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Last update - v.8.3

Table of Contents

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  1. On the Self-operated products menu click Tours.

  2. On the Information tab, in the Tourists group, click Create. The New tourist window appears:

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  3. In the New tourist window, specify the following information:

    • Name: type the name of the category.

    • Category: select the category type - whether it refers to adults or children.

    • Default: generally the Adult tourist category is created automatically and set as default. However you can change the default category selecting the Default check box.

    • Age: specify the age range acceptable for the category. (info) Please pay attention that in case you create several tourist categories (e.g. infant, child), the age ranges should not overlap. Thus, in case age range for Infant is 0 to 2, the age range for Child should start with 3 years old.

    • Description: describe the tourist category.

  4. Click Save.

  5. Click Close. The new tourist category is added to the list of available
    categories.

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  1. Open the required tour.

  2. On the Information tab, in the Accommodation group, click Create. The Accommodation window appears:

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  3. In the Accommodation window, specify the following information:

    • Name: locate mouse pointer into the box and type the name of the accommodation option.

    • Type: from the drop-down, select the accommodation type in regard to its capacity, e.g. a single, double, family room, etc.

    • Category: from the drop-down, select the accommodation option category. The category list displays only the entries that your create in the tour directory.

    • Description: locate mouse pointer into the text field and type the tour description to display on the search results.

    • Capacity: specify the room capacity for the accommodation type.

  4. Click Save.

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  • Name: type the name of the Extra service.

  • Category: select the Extra service category. In case there is no suitable option, select Other.

  • Offer this Extra service: In the group, specify the conditions of the Extra service availability.

    • In case you want the service to be available for all event services, click always.

    • Alternatively, in case you want to restrict the service availability, click only when booking the following accommodation.

    • Click Add accommodation. The Accommodation window appears:

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    • In the window, select the required accommodation types. The Extra service will be offered for tourists only in case a tourist books the selected accommodation type.

    • Click Apply.

  • Price per: In the group, specify the method of price calculation: either per service or per tourist. In case you select per service, while creating price- lists for Extra services, you will be asked to specify the price for the Extra service itself irrespective of the number of tourists who books the service.
    In case you select per tourist, the total price for the Extra service is the sum of the prices payed by the tourists who buy the service.

  • Calculation type: specify how the price will be calculated. In case you select by service, the fixed price is paid by a tourist irrespective of the number of days/nights the service lasts for. In case you want to calculate the price depending on the number of days or nights, select by day or by night respectively.

  • Adult/children: specify for whom the Extra service is rendered - whether it is oriented on adults, children, or both age groups.

  • Service provider: specify the organization that provides the Extra service either a supplier or a tour operator.

  • Description: locate mouse pointer into the text field and type the extra service description to display on the search results.

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  1. On the Self-operated products menu, click Tours.

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  2. In the profile of the required tour, go to the Prices tab.

  3. On the Prices tab, in the Tariff group, click Create. The New tariff page appears:

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  4. On the New tariff page, first specify the tariff description:

    • Name: enter the name of the tariff.

    • Contract number: specify the number of contract with supplier related to this tariff.

    • Hide tariff name from client: select the check box in order to hide the name of the tariff from product customers.

    • Description for internal use: locate mouse pointer into the box and enter tariff description. The information entered in the filed is not available for customers and is used for internal aims only.

    • Description: in the text field enter the tariff description. This description will be shown for customers.

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  • Specify price-lists for working with your suppliers and clients.

  • Add corresponding price-lists to the tariff.
    To add a price-list click Add price-list. The Price-lists window appears:

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  • In case you already have created a price-list, select the required one from the drop-down.

  • In case you have not created a price-list previously, select Create price-list from the drop-down. After you click Create price-list, the New price-list window appears:

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Expand
titleExample

If you want to use different rates for work days and week-ends during one season (for example, from September 1 to December 31, 2025) you should create two price-lists with the same duration terms but configured for different days of the week. In the first price-list (for week days) you should select days from Monday to
Friday and select week-ends only in the second one:

  1. Click Save and click Prices for accommodation to proceed to the next tab.

  2. On the Prices for accommodation tab, specify the prices for services:

While adding prices, you can use fixed rates or mathematical functions. In the former case, the cell that is basic for further calculations, is highlighted in gray. When applying functions the basic rules are as follows:

  • Every new room type is considered a basic cell. The basic sell is the sell used for further calculation.

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  • The price of every further board type withing the current room type is calculation the base of the default board type in the group:

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  • The price for children, seniors or any other tourist categories, except from the default one (usually, adult) is calculated form the price for an adult for the same room and board type:

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  • The price for extra bed both for default and additional tourist categories is calculated from the price of the room type the extra bed belongs in compliance with the board type of the room:

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  • Please pay attention that in case you enter the wrong data format, for example, a per cent figure into the basic cell, the system will show "error" displayed in the rate area.

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Creating Original and Pansionate price-lists (price per pax)

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If you want to set separate price-lists for customers and suppliers (not via logic of applying markups, but create absolutely different prices), click Use net price-lists for supplier and gross price-lists for customer. Separate forms for net and gross price-lists appear:

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>>If you want to include taxes for customers and suppliers, then in tariff settings you can select the option "Taxes included".

