TABLE OF CONTENTS


Information tree overview

The information tree is where you store and organise information about operators and products. Information can be added or edited at three levels: category, operator or product. You can also filter information for one or all regions. 


Screen shot of information tree and notes


  • Click the + or - next to a category or operator heading to expand or collapse the tree or click the actual heading to expand and double-click to collapse.
  • Set up a category with a * before the name, such as *Popular, and this category will always be expanded to show the operator headings (Tip: this can only be configured from the Ticketing products screen).
  • If you set up an operator with a * before the name, the operator will always be expanded to show all of their products when you log on or return to the default view.
  • Clicking a product will bring up the options in the ticket details section of the screen ready for a new ticket.
  • Right mouse-clicking on an operator or product will pop up a menu.
  • Refresh search results by typing REFRESH in the search box and pressing ENTER, or use the refresh button Picture of refresh button. Always refresh after changes are made to products or operators.


Filter search results by region

Regions are used to group products by their location, making it easier to find appropriate activities/accommodation in specific areas. Regions can be defined to suit your requirements i.e. you may wish to have Northland, or Auckland, or Central Auckland depending on how much you want to separate out the operators. Bear in mind the point of regions is to make your life easier – so do not get too carried away and end up with lots of regions with only a few operators in each!


Some tips for working with regions in the information tree:

  1. Create a New Region
    To add a new region, right-click on the product and select Edit product. Type the new region in the Region setting. Once saved, the new region will display in the Region drop-down list. A region will only exist in the drop-down list if at least one product has that region set.

  2. Change a Region for a Product
    Move a product to a new region by right-clicking the product and selecting Move to region, then select the new region from the list.

  3. Set a Default Region
    Set a region to display in the tree whenever the screen is loaded or refreshed under the Global settings > Reservations tab. Enter your desired location in the Region field. NB: you must have the region setup against at least one product before you can set it as default.

  4. Show Operators in All Regions
    Clear the Region box by selecting the region text and pressing the delete key, or choose <<All Regions>> from the top of the Region drop-down list.

  5. Find a Product with No Region Set
    If a product does not have a region set it will only show in the tree when filtered for all regions.

     

Search for products

You can quickly find a particular product or operator using the Search facility in the Ticketing screen. When you type a word into the Search box and hit Enter, the information tree will filter results to show operators, products and keywords matching your search criteria.


Search Tips:

  • Keep the search text brief because the product will not be displayed if it does not contain all words entered into the search box. E.g. "Swing" if you are searching for "Shotover Canyon Swing".
  • Enter part words if you are not sure of the full name or how it ends. E.g. "Shot" would find "Shotover Canyon Swing". 
  • Do not use words like The in your search.
  • Use keywords when setting up products (e.g. 'rain' or 'family') and these products will appear in your search results when the keyword is used.


Group products in categories

Grouping your products into categories allows you to find what you need very quickly. Like regions, you can set up any categories you like, but some examples to get you started might be Popular, Adventure, Accommodation, Transport.

You can create a new category either when adding a product or by editing an existing product. Once saved, it will be set for that product and saved in the list for other products to be set to it.

Category tips:

  1. Create a New Category
    Right-click on the product and select Edit product and type the new category in the Category box and click Save, or enter it in the Add New product wizard as you are setting it up.

  2. Move Product to Another Category
    Right mouse-click on the product in the information tree and select Move to category, then select from the list.

  3. Rename a Category
    Right mouse-click on the category that you want to rename in the information tree and select Rename category, then enter your new category name and click OK. All products in the original category will now be in the new category.

  4. Delete a Category
    To remove a category, it must have no products set to it. Once you have shifted all operators from under a category heading it will be removed automatically. To shift all products from on category to another quickly, we recommend you use the Ticketing products screen.

Contact group overview

You can assign your own contact group which behaves like a rating system for operators you have setup in your information tree. This allows you to easily see their grouping in the information tree and even allows you to filter searches for operators by their contact group. This is ideal if you need a further grouping level over and above the standard category you assign to products. You can use contact groups to identify operators who have paid for advertising within your premises or to even sort based on commission rates.


Operator rating shown in tree (contact group)


Assign a contact group to an operator

Contact groups are created through the process of assigning a rating to an operator (see section below). Consequently, a grouping must be in use for it to exist; if no operators have a group assigned to them it will no longer appear.

  1. Go to the information tree in the Ticketing screen under the Reservations menu.

    Right click on operator in tree and select Edit Company

  2. Right-click the operator that you want to rate and select Edit company  
  3. The Manage Product window opens with the Company tab showing.
  4. In the Group field either select an existing grouping or enter a new group name by entering a letter or a number representing the priority followed by a description e.g. A <10% (note only 2 characters will display on the Information tree so keep your group name restricted to letters or numbers.

    Add operator rating

  5. Now when you view the operator and their products in the ticketing tree the priority will show along the right side of it, as shown below.

    Operator rating shown in tree (contact group)


Filter the information tree by the contact group

  1. Go to the information tree in the Ticketing screen under the Reservations menu.
  2. Right-click Refresh button and choose the rating that you want to filter by:

    Right click refresh button to filter by Operator Rating

    To filter by more than one group, repeat steps 1 and 2 (you can only add one group to the filter at a time). The filtered groups are indicated with a tick.
  3.  Now only the operators in the selected groupings will be visible.


Clear a contact group filter

  1. Go to the information tree in the Ticketing screen under the Reservations menu.
  2. Right-click Refresh button and select Clear filters.

    Clear filters on operator ratings in ticketing tree
  3. The information tree reverts to all operators.


Sort your information tree by the contact group

  1. Go to the Global Settings screen and open the Ticketing tab.
  2. Tick the Sort ticketing tree by contact group checkbox.
  3. Click Save and Close.
  4. Back in the information tree, the operators will be ordered alphabetically by rating (also ordered alphabetically) within a category. Operators with no rating will be listed first.