1 Step 1 - Navigate to Product
2 Step 2 - Build your Product Header
3 Step 3 - Add Services to your Product
- 3.1 How to Exclude a Service from the Insurance Premium Calculation in Softrip
  - 3.1.1 Steps to Exclude a Service
    - 3.1.1.1 Applying the Exclusion to Multiple Services
4 Step 4 - Create a Booking Rule
5 End Result
6 Related Article(s):

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 = List
Product Code = Enter in a product code that is unique and an indicator of what the product can be. Ex: IT-FLR-SST-LIST (Italy Florence Sightseeing List)
Name: Enter in a product name that is unique and an indicator of what the product can be. Ex: FEES
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.

This modal is confirming if you wish to add all the services as “individual plans”. For List Products, click on Yes.

Click on Yes again

Once the above process is complete make sure to click on “Save All”

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 List Product.

How to Exclude a Service from the Insurance Premium Calculation in Softrip

If you're selling travel insurance through Softrip and need to exclude certain services from the insurance premium calculation, you can do so by following the steps below to adjust the product settings.

Steps to Exclude a Service

Locate the Product:
- Right-click on the product and select Manage to access the Plans & Services section.
Access Additional Info:
- Find the column titled Additional Info.
- Double-click on the relevant cell to open the modal window.
Add Exclusion Tag:
- Click the + button to add a new entry.
- Enter the following details:
  - Key: ExcludeFromInsuranceCalc
  - Value: Y
Save Changes:
- Click Save in the modal.
- Then, click Save All on the product to commit the changes.

Applying the Exclusion to Multiple Services

Select Multiple Rows:
- Highlight the rows you wish to update.
Use Mass Update:
- Click the column header icon to open the Mass Update option.
Enter the Exclusion Tag:
- In the Mass Update field, enter the following text:
  - <ExcludeFromInsuranceCalc>Y</ExcludeFromInsuranceCalc>
Save Changes:
- Click Save Later in the modal.
- Then, click Save All on the product to commit the changes.