Setting up Product

Setting up Product Overview

Depending on the items that users want displayed on the Softrip application, users can quickly begin to set up the products that they want to sell to their customers.  

The below will outline the general process that users will want to follow when setting up their Product.   

  • Create your Departure/Product Code

    • Subsystem = Product

    • Screen = Products

Note: Select your plus sign to begin creating your product

Note: Don’t forget that you have a video on your homepage that lays out the overall functions of how to add, delete, and edit content in your Softrip application.

  • Add Services to your Product

    • Using the plus sign, search for the Suppliers/Services you added in step 1 and 2

    • Add them to your product

    • Make sure you save your changes

    • Subsystem = Product

    • Screen = Products/Manage Products Note: You will need to “right click” on the product name and select “manage product”

 

Note: In Reservations, you can test other default products by conducting a package search and entering “Italy” into the product name field. This will return with one of our Default Products that you can practice and test with.

  • Optional Steps:

    • If you want to add additional details to your product (such as you want to add all of your hotels, transfers, sightseeing tours, etc,) then you can follow the additional steps below.

  • Access the reservations subsystem

    • Subsystem = Reservation

    • Select new reservation

    • Under services, select “package search”

    • Enter a part of your product name

    • Select search

    • Find the date and select book

 

  • Optional: Add your day by day/daily itinerary

    • Subsystem = Product

    • Screen = Products

    • On the same screen as the above, on the left hand side, create your daily itinerary

    • Example: Day 1: Transfer to the hotel with Elite Transfer Service

    • Day 2: Tour