Step 1 - Navigate to Product
Product --> Products/Tours --> Products
Step 2 - Build your Product Header
Once the Product header screen appears fill in the following areas:
Product Type = Package
Product Code = Enter in a product code that is unique and an indicator of what the product can be. Ex: 6DAYFLR-24 (6 Day Florence)
Name: Enter in a product name that is unique and an indicator of what the product can be. Ex: 6 Day Florence
Number of Days: Enter in the duration of the package.
Departure From and To Dates: The dates the product services are available in between.
Book from and To Dates: Between the dates you wish to make the product available for. Ex: 27 Dec 2022 - 27 Dec 2023 will only have the services withing that product between those dates. Meaning if the user tried to book services associated with this product on 28 Dec 2023, the product would not be available.
Market: Find the market the product needs to be available for. To find out more about market, please see link and find section about Markets https://stknowledgecenter.helpdocsonline.com/settingupyourapplication
And Click on Save
Step 3 - Add Services to your Product
The screen will load with the product header created. Select the row the product is created and click on “Manage Product”
You will be taken to the Plans & Services part of the Product Management application. Click on + in order to add services you wish to include for selling your list product.
Product “Search and Add Existing Service” process allows you to find the services already created to be part of your product. You can search for number of services and narrow down your results by entering search parameters.
Steps are:
Enter in parameters you wish to enter and click on Search
Top “Search Results” will display all the services returned based on the search parameters
Select the services you wish to add to your list product and click on “Add”
On the bottom grid, you will see selected services added
Click on Confirm
Click on YES if you get this error. This warning indicates that the services being added from and to date ranges do not match the product from and to date ranges. This is something we can fix later.
Once the above process is complete make sure to click on “Save All”
Set your Item Roles in the Plans & Services. If you want to know more about Item Role, please review the following Article. Product Item Role Definitions
Step 4 - Create your Departure Dates and Prices
Once the product opens, on the left navigation menu, go to Dates & Prices --> Departure Dates & Prices, and click on +
In the form, enter in the parameters you wish to create the departures for. You have the following options to create departures
Select a Single Departure: Create departure dates one at a time.
Add Departures Individually
Daily: Create departures everyday of the week between the Products from and to date
Weekly: Create departures on certain days of the week. Ex: Create departures every Monday, Wednesday
Day Interval: Create departures any number of days in between. Ex: Create departure every 14 days starting from that date.
Add Departures As Date Range
Creates departure as a full range. This is used for when if the price is always the same when creating departures for the full length of from and to dates and the product is available every day of the week.
In this sample below, we have created departure dates, every Monday Departure
Steps are:
+ to create new dates
Select one of the creation methods mentioned above.
Click on Add Date(s)
Save All
Step 5 - Calculate your Cost and Set your Prices
Once the Departure Dates are Set, Softrip can help you calculate your cost of services included in the package, and set your price based on your Pricing Profile.
Departure Dates and Prices → Calc. Land Prices
Set your Parameters for Calculating for Cost and Pricing
Once the Process is complete you will notice the Land Cost, Land Markup, Adt. Land Price fields are updated.
Click Save ALL to commit your changes.
You have the ability to update the prices of each departure individually or selecting multiple rows and using mass update button on the column header.
Step 5.1 - Daily Itinerary
Navigate to Webpage → Daily Itinerary while in the Product.
Users can add an entry to the Daily Itinerary by selecting the “+” button.
This will open the below menu to fill in the details. They can use the HTML editor tool to further detail their itinerary.
On Day - The Day the Services or Activities you’re outlining falls on
From/To - The system will automatically fill in the Beginning and Ending Departure Dates of the Product. Users can use these ranges for when they have services are only available between certain Departures.
Example: In the image below the “Colosseum” Service is only available to passengers whose Departure falls between Nov. 15 and Nov. 25 2023
Itinerary Header - The title of that Itinerary entry
Itinerary Image - Users can upload an image for more detail on that date
Itinerary Details - Users will use this field to detail that date’s activities
Step 7 - Activate your product.
Make sure to edit the header of the product to change to Status to “Active” or “Internal” to make the product available for sale,
This completes the process of creating a FIT Package Product.
Related Article(s):
Product Build FIT Package Diagram
