How to add a simple product
How to Add a Simple Product
The Simple Product is the best option if you want to sell items like drinks, T-shirts, lunches or other add-ons that you want to have a record of but that are not necessarily tied to a time, place or availability.
The Simple Product can also be used if you sell other tour operators their products, in other words, third party products. This way they can set the availability, times and departures and you have the price and quantity in your reports.
In this help Article
- Adding a Simple Product
- Filling in the Basic tab
- Seasonal Prices
- Special Prices
- Setting up the Pick Up Locations tab
- The Details tab
- The Customer tab
- Advanced tab
- Related Products tab
- Website Travel Specifics tab
- Viator Specifics Tab
1. Click the Products tab
2. Click the All Products tab and then click + Create New Product
3. Choose "Simple Product" then click the button "Create New Product" located at the bottom of the screen.
4. Filling in the Basic tab
* Supplier: The default is your company, if it is a third party you can select it from the dropdown. If you need to add the supplier first go to the Suppliers tab > Suppliers > Add New.
The Purchase settings
- Allow for Sale Yes if you want to start selling your Simple Product now. If you wish to sell it in the future set it to "no" and you can come back later and change it to yes when you're ready.
- Allow Agent Sale Yes if you want Agents to be able to purchase your product. Once you set it to Yes the Agent Sale Configuration button will appear. You can then set a commission rate for each agency you've added to your Operator Hub account.
- Allow Customer Portal Sales Yes, if you have a portal where customers can login and book your products and if you wish to sell your Simple Product there.
- Allow Website SalesYes, if you want to sell this to your customers on your website.
- Agent Commission Rate Set the rate you wish the Agents to receive for each booking. You can select: none, inherit (from your system preferences), percentage or a fixed value.
- No Travel Date Returns
- No Date The revenue of your simple product will show up on your finance/sales reports at the same time as another product in the same order. For example, a bungee jump (limited availability product because it only runs at certain times and on certain dates) bought in combination with a video of the jump (simple product, can be bought any time) will show up together if purchased in the same order.
- Purchase Date The revenue of your simple product will show up on the day it is purchased.
5. Click on the "Prices" tab to add your Prices to the product then click "+Add Price"
- Sales Tax Set the Sales tax (GST, VAT, STT) can be set by a percentage of the price or it can be set to be inherited from your Sales Tax settings in your account Setup > System Preferences > Sales Tax tab settings.
- Cost Price By adding the cost price of a product your finance team can run reports on the cost of the product vs the profit of the sales that have occurred.
- None, if you wish to exclude it
- Inherit, if you wish to inherit it from the Margin Rate of the supplier
- Percentage, if you wish to fill in a percentage
- Gross Margin %, a percentage after all deductions (e.g. sale price less commission less cost price)
- Fixed, a fixed amount cost price
- Local Fee Title - If your tour/activity incurs a fee from the location it is held e.g. a national park entrance fee or possibly a small insurance fee you charge customers. Give you fee a clear and descriptive title.
- Local Fee Price - The price of the local fee you wish to charge your customers.
- Local Fee Tax - The tax that is charged over the local fee. This can be inherited from the System Preference Settings > Tax Tab or as a Percentage.
6. Once clicked the "Price Details" window pops up.
Price details
The price detail fields will need to be filled each time you add a new price. Once you click "Save" on the bottom right of the window you can start to add your seasonal pricing.
Additional Currencies
The additional currencies fields will show if you have added an extra currency under Setup tab > System Preferences > Additional Currencies > Add currency (see screenshot below).
We recommend you to set your own conversion rate in the Additional Currency tab. The system allows you to update the conversion rate as often as you like.
Once you've added a regular price, as seen below in the "Price" field, and have clicked the "Save" button the additional currencies will automatically convert to the right amount for you. If you wish you can also ignore the conversion and add the additional currency price manually.
- Internal Title Give your seasonal price a name that is clear for yourself, your team and your agents.
- Price Set the price to whatever is adequate for the period you have set. You can always come back and change this price.
- Start Date The start date of the Seasonal price replacing the regular price. For example, your product is 40$ normally but during high season it changes to $60.
