How to Create a "List" Product
- Oz Akman
- Anthony Pepe
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: Italy Florence Sightseeing List
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.
During this step
IF Click on Yes - The Services selected will be their own individual plans.
Ex: Hotel in Venice offers two different room categories Garden View vs Canal View
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.
Step 4 - Make sure Product is linked to the FIT City
Follow the steps on the below article to Set FIT Cities - Knowledge Base - Confluence (atlassian.net)
Related Article(s):
What are Link Codes? Product Item Role Definitions Suppliers Services
Rates Amenities How to Add POPUP Amenities and Image How to Exclude a Service from the Insurance Premium Calculation in Softrip - Knowledge Base - Confluence
Product Build FIT List Diagram