Self-operated excursions are created according to the common scheme. The process begins with choosing the necessary category and entering general information about the excursion.
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Information
>> Added info Creating a New Excursion
To add information about a new excursion,
On the Self-operated products menu, click Excursions.
On the Excursions page, click Create. The New excursion window appears:
On the New excursion page, specify the following information:
Product: select the product type City Tour or Extreme tour.
Name: enter the name of the excursion.
Supplier: select the excursion service supplier.
Excursion type: select if the excursion is shared or private, walking or off-cite.
Transaction currency: select the currency to use for settlements with the service supplier. The selected currency will also be used for configuring tariffs, price-lists, etc.
Duration: specify the excursion duration - approximate time the excursion will take.
Departure and destination location:
Click Add to specify the departure and destination points for an excursion. Within the pop-up window either type or select from the list the required city name and then the location - a hotel or a place in the city. Note that both departure and destination points are mandatory:
In case you pick up tourists at several different points (for example this is a hop on-hop off tour that collects passengers from several hotels), you can add another departure location.
To add another departure location, in the Departure location form, click Add. The Departure location window appears. However it contains minor changes:
Fill in the required boxes the way it is described above. Locate mouse pointer into the Shift in time box and specify the time shift of the departure as compared to the departure time from the previous location.
Assume you plan to get tourists at several locations. When you create an excursion the time shift for the first location is set to 0 by default, while the time shift for the second one should be specified. E.g. distance between the first and the second location is 10km and it takes 15 minutes to get to the second point. In case it should be set to +00:15 as shown in the figure above, that means that the coach brings tourists to the second location in 15 minutes after the first one. And after collecting tourists from both locations the coach will continue it’s route.
Short description: briefly describe the excursion service. The entered description will be displayed on Search Results page.
Description: enter the excursion description. The information entered in the field will be displayed for tourists in the Detailed information on the excursion window. Here we recommend to specify the details of meeting point, whether the additional services are available, etc.
Themes: select the themes of the excursion, e.g. city trip, family, adventure, beach, exclusive, wedding, wellness&active, winter.
After you have finished to fill in all the details click Save. Your excursion will be saved into the system.
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Open the required self-operated excursion.
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.
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 service itself. For example, in case you offer an additional transfer to a hotel from the excursion location, you set a fixed price of $40 for the transfer irrespective of the number of tourists. 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.
Pay attention that in case the price is calculated per tourist, you should specify the tourist type: adult or child.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 excursion categories, click always.
In case you want to restrict the service availability to certain room types, click only when booking the following services.
After you click only when booking the following services, the additional form appears:
Click Add to excursion. The Room types window appears:
In the window, select the services for which you want the additional to be available. Click Apply.
Click Save. The Extra service is added to the list of available Extra services and displayed on the Add. services page.
>> Added Info Uploading photo
Go to the Photo tab to upload the image to illustrate the excursion – how it should appear on search results and within the reservation details.
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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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>> Info added Commission setting
To set up commission plan,
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Choose the excursion type radio-button from the Commission applied for the following transfer types section.
Commission for extra services.
8. Click Save.
>> Added info Penalties setting
To connect a penalty plan to a tariff,
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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.
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. 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.
Click Save.
>> Added info Discounts setting
To connect a discount to a tariff,
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 is equal: 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. 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. 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.
Restrictions on services: specify whether to apply the discount for all trips or only for the selected services. To select the routes on which to apply the discount choose the discount only for the selected services and click Add to excursion. The selection window appears.
Restrictions on tourists: specify whether the discount is applied for all tourists or for groups from … passenger (s), consisting of a particular number of persons only. Click the required option and specify the number of persons in the group if needed.
Click Save.
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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
>> Info added 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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Excursion Code: Specify excursion code included into the allotment;
Service: Specify the service included into the allotment.
3. Specify the number of allocated units in the Quantity group.
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