- End Date The end date of the Seasonal price.
- Year on Year Tick this box if you want the Seasonal Price to take over the regular price on a yearly basis.
- Blackout Use this window if you do not wish to use this price between the dates you selected. If you're planning to use Seasonal and Special Prices please keep in mind that the blackout tick box stops anyone from using any of those prices for that product. Blackout stops everything. [PLEASE CHECK THIS ONE]
- Title Add a special price title that is clear to both you and your team and any agents you allow to use the price.
- Product Variation Choose the type of price (Adult, Child, Senior) you want to add a seasonal price for.
- Price Add the price and ensure to double check that the "special" price is indeed cheaper than your regular or seasonal price.
- Start and End Date Choose when you would like the special price to start and finish. Ensure to set the finish date after the start date.
- Active You can set the price to be active now or you can activate it later.
- Prevent Direct Sell - The price is only available for Website Travel and Online sales, not for your res team or anyone who has direct access to your Operator Hub portal.
- Allow Agents to Purchase
- Select "All" if you want to offer the special price to all your agents.
- Choose "None" if the price is just for your team.
- Allow just a few agencies to your special price by using the "Include by Agencies" button. Click into the field to see a dropdown list of available agents.
- If you want to offer it to most agencies but not a few selected ones use the "Exclude by Agencies" option.
- Description - Add a marketing savvy description of your product. If you need a bit of inspiration have a look here for some great tips and tricks.
- Key Sales Points - Information for agents selling your product, make sure to include the key points that are important for them to mention to potential customers.
- Itinerary - The what, when, where and time and date. Make sure to outline it details so customers are informed on what to expect.
- What To Bring - Necessities that a customer should bring with them during the trip/activity e.g. water, sunscreen, swimsuits etc.
- Voucher - The information that should go on the automated voucher that is sent out to your new customers. Ensure to include all relevant details and also any T&C's you would like to add.
- Whitelabel - This is the content that goes at the end of the product purchase page.
- Photos - Add photo's of your tour/activity, photo's create a powerful impression of what the tour/activity is like and are really important so make sure to add high quality ones.
- Attachments - Add any extra documents that customers or agents need to see via the "From your computer" button.
- Certificate - Select a certificate you wish to send to your customers once they've finished their tour/activity. Before being able to do so you will have to go to Marketing > Email Template Manager to set up your certificates.
- Internal information - A handy field if you want to leave some notes for your own res team or agents who have direct booking access to your Operator Hub account. You can decide which user groups inside of Operator Hub get to see this
- Don't slow down the speed of customers/agents booking your activity/tour: The more fields you choose the more fields you res team & agents and online customers need to fill in.
- Communicating with Your Customers: Capturing information like an email address helps with sending out travel vouchers or itineraries and general communication. Alternatively, capturing a phone number can help you communicate with your customers if last minute issues come up with your activity/trip.
- Legal Requirements: If you run a business in which you, by law, need to capture certain information make sure to tick those fields as "Required before booking". Especially companies that offer extreme sports experiences need to keep this in mind.
- Put Your Marketing Hat On: capturing things like DOB, country and gender can help you send a more relevant post activity/trip email (e.g. an email you send to thank customers for joining your trip and potentially offering them a discount for the next one). You probably want to change the tone of an email a bit if you know most of your customers are seniors or families rather than 20-somethings.
- Think about your Reporting needs: The information you capture on your clients can be used to build insightful reports. For example, how many families book your offered tours/activities? Based on the reports you can - for example - decide on what specials to offer customers or that you want to amend your tour/activity to fit your target audience better.
- Off: This will make the field not appear when a person makes a booking
- Optional: You can enter information but it is an option not a requirement.
- 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
- The Intro is the first thing Agents and Customers will see from your product.
- Use High impact, exciting language but be concise and to the point of what your product is about.
- There is a maximum of 60 words for this and it will be the 'grab line' of the product.
- Keep it short and concise
- Provide a separate paragraph for each day for multi day tours
- If your tour doesn't have a clear itinerary provide the highlights of the tour
- Highlight the unique selling points of the tour
- Keep sentences short and to the point
- Use the bullet point structure
- Use a separate line for each item
- Add the $$ amount
Adding Seasonal Prices
Adding Seasonal Prices is easy. Just make sure to click the "Save and add Seasonal Prices" button.
