Mass Add/Remove Optionals

The Mass Add/Remove Optionals menu allows users to add or remove services that have an Item Role set as “Optional” or “Optional Checked” from Reservations that are booked under that Product.

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When this menu is selected the system will show the earliest Departure’s Services Dates

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Users should be mindful of this and can use the filters icon to change the Departure Date to the Date they need to add these services

Once the correct Departure Date is selected users can select “Search” and the grid will repopulate with the correct Service Dates and available Services.

Adding an Optional Service

Once the Dates are correct the user can select the Optional Service they want to add and then select “List Reservations” . The system will repopulate the below grid with Reservations that have that Departure Date

Users will use the checkbox to select which Reservations need to have this service booked. They can then select “Apply Changes”

The system will then create an “Add” Product History Record that users will need to run under the Mass Changes → Process Mass Changes menu.

Select this Product History Record and select “Get Reservations” at the bottom of the page

This will return a menu with a list of all Reservations that were previously selected on the Mass Add/Remove Optionals menu. The user should select all of those Reservations and select “Apply Changes” to add that Optional Service

Deleting an Optional Service

Users can delete an Optional Service by using almost the exact same steps as provided above. When users select the Service they need to remove and select “List Reservations” they will see the “Booked” checkbox is checked

To create a “Delete” Product History Record they will uncheck the blue checkbox and select “Apply Changes”

When users open the Process Mass Changes menu they will see the “Delete” Product History Record to remove the Optional Service from those Reservations