How to set up a Package?

1. Select Products
2. Select All Products
3. Create New Product

1. Product Title: The name of your product
2. Product Code: a unique code to identify the product - either for accounts or a code to quickly find it
3. Product Type: Choose Package Product
4. Menu Categories: if you created a menu category and this product belongs to it select it here
5. Supplier: Choose the supplier. Default is your company, if it is a third party you can select it here

Main Tab

Identity

1. Name
2. Product code
3. Supplier

Purchase Settings

1. Allow purchase: This has to be on for anyone to buy the product
2. Allow agents to purchase: If you want agents to be able to sell your product select yes
3. Allow for self service sale: If you want customers to be able to buy this product online
4. Vouchers should be for: choose individual parts if you need a voucher for each individual part of the package. Choose package if you only need one voucher
5. Product can be freesold: If it can be left open dated choose Yes
6. One Variation per customer per event: If you only want a customer to be able to buy one version of this product at a time. (applies to multi order only)
7. Group price variations into a single voucher: variations appear on the same voucher
8. Payment Location: if you want this product to be available in a specific location only

Display Settings

1. If you want to have this product displayed in checkin view/manifest then choose yes

Product Information

Product information is displayed to Agents, Reservations and Customers when they purchase your products

1. Description: This is a customer focused description of your product
2. Key Sales Points: A bullet point list of sales points for your product
3. Itinerary: If your product has an itinerary, you can enter this where
4. What to Bring: A list of items that the customer should bring with them
5. Voucher: The information you would like on the voucher sent to the customer
6. White Label: Extra information you would like displayed on your White Label
7. Photos: Images to market your product
8. Attachments: Any extra attachments you would like to send to your customers about your product
9. Internal Information: You are able to select user groups that you would like to give more information to about the product. This will appear as a Red Banner in OperatorHub
10. Certificate: If your product sends a certificate to your customers, this is where you select it
11. Activity Ticket:

Menu Categories

Menu Categories are normally set up when you do your business profile, please see article to create menu categories

Agent Commission 

1. None: This means no agent will get commission on this product
2. Inherit: The commission will be what is set for the agency
3. Percentage: A fixed percentage for all agents for this product
4. Fixed: A Fixed commission rate for all agents

Configuration

Product Details

Choose what product details you will require for this product. your options are

• Off: This will make the field not appear
• Optional: You can enter information but will let you continue if you do not.
• Required: You must enter information and will not let you continue
• Required before booking: You must enter information and will not let you continue
• Required before travel: This field will be required to be entered for On-Ramp, self check-in only

1. Pickup location: Do you or the customer need to know the pickup location.
2. Drop Off location: Do you or the customer need to know the drop off location
3. Travel date: Do you need to know when the customer is booked/traveling
4. Travel Time: Do you need to know a specific time
5. End Travel time: Do you need to know when it ends
6. End Travel date: is it multiple days do you need to know what day it will end

Lead Customer

Choose summary or full to default it to the fields chosen in system preferences. For specific fields you want to record information on select them as necessary

Additional Customers

Select off if you do not need details of each individual customer. If you do want to know their details too then select as appropriate

Location

Select a location from the dropdown if your product requires a pickup point. Click here to see how to create a new location if the one you need is not already set up

Prices

Package Variations

Price Variations are the different prices that you offer for the product. For example Adult or Child

1. Title: The Name of the Price
2. Product Code: A unique internal code that is optional for the Product
3. Price: The price of the variation
4. Additional Currencies
5. Sales Tax: This is set in your business profile but can also be overridden at the price level
6. Local Fee Title: The name of a local fee eg, Levy
7. The Local Fee amount
8. Local Fee Tax
9. Accounts Code Revenue: The GL code used for Revenue
10. Accounts Code Expense: The GL Code used for Expenses
11. Accounts Code Commission: The GL Code used for Commission
12. Accounts Code Net Margin: The GL Code used for Net Margin
13. Local Fee Currency: The Currency the Local Fee needs to be taken in
14. Should Local Fee be added to the Order Value tick box
15. Date Validity: When is the date valid from and until
16. Allow for Self Service: Allow the price to be purchasable through the White Label
17. Allow for Agent Sale: Allow the price to be purchasable for Agents (product must be set to available for agents)
18. Save and Add Product Variation Travel Date Prices (Seasonal Pricing)