The below window will then appear:
Adding Special Prices
To add a special price simply click on the "Add Special Price" button in the Prices tab. A special price overrides the Seasonal prices because it's a "Special" so typically available for shorter amounts of time than a Seasonal Price.
Once you've clicked the +Add Special Price a new window will pop up:
Setting Up Pick Up locations
Step 1: Add your pick up locations via Operations > Locations tab
To be able to set specific pick up locations you will first have to create a list of your location in Operator Hub. You can do so by going into the Operations tab Locations tab for more information on how to do this click here.
Step 2: Select your pick up location
Once you've added a list with locations you can select them from the drop down and start adding the ones you want to add. Important: click "Save changes" once you've selected the right pick up location list.
Once you have finished adding them your list should look something like this:
Step 3: Add Timetable
Now click +Add Product Pick up location and select all the ones you wish your customers who buy this product to be able to choose from. Once you've added all of them make sure to click "Save Changes".
Details tab, add the details of your product including a short description.
The Customer Tab
This tab is an important tag as you decide what information you will capture of your customers. Before adding as many fields as you can please read the tips below.
Tips to Setting up your the Customer Fields
The 5 Buttons
Product Details
The Product Details tab allows you to set the information you want someone to fill in whilst making a booking. This is not so much about the customer as it is about the logistics of putting the customer in the right bus or picking them up from the right location etc. The fields under this tab will show up or be left out based on your Pickup Locations settings. If you have not set up pick up locations
Advanced
Related Products
Website Travel Specifics Tab
Mapping your Product to Website Travel
Once your account is connected via the API to one of our below mentioned partners you work through the "Specifics" tab to get all the right information across. Mapping your products is easy and should not take very long.
Guide
The Guide tab gives you tips and tricks on how to best use the Website Travel "Specifics" tabs.
Basics (Step 1)
In the basic step you'll have to fill in some basic information on your product. For example, what ages is it appropriate for and what fitness level do participants need to have. Below an example of how to fill in the fields. Please only use numbers par from the "Fitness Requirement" field in which you can use text.
Intro/Teaser (Step 2-1)
Departures/Pick Ups (Step 2-2)
Fill in the details of the departures and pick ups for your product and what days you do not depart e.g. on Christmas day. Your pick ups do not need to match your departures the information filled in the fields below is just an example.
Itinerary (Step 2-3)
The itinerary is an important aspect of the booking and provides a lot of clarity for your customers. Below a few tips on how to use this field.
Description (3-4)
The description is the lengthier version of your intro so it's important to write the description like you would an advertisement. Below a few tips on how to write this section.
Extra (Step 2-5)
In this section you can add any extra costs your customers might incur when they arrive at your tour or activity. These costs can be optional or mandatory. For example, hiring an underwater camera for the day would be optional but paying a national park fee or insurance probably mandatory.
Tips:
Sales info
The sales info tab allows you to highlight important information to agents booking your tour. For example, highlight the cancellation policies or any booking alteration fees. Keep in mind to write the text short and informative as this will make your agents happy!
Additional info (Step 4-6)
In the additional info tab you can add how you would like your customers to communicate their dietary requirements to you. For example, is it ok for them to let your team know on arrival or should they let you know before they book? Also make sure to include a line if you cannot tailor to specific dietary requirements.
The luggage limit is how much luggage each customer can bring with them on your tour/activity.
Once you've filled out every make sure to click "Save Changes".
Viator Specifics
Viator is one of Operator Hub its distribution partners. This means that your products (Tours/Activities) will be seen by a big amount of extra agents and customers looking to book products.
The only thing you need to do in the "Viator Variation Mappings" is to map each of the 5 fields to the prices you have set for your product to Viator its set price variations. Their price variation are; Adult, Child, Youth, Infant and Senior.
Just use the dropdown list to map the Viator variations to your price and if you're missing one (e.g. you don't have a Child or Senior price) either create that price in the "Prices" tab or simply map it to your "Adult" price.
