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
Label your departure (8 Day Tour to [Destination] for example
Fill in your product header details
Set your status to “active” Note: Setting your status to active will allow you to sell your product to both internal and external staff
Product type = Package
Documentation: http://stknowledgecenter.helpdocsonline.com/product/productheader
Documentation: http://stknowledgecenter.helpdocsonline.com/product/overview$PackageDefinition
Documentation: http://stknowledgecenter.helpdocsonline.com/product/overview$ProductManagementDefinition
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”
Add Services to your Supplier
For Hotel Suppliers, add a room category. For sightseeing companies, add your tours.
Subsystem = Product
Screen = Services
http://stknowledgecenter.helpdocsonline.com/product/services
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.
Set up a Supplier/a few suppliers that would be included on one of your packages
Hotel(s), Transfer Company, Sightseeing Company
Subsystem = Product
Screen = Suppliers
http://stknowledgecenter.helpdocsonline.com/product/suppliers
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
Add your prices
Subsystem = Product
Screen = Products
Note: Once your product is created, right click and select “manage product” to access the screens below
Access Departure dates and prices (located on the left hand side of the screen)
Add your prices for your passenger ranges
Add a mark-up (Pricing Profile) (located on the left hand side of the screen)
Note: Your product is required to have a pricing profile. Even if you are entering 1.0 for your mark-up value, it still must exist in order to sell.
Save all changes
http://stknowledgecenter.helpdocsonline.com/product/overview$PricingProfileDefinition
http://stknowledgecenter.helpdocsonline.com/product/overview$DepartureDatesandPricesOverview