Orders: Difference between revisions

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- '''Flight''' - For flight booking requests

| style="width:40%; vertical-align:top;" |

| style="width:40%; vertical-align:top;" |[[File:Screenshot 2026-08-04 at 11.07.33.png|thumb|When you have no existing orders, button is located bottom centre.]][[File:Screenshot 2026-08-04 at 11.08.41.png|thumb|Button moves into the header when you have existing orders.]]

[[File:Screenshot 2026-05-06 at 11.21.54.png|thumb| When you have no existing orders, button is located bottom centre.]]

[[File:Screenshot 2026-05-06 at 11.38.33.png|thumb|Button moves into the header when you have existing orders.]]

|}

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=== Search ===

Filters saved orders by ~~title~~.

Filters saved orders by order name.

=== Refresh ===

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Each entry displays:

- Order ~~title~~

- Order name

- Order type tag ('''Accommodation''' or '''Flight''')

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=== Import ===

Imports order data from a previously exported XLSX or CSV file. The system automatically detects whether the file contains Accommodation or Flight data and populates the corresponding form.

Imports order data from a previously exported XLSX or CSV file. The system automatically detects whether the file contains Accommodation or Flight data and populates the corresponding section form.

==== Accommodation Import ====

Imports hotel details, guest room assignments, check-in/check-out dates, room types, and booking references. Creates a new hotel in the itinerary and associates it with the imported order. Validates guest names against ~~known users~~, date formats, and room date logic.

Imports hotel details, guest room assignments, check-in/check-out dates, room types, and booking references. Creates a new hotel in the itinerary and associates it with the imported order. Validates guest names against current itinerary members, date formats, and room date logic.

==== Flight Import ====

Imports flight details including airline, cabin class, flight number, departure/arrival airports and dates, and passenger list. Creates a new flight in the itinerary and associates it with the imported order. Validates passenger names against ~~known users~~, airport codes, date formats, and cabin class values.

Imports flight details including airline, cabin class, flight number, departure/arrival airports and dates, and passenger list. Creates a new flight in the itinerary and associates it with the imported order. Validates passenger names against current itinerary members, airport codes, date formats, and cabin class values.If validation errors are found during import, they are displayed in a dialog showing a spreadsheet preview of the imported data with errors highlighted, allowing the user to identify and fix issues before re-importing.

If validation errors are found during import, they are displayed in a dialog showing a spreadsheet preview of the imported data with errors highlighted, allowing the user to identify and fix issues before re-importing.

[[Itinerary Section Template Import|Itinerary Sections Import Guidelines]]

== General Form Fields ==

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== Accommodation-Specific Fields ==

=== Select ~~Pending Hotel~~ ===

=== Select Accommodations ===

Selects an existing ~~pending~~ hotel/accommodation item from the itinerary.

Selects an existing hotel/accommodation item from the itinerary.

When selected:

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- Guest data can be included in the generated PDF

~~# Only hotels currently marked as '''Pending''' are available.~~

=== Number of Rooms Required ===

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This helps prevent accidental data loss.

| style="width:40%; vertical-align:top;" |

[[File:Screenshot 2026-05-06 at 11.49.46.png|thumb|Example: Draft order]]

[[File:Screenshot 2026-05-06 at 11.58.44.png|thumb|Multiple orders view with type tags]]

|}

[[Category:3.4.1]]

[[Category:Excel]]

@@ Line 20: / Line 20: @@
 - '''Flight''' - For flight booking requests
-| style="width:40%; vertical-align:top;" |
+| style="width:40%; vertical-align:top;" |[[File:Screenshot 2026-08-04 at 11.07.33.png|thumb|When you have no existing orders, button is located bottom centre.]][[File:Screenshot 2026-08-04 at 11.08.41.png|thumb|Button moves into the header when you have existing orders.]]
-[[File:Screenshot 2026-05-06 at 11.21.54.png|thumb| When you have no existing orders, button is located bottom centre.]]
-[[File:Screenshot 2026-05-06 at 11.38.33.png|thumb|Button moves into the header when you have existing orders.]]
 |}
@@ Line 74: / Line 72: @@
 === Search ===
-Filters saved orders by title.
+Filters saved orders by order name.
 === Refresh ===
@@ Line 84: / Line 82: @@
 Each entry displays:
-- Order title
+- Order name
 - Order type tag ('''Accommodation''' or '''Flight''')
@@ Line 150: / Line 148: @@
 === Import ===
-Imports order data from a previously exported XLSX or CSV file. The system automatically detects whether the file contains Accommodation or Flight data and populates the corresponding form.
+Imports order data from a previously exported XLSX or CSV file. The system automatically detects whether the file contains Accommodation or Flight data and populates the corresponding section form.
 ==== Accommodation Import ====
-Imports hotel details, guest room assignments, check-in/check-out dates, room types, and booking references. Creates a new hotel in the itinerary and associates it with the imported order. Validates guest names against known users, date formats, and room date logic.
+Imports hotel details, guest room assignments, check-in/check-out dates, room types, and booking references. Creates a new hotel in the itinerary and associates it with the imported order. Validates guest names against current itinerary members, date formats, and room date logic.
 ==== Flight Import ====
-Imports flight details including airline, cabin class, flight number, departure/arrival airports and dates, and passenger list. Creates a new flight in the itinerary and associates it with the imported order. Validates passenger names against known users, airport codes, date formats, and cabin class values.
+Imports flight details including airline, cabin class, flight number, departure/arrival airports and dates, and passenger list. Creates a new flight in the itinerary and associates it with the imported order. Validates passenger names against current itinerary members, airport codes, date formats, and cabin class values.If validation errors are found during import, they are displayed in a dialog showing a spreadsheet preview of the imported data with errors highlighted, allowing the user to identify and fix issues before re-importing.
-If validation errors are found during import, they are displayed in a dialog showing a spreadsheet preview of the imported data with errors highlighted, allowing the user to identify and fix issues before re-importing.
+[[Itinerary Section Template Import|Itinerary Sections Import Guidelines]]
 == General Form Fields ==
@@ Line 241: / Line 239: @@
 == Accommodation-Specific Fields ==
-=== Select Pending Hotel ===
+=== Select Accommodations ===
-Selects an existing pending hotel/accommodation item from the itinerary.
+Selects an existing hotel/accommodation item from the itinerary.
 When selected:
@@ Line 251: / Line 249: @@
 - Guest data can be included in the generated PDF
-# Only hotels currently marked as '''Pending''' are available.
 === Number of Rooms Required ===
@@ Line 353: / Line 349: @@
 This helps prevent accidental data loss.
-| style="width:40%; vertical-align:top;" |
+| style="width:40%; vertical-align:top;" |[[File:Screenshot 2026-08-04 at 11.11.05.png|thumb|Example: Draft order]][[File:Screenshot 2026-08-04 at 11.19.48.png|thumb|Multiple orders view with type tags]]
-[[File:Screenshot 2026-05-06 at 11.49.46.png|thumb|Example: Draft order]]
-[[File:Screenshot 2026-05-06 at 11.58.44.png|thumb|Multiple orders view with type tags]]
 |}
 [[Category:3.4.1]]
+[[Category:Excel]]