Seasonal Pricing

You can add a different price depending on travel date or blackout dates such as public holidays

1. Internal Title: The name of the seasonal price
2. Adjustment Type: Price = The price changes Blackout Date = Some dates are not available for the original price
3. Start date: Of the Seasonal Price
4. End date: Of the Seasonal Price
5. Year on Year: Does this price reoccur yearly

Packaged Products

There are two different areas to add products to your package. Either Package product items or package addon items. The Package Product Items will be included in the package when it is purchased for the price you have set. Package Addons can be added whilst the package is being purchased, so giving customers a choice. they can be free or you can charge extra for them.

Package product items

1. Product Type: regular product will contain everything except a route
2. Product: choose which product and which price variation you want to add 
3. Cost Price: can either be a fixed amount or a percentage of the package gross margin
4. Quantity: how many of the product to be included in the package
5. Booking Date Option:
   Same date - will draw from package travel date
   Offset date - you can choose to select how many days after the package travel date this product will be on (multiday packages)
   Open date - no date will be selected 
6. Can be left Open Dated: select yes if this package and product can be left open dated.
7. Does not affect order travel date: useful if this product will be booked before the main package product
8. Booking time option: choose after time and select a time and any departures before will not be able to be booked.
9. Booking pickup option:
   same pickup - will draw from the package
   No pickup
   Open pickup - will require you to select a pick up

Package Addon Items

1. Product: select the product you want to be an addon
2. Quantity: select how many of each product to be added
3. Price: The extra cost of adding this product onto the package
4. Additional Currency: if you have other currencies set up you can add the prices here too
5. Cost Price
6. Commission Rate:
   Inherit from package  - this will copy the commission rate that is set for the package onto this addon
   Inherit from product - this will keep the products original commission rate set up
   Custom Percentage - create a specific comm rate as a percentage for this addon that is applicable to all agents
   Custom Fixed value - create a specific comm rate for this addon that is applicable to all agents
7. Booking Date Option:
   Same date - will draw from package travel date
   Offset date - you can choose to select how many days after the package travel date this product will be on (multiday packages)
   Open date - no date will be selected 
8. Booking time option: choose after time and select a time and any departures before will not be able to be booked.
9. Booking pickup option:
   same pickup - will draw from the package
   No pickup
   Open pickup - will require you to select a pick up

Accounts

1. Accounts Revenue ID: The GL Code for Accounts Revenue
2. Accounts Expense ID (Cost of Sale/Product Purchase Price): The GL Code for Accounts Expense
3. Accounts Commission ID: The GL Code for Accounts Commission
4. Accounts Net Margin ID: The GL Code for Accounts Net Margin

Special Pricing

Special Prices override the main price when the constraints occur. For example: If you have a special price for a particular agent, when this agent is selected the special price will override the default

1. Title: The title of the special price. This will override the default price name
2. Product Variation: The price that the special will override
3. Price: The Special Price Amount
4. Different Currencies (if applicable)
5. The Start and End date of the special price
6. Active: Tick to make it active, after the end date this will be inactive
7. Prevent Direct Sell: Special price will not available be for online customers
8. Agency: Choose if available for no agents, all agents or some and choose the agents you wish to receive the special price

Related Products

Related Products are products that you have already loaded into OperatorHub that you sell often with the product

To add a related product just select the products from the Product list

Tags

Tags are information fields. You can create tags in the tag area. They are helpful to group things together in reports or searches