🔐 Required Role Permissions: Resource Allocations
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
📗 TIP
To learn more about resources, read our article How to Use Resources and Resource Groups.
Default Columns
Default Columns
Customer - shows the name of the person for whom the booking was made
Status - refers to the current status of a booking:
Status | Description |
Pending | the order is being processed; an order must be processed in the course of a timeout period. Once the timeout runs out, the order expires and a new one must be placed. The duration of a timeout period can be set in Supplier Settings > Edit Supplier > Order Timeout (mins). |
Expired | an order took too long to process; a new booking is required. |
Balance Due | the booking was not paid in full |
Confirmed | the booking was purchased but not yet redeemed |
Cancelled | the booking was annulled |
Part Redeemed | bookings with multiple includes (packages) where only some of the includes have been redeemed |
Redeemed | tickets in the booking have been used; orders made through a Point of Sale are automatically redeemed because they are sold as entrances. |
Upgraded | the original booking was changed to a new, more advantageous one; upgrades to a product are added in Products > Products > [select product} > Comparisons (Up-sell). |
Duplicate | reseller reference was introduced twice; for example, a booking comes in through Direct API but it is not scanned because there is no coverage. The moment it is reconciled, the booking is assigned the same reference. To avoid it being counted double, the system marks this as duplicate and they can be merged. |
No-show | you have the option to mark a booking as ‘No-show’ when a customer does not show up for the tour |
Pending Confirmation | if the ‘Operator Confirmation Required’ checkbox is ticked on the product detail page (Products > Products > [select-product} > [press-pen-and-paper-icon}), a booking with this product remains in this status until it is confirmed by the operator |
Rejected | operator rejected the booking; cancel and refund the booking. |
Product - the name of the product purchased
Resource Group - the name of the resource group the assigned resource belongs to
Resource - the name of the assigned resource
Resource Operator - the operator assigned to the resource
Resource Tags - the tags assigned to the resource
Allocated From Date - date when the tour with the assigned resource begins
Allocated From Time - time when the tour with the assigned resource beings
📗 TIP
Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the adjustments table enables you to perform a number of additional functions.
Actions
Search bar - filter the allocations table, using any parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
📗 TIP
To learn more about saved searches, read our article Working with Saved Searches.
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple allocations and press to apply an action on your selection; options include
Bulk Action | Description |
Delete All | select one or multiple lines to delete allocations |
Show Columns - press to add new columns, or remove existing ones from your current view
📗 TIP
The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the allocations table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the allocations table
📗 TIP
To learn more about reports, read our article Working with Charts and Reports.
Report function | Description |
Total | sum of values |
Minimum | the lowest value |
Maximum | the highest value |
Average | the sum of values included in the report divided by their count |
Count | number of the selected parameter |
Available Columns
See the How to Use Table Columns for the complete list.