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Before building any vendor information, there are a few different screens that require certain data to be entered to ensure the correct and complete set-up of the products being sold.
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Under Product Set-Up, the Security → System Settings, select the Product Settings option:
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The following screens should have data entered prior to building any type of vendor information:
Codes
City CodesMarkets
Brands (optional, requires additional setup by Softrip)
Markets
Exchange Rates
Defining Setup Options:
Codes Market Codes
Market Codes are preset values that exist throughout the system and those values allow users to select from a drop down list.
During the initial set-up of the product, additional codes do not need to be created outside of the pre-built options; however, it is ideal for users to become familiar with this screen to understand where this information is pulling from.
If building tours, users will enter Tour IDs under “TOURS” in this area.
City Codes
City Codes house cities, airport codes, and country codes. While building vendor information, there is an opportunity in product to build these destinations on the fly; however, to ensure all pertinent destinations are options during the build process, users should review the city codes screen.
Currencies/Exchange Rates
Users can set-up “Cost,” “Quote” and “Pay” currencies/exchange rates in the product system. These exchange rates are set-up, controlled and updated by the user. These multi-currencies can support creating reservations in different currencies as well as paying suppliers in different currencies.
Brands (when relevant)
Multiple brands can be supported under one instance. Companies may support multiple brands to control pricing points or update the overall look and feel of the product line being offered.
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Note: Additional set-up is required to fully support this feature. Contact Softrip for more information. |
Booking Rules
Booking rules drive information and functionality throughout the entire system. This can range anywhere from the information displayed on invoices and documents, to controlling insurance, to controlling deposit due dates on customer bookings. Although users do not need to set-up booking rules prior to building supplier information, it is an important screen for users to be aware of when understanding how to control certain functions and outputs throughout the application.
Market Codes
Market Codes are designed to segment a company's travel business into either different types of travel, such as bachelor parties and wedding groups, by different travel locations, such as Las Vegas and Phoenix, or by trip type, such as FIT or GRP (groups).
Reports are available in Softrip as reservations are made to give users the ability to view the performances of these markets.designed to segment a company's travel business into either different types of travel, such as bachelor parties and wedding groups, by different travel locations, such as Las Vegas and Phoenix, or by trip type, such as FIT or GRP (groups).
Reports are available in Softrip as reservations are made to give users the ability to view the performances of these markets.
Brands (when relevant)
Multiple brands can be supported under one instance. Companies may support multiple brands to control pricing points or update the overall look and feel of the product line being offered.
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Note: Additional set-up is required to fully support this feature. Contact Softrip for more information. |
Booking Rules
Booking rules drive information and functionality throughout the entire system. This can range anywhere from the information displayed on invoices and documents, to controlling insurance, to controlling deposit due dates on customer bookings. Although users do not need to set-up booking rules prior to building supplier information, it is an important screen for users to be aware of when understanding how to control certain functions and outputs throughout the application.
Product Setup
Building Suppliers (Your Vendors):
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Note: Users have the option to enter in a value of 1.25 or 0.25 for a 25% mark-up. If users enter in a value of 1.25, the cost will be multiplied. If users enter in a value of 0.25, the cost will be divided. |
Departure Dates
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& Prices:
The Departure Dates and & Prices screen allow users to create, manage and delete departure dates for the Product created and is vital to any tour or custom package. Supplier, services, rates and a pricing profile should be created prior to building the departure dates and prices.
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When viewing Suppliers, Services and Rates, users have the option to select the navigation button to view
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different Product Screens. Some of these screens are not available under the Product Main Menu and can only be accessed if users are first under Suppliers.
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Suppliers Suppliers
Same Supplier Screen, different access point.
Services
Same Services Screen, different access point.
Rates
Same Rates Screen, different access point.
Dates Request
Affiliated with the *Project Tool available in Softrip. The Project Tool allows users to manage their future tasks required to set up a product to sell (for example: setting due dates for users to load contracts into the system for a specific supplier).
*Not an out of the box feature– please contact Softrip for more information.
Promotions
Enter Supplier Promotion information. An example would be entering a promotion for a fifth night free or early booking bonus.
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Note: This option is not available under the menu options in product. It can only be accessed via the suppliers screen. |
Rules/Terms
Same as the Booking Rules screen.
Products
Same product screen, different access point.
Amenities
Allows users to personalize information regarding the suppliers throughout the reservation system, such as adding images of a particular hotel.
View Inventory
Takes users to the Operations system to control the inventory for the supplier or marketing promotions. See the Inventory article for more information.
Docs and Correspondence
Associated to the *Project Tool available in Softrip. Allows users to set-up contract letters between the company and the supplier and control the status of the contract.
*Not an out of the box feature– please contact Softrip for more information.
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