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Last update - v.8.3 |
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On the Self-operated products menu click Tours.
On the Information tab, in the Tourists group, click Create. The New tourist window appears:
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.
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.
Click Save.
Click Close. The new tourist category is added to the list of available
categories.
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Open the required tour.
On the Information tab, in the Accommodation group, click Create. The Accommodation window appears:
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.
Click Save.
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Open the required self-operated tour.
On the Information tab, click Extra services. The New Extra service window appears:
In the New Extra service window, specify the following information:
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:
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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On the Self-operated products menu, click Tours.
In the profile of the required tour, go to the Prices tab.
On the Prices tab, in the Tariff group, click Create. The New tariff page appears:
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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Let us consider the constituents to be filled in on the Tariff page.
Price-Lists
General information
Click the Price-lists bar to expand the form. The following form appears:
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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:
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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On the General information tab, specify the following information:
Name: locate mouse pointer into the box and type the name of the price list.
Price list is active during: fill in the required information in the table.
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Specifically,
From the Tariff drop-down, select the tariff to connect the price-list to. In case you did not create any tariffs and decided to start with creating other constituent, select the default Standard item.
In the Date from... to... group specify the period of the price-list validity.
In the Min. days and Max. days groups, specify the minimal and the maximal duration of the service to which the price-list will be applied. Thus you can create different price-lists for short-term and long-term trips.
In the Days of the week group, select the days on which the price-list will be applied. For example, you can create different price-lists for week days and week-ends.
To create a copy of the period, click Copy. The identical table line will be created. It may particularly useful in case you create several price-lists with minor differences. It is easier to copy an existing price-list period and make some corrections.
Description: locate mouse pointer onto the text field and enter the price-list
description.
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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  
  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:
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Creating Original and Pansionate price-lists (price per pax)
When configuring Original and Pensionate (price per pax) price-lists, the price per room is set for every tourist separately. A cell with a rate for an adult on a main bed is used to calculate accommodation price for a particular room. The rates for other types of tourists, room types and board types are calculated in
compliance with the above mentioned rules rules. When creating Original or Pansionate price-lists, you need to fill in the rates for every existing room and board type for every tourists category. Locate mouse pointer into the corresponding boxes and type the rate to apply for the calculation for a certain room/board/tourist type.
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Creating Pensionate price-lists (price per room)
With the Pensionate (price per room) price-list you can set one accommodation price irrespective of tourist categories and the number of guests. In such a price-list you can set accommodation prices for every room type. The price for allocation with the basic board type already includes the board type cost. If the hotel provides tourists with additional board types (for example, half board) the accommodation price is displayed separately. When calculating the cost of extra meals that are not included in the accommodation rate, the cell with the extra meal rate for an adult with a standard bed accommodation is used as a basis. Locate mouse pointer into the respective box and type the rates for a certain room type.
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Creating Hotel price-lists (price per room)
For the hotel price-list (price per room) you can specify common prices for every room type irrespective of the tourist categories. The board type price is specified separately. The calculation of board rates for different tourist categories is based on the standard board rates for an adult. On the Prices for accommodation tab, first fill in the data in the Base allocation prices group. Locate mouse pointer into the respective box and type the rates for a certain room type.
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Then, click the Extra charge for board type bar to specify the extra charges for board type. In the Extra charge for board type group, enter the rates for board types for every tourist category. To apply the entered figure to all the board types for a certain tourist category, click the downward arrow symbol. The data entered into the basic cell will be transferred to all other meal types within a certain tourist category.
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Creating Hotel price-lists (price per pax)
For this price-list, the hotel rates for extra meals are the same for all room types and are specified separately from the basic accommodation rates. In this case the calculation of the accommodation rates for different tourist categories and rates for extra bed accommodation is based on the rates for main accommodation of an adult in the room. The calculation of board rates for different tourist categories and for extra bed accommodation is based on the standard board rates for an adult. On the Prices for accommodation tab, first fill in the data in the Base allocation prices group. Locate mouse pointer into the respective boxes and type the rates for room types for every tourist category.
