporting common types of reports
If you need an Agent Pricing Report you could use the following Settings:
Order: Type/Date
Pricing: Agent
Inclusions: Include
Booking Statuses: Exclude
Supplier addresses: Exclude
Supplier Phone numbers: Exclude
Confirmation numbers: Exclude
If you need a Supplier Contact List you could use the following Settings:
Order: Date
Item price: None
Subtotal price: None
Total price: None
Inclusions: Exclude
Booking Statuses: Exclude
Supplier addresses: Include
Supplier Phone numbers: Include
Confirmation numbers: Exclude
If you need a Booking Confirmation Sheet you could use the following Settings:
Order: Date
Pricing: Total
Inclusions: Include
Booking Statuses: Include
Supplier addresses: Exclude
Supplier Phone numbers: Exclude
Confirmation numbers: Include
Note: Once the file has been saved to your device, you will also be able to open it in Microsoft Word to manually edit the document further. This might not be available on older versions of Microsoft Word.
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