‘Lookup Items’ are required for many modules of the Merac back office software, where the contents of dropdown menus can be user-defined. Each of the ‘Lookup Items’ must belong to a ‘Lookup Group’, the name of which corresponds to the specific dropdown menu you are trying to add to.
Please note, not all dropdown menus are user-defined, some have fixed content which cannot be amended in the Merac back office software.
Commonly used ‘Lookup Groups’ you are often required to add ‘Lookup Items’ to include:
Account Flags, Account Source, Account Type, Booking Source, Booking Types, Session Types, Session/Tour Leaders.
The dropdown menus that you can control can be found and amended as detailed below:
- 1. Click on ‘Setup’.
- 2. Click on ‘System’.
- 3. Double click on ‘Lookup Items’.
- Select the required ‘Lookup Group’ from the dropdown.
(in this example we will select the ‘Lookup Group’ called ‘Booking Types’)
- Click on the ‘New’ icon here to add a new ‘Lookup Item’ (to the selected Lookup Group).
- Enter a ‘Code’ (e.g. CO) and the required ‘Description’ for the new ‘Lookup Item’ (e.g. Corporate Bookings).
- Click ‘Apply’ to add the new ‘Lookup Item’.
- Repeat as required until all the items have been added.
- Click on ‘Close’ once you have finished adding all the required Lookup Items.