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After the price-list is set, click Save. The price-list is added to the directory and can be used for making up a tariff.
Setting price-lists for customers and suppliers
If you’re going to use only your net price-list (based on your contract with supplier) and add markup for your clients within the settings of your sales channels – then within configuration of your transfer select the option Use the same price-lists for both customer and supplier.
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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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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:
4. In the window, specify the following information:
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Click Board types to expand the form. The following form appears:
Opposite a certain board type, select the check box corresponding to the
required mode of display.Click Save.
Setting Terms of Use
To connect the terms of use to a tariff,
On the Tariff page, click Terms of use to expand the form. The following form appears:
Click Add. The Terms of use window appears:
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.
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On the Tariff page, click Discounts to expand the form. The following form appears:
Click Add. The Discounts window appears:
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:
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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Optional: This discount is applied in accordance with the conditions configured in the "Discounts" section of this tariff; Always: This is discount applies regardless of tariff. |
choose the option from the list Discount type who will be provided by.
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Supplier's discount: A discount that is provided by a supplier and is calculated from the net price; Tour operator's discount: A discount that is provided by a tour operator and is calculated from the gross price. Tour operator's commission is calculated from the net price. |
Accommodation type: specify for accommodation types the discount will be applied.
Click Add to service. The accommodations window appears:
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:
Select the required tourist categories.
Click Apply.
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In Price-lists for Add. services group, click Add price-list. The Price-lists for
Extra services window appears:
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.
The New price-list for add. service window appears:
On the General information tab, specify the price-list name, as well as the period when it is active and the description.
Click Save and proceed to the Price-lists for Extra services tab.
On the Price-lists for Extra services tab, specify the rates and the availability of Extra services:
Specify the following information:
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Please remember, that in order to manage product availability through tags you should list them in the customer contract in the same way. |
Availability tab
Seat allotments settings
With the seat allotments you can indicate the number of seats that are currently available and specify the dates of service booking.
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Set up allotment: set up a number of allotments (guaranteed quotas) allocated to you by the supplier.
Terminate allotment: cease sales for a certain period. For instance, if the supplier recalls the allotment.
Block out: set up periods when the service is not available for booking, for instance, during fairs and exhibitions.
Set release: release is the number of days after the booking when the supplier does not guarantee the allotment and therefore confirmation of the service availability from the supplier is required.
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Let’s consider the following example: |
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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:
The number of guaranteed rooms that you set appears on on the diagram:   and in a table report:   |
All conditions of the availability configured in this block are taken into account during the booking. For example, during the booking of the hotel, single rooms of the Standard category are displayed as available in the search results, while double rooms are displayed as available upon request.
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On the Availability tab, in the Quantity group, click Limited, and then select the required function from the drop-down:
The drop-down list includes three functions:
«+» - add the number of seats specified by the user to the existing allotment.
«-» - decrease the amount of seats by the number specified by the user.
«=» - set the number of seats specified by the user.
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Click Blockout (Group 1);
Select sub allotment, category and room type for which you set blockout
(Group 2);Click Set blockout (Group 3.)
To reset blockout click Reset blockout (Group 4). This function permits to
cancel all previous settings on block-out with saving all other allotments.
Viewing the List of Tours
To view the list of excursions, on the Self-operated products menu, click Tours.
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In some cases, the browser you use may not allow downloading files from external web- |
Viewing/Editing Tours
To view or edit a tour,
On the Self-operated products menu click Tours.
In the table of tours click the required one.
The Tour page appears:
Go to the required tab and click Edit to switch to editing mode.
Make necessary corrections.
Click Save.
Deactivating Tours
In order to deactivate a tour,
On the Self-operated products menu, click Tours.
Open the required tour. The Tour page appears.
Click Edit.
Clear the Active check-box. The tour will be moved to archive.
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:
To restore the archived tours repeat Step 1 and Step 2, then select the
Active check-box and click Save.
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