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If you want to create a new tariff that differs little from existing ones, then in tariff settings you can select the option "Inherit prices from the following tariff" and add only some changes to new tariff.

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>>Connecting Penalties to a Tariff

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  • In case you have previously created a separate penalty plan, select the required one from the drop down.

  • In case you create a tariff first and have no penalty plans created, click Create. The New penalty window appears:

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4. In the window, specify the following information:

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  1. Click Board types to expand the form. The following form appears:

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  2. Opposite a certain board type, select the check box corresponding to the
    required mode of display.

  3. Click Save.

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  1. On the Tariff page, click Terms of use to expand the form. The following form appears:

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  2. Click Add. The Terms of use window appears:

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  3. In the Terms of use window, specify the list of conditions under which the tariff is applied. Specifically,

    • Early booking: the tariff only applies if a customer books a service the
      specified number of days before the service start date.

    • Booking occurs at the day of the specified interval: the tariff applies if a
      customer books a service any day within the specified interval.

    • Min/max duration: the tariff applies if the period of booking corresponds to
      the specified minimal and maximal duration.

Info

You can link the tariff to one, several or all specified conditions. In the latter case the tariff is applied only if all the conditions are observed.

4. Click Save.

>> Creating Discounts

To connect a discount to a tariff,

  1. On the Tariff page, click Discounts to expand the form. The following form appears:

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  2. Click Add. The Discounts window appears:

  3. In the Discounts window, from the Add drop-down, select the item of your choice. Specifically,

    • In case you have previously created a separate discount, select the required one from the drop-down.

    • In case you create a tariff first, click Create discount. The New discount window appears:

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  4. In the New discount window, specify the following information:

    • Name: locate mouse pointer int the box and type the name of the discount
      plan.

    • Discount: specify the amount of the discount. From the drop-down, select whether to calculate the discount in per cents or in currency units. Then locate mouse pointer into the box and type the value itself.

    • Discount period: specify the period when the discount is active.

      • specify dates from … to for discount period;

      • choose one option from the list Apply for discount;

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  • Accommodation type: specify for accommodation types the discount will be applied.

    • Click Add to service. The accommodations window appears:

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    • Select the accommodation types on which to apply the discount.

    • Click Apply.

  • Guests: specify whether the discount is applied for all tourists or for particular tourist categories.

    • Click Add categories. The Guests window appears:

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    • Select the required tourist categories.

    • Click Apply.

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  1. In Price-lists for Add. services group, click Add price-list. The Price-lists for
    Extra services window appears:

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  2. From the drop-down select the item of your choice. Specifically,

    • If you have already created price-lists for Extra services, click the required one.

    • In case you have no price-lists for Extra services created, select Create price-list for Extra service from the drop-down.

  3. The New price-list for add. service window appears:

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  4. On the General information tab, specify the price-list name, as well as the period when it is active and the description.

  5. Click Save and proceed to the Price-lists for Extra services tab.

  6. On the Price-lists for Extra services tab, specify the rates and the availability of Extra services:

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Specify the following information:

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Expand
titleTo create a sub-allotment
  1. Click Create Sub Allotment. The Add Sub-allotment window appears:

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  2. Enter the name of the sub allotment.

  3. Click Save. The sub allotment appears on the sub-allotment list.

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Expand
titleExample

Suppose you have an agreement with the supplier on 25 single rooms of the Standard category to be booked from June 1 to June 30 and all double rooms are offered upon request. To set this number of guaranteed allotments in the system:

  1. Click Create Allotment (see Group 1 in the figure below).

  2. Set the time span from June 1 to 30 (Group 2).

  3. Select the required allotment, category and room type (Group 3).

  4. In the Quantity group, click Limited and specify the number of rooms that you can offer (Group 4).

  5. Click Update (Group 5).

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The number of guaranteed rooms that you set appears on on the diagram:

and in a table report:

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  1. Click Blockout (Group 1);

  2. Select sub allotment, category and room type for which you set blockout
    (Group 2);

  3. Click Set blockout (Group 3.)

  4. To reset blockout click Reset blockout (Group 4). This function permits to
    cancel all previous settings on block-out with saving all other allotments.

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Viewing the List of Tours

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  1. On the Self-operated products menu click Tours.

  2. In the table of tours click the required one.

  3. The Tour page appears:

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  4. Go to the required tab and click Edit to switch to editing mode.

  5. Make necessary corrections.

  6. Click Save.

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  1. On the Self-operated products menu, click Tours.

  2. Open the required tour. The Tour page appears.

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  3. Click Edit.

  4. Clear the Active check-box. The tour will be moved to archive.

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  5. Click Save.
    The deactivated tours are not deleted permanently. They are moved to
    archive and can be restored. To view the list of archived tours, in the table of
    self-operated tours, click Archive:

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    To restore the archived tours repeat Step 1 and Step 2, then select the
    Active check-box and click Save.

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