Internal Notes for Services in Softrip

Internal Notes for Services in Softrip

Overview

Internal Notes can be loaded against a service in Softrip to provide important operational information for internal users. These notes are visible in shop results, the cart, and existing reservations, but are never displayed to external users or on customer-facing documents.

Purpose of Internal Notes

Internal Notes are intended to assist internal teams by providing details such as:

  • How to report issues with a service

  • How to request space for a service

  • How to book a service (especially for interface hotels)

  • Supplier contact information

  • Any other operational or process-related information

Notes support HTML formatting, allowing for bold, italic, underline, bullet points, and other enhancements for clarity.

Visibility of Internal Notes

  • Shop Results: Internal Notes are displayed for relevant services during the search process. (Image 1)

  • Cart: When a service with an Internal Note is added to the cart, the note is shown. (Image 2)

  • Existing Reservations: Internal Notes are visible when viewing reservations that include the service. (Image 2)

Image 1

image-20251006-184137.png

Image 2

How to Load Internal Notes

Internal Notes are managed through the Supplier Amenities area in Softrip. This ensures notes are linked at the service level and remain internal-only.

Required Fields for Internal Notes

  • Supplier ID: The ID of the supplier the note applies to.

  • Service ID:

    • Use "0" to apply the note to all services under the supplier.

    • Use a specific Service ID to apply the note only to that service.

    • For interface hotels (such as HBSi or SynXis), the Service ID format is: [Interface][InterfaceSupplierID][RoomTypeCode]-[RatePlanCode] (Example: HBSI-96988-SE5-MF1)

  • Type: Set to INTERNALNOTE.

  • Description: The content of the note, which can be plain text or formatted using the HTML editor.

  • Image and Title: Not required for Internal Notes.

Example Data Entries
Supplier ID: [SupplierID]
Service ID: 0
Type: INTERNALNOTE
Description: Example internal note for all services under this supplier.

Supplier ID: [SupplierID]
Service ID: [SpecificServiceID]
Type: INTERNALNOTE
Description: Example internal note for a specific service.

Technical Details

  • Internal Notes are retrieved by the pricing engine for shop results and when loading reservations into the cart.

  • The Service object in Softrip includes a property for Internal Notes, similar to About and Popup properties.

  • The amenities type INTERNALNOTE must exist in the CodeList. To add it, use:
    INSERT INTO CodeList VALUES('AMENITIES', 'INTERNALNOTE', 'Internal notes for a service')

Additional Information

  • Internal Notes are only visible to internal users.

  • These notes are not included in any customer-facing documents or external interfaces.

  • For more details on how notes are displayed, use the “More Details” button in shop results.

For further assistance with Internal Notes, please contact your Softrip administrator or support team.

 

For more information, see the related Jira issue: https://softrip.atlassian.net/browse/SSM-10586