Overview
Transfers are used as connections in Templates. Each transfer is a single product and has a specific start and end location.
Several transfers can be added to a Template, for example, you can start by adding a boat transfer, then a road transfer, a flight transfer, and so on. The prerequisite is that the end location of the previous transfer matches the start location of the following transfer.
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How to create inventory transfers
In order to create a transfer, the following information needs to be readily available:
Net-sale price
All start times
The exact duration
All extras
Steps to create an inventory transfer:
Go to Cockpit.
Click on Inventory.
Click on Products.
Click on Transfers
Click on the Create Transfer button.
A new page opens where you can enter the required information.
Note: All mandatory fields are marked with a *.
Add the Title of the Transfer
Descriptive element: From / To
Choose the contracted Currency
Select the Means of Transportation
Select from Bus Ride, Boat Ride, Car Ferry, Flight, Shuttle Ride, Road Transfer, Train Ride, Motorcycle, Bicycle or Walking
Tick the box for Private Transfer if needed
If the private transfer box is checked, the Planner will display the information that this is a private transfer.
Add Start Times for the transfer (optional)
Start times should only be added if they are mandatory in order to connect to the next product. Add as many start times as needed, in order to give a greater choice in the Planner. Please also consider setting Buffer Times.
Add the Duration & Overnight of the transfer
Duration/overnights are calculated in 24 hours.
If a transfer only takes 30 min., only the minutes field needs to be filled. The other fields should stay on 0.
Enter a Short Description
Short descriptions aren't mandatory but they can be used if specific information is needed, e.g. Your driver will pick you up at the airport and directly transfer you to your hotel.
Add the Start and End Location
The start and end locations have to be chosen from the drop-down menu in order to be added properly. The search is pulled via Google and the pin can be manually moved to its exact location if desired.
The prerequisite is that the end location of a transfer should match the start location of the following transfer, stop, etc., and vice-versa.
Click Save
After clicking Save, the draft of the Transfer is created and you're directed to a new page.
Note: The transfer won't be created and the information won't be stored unless you click Save. The draft of the transfer will only be created after clicking Save.
Important:
The currency cannot be changed after the transfer is created. While the rest of the fields are open to being modified (in the draft and in future versions), the currency is considered integral data of the transfer.
Add Service Categories
On the Service Categories tab, various service categories can be added. There's no restriction to the amount.
Click on the Service Categories Tab.
Click on Add Service Category.
Enter the Name of the Service Category and hit OK. The entered service categories will appear on the screen.
Enter an Included and/or Excluded Remark, which should be displayed in the transfer if required. (optional)
Select the Pricing Type.
Price per Group
Price per Pax
Included
Click on the small calendar icon to add a Stop Sell Date (optional).
Specific dates (single days and/or date ranges) on which the service should not be offered can be entered here.
Note: Create a Service Category with seasonality first.
The season tables of service categories are copied and only have to be entered once. When changing one of the season tables, all-season tables are adjusted accordingly.
Create a Pricing Season
Know more:
Check out the How to create pricing seasons article to know the pricing season creation process.
Add Amenities
Know more:
Check out the How to add amenities article to know the creation process of single amenities and amenity groups.
Additional Tabs
Learn more about the use of the Additional Tabs in the following overview.
Topic | Description |
Cancellation Policies | Cancellation Policies can be created within Settings and will appear in the drop-down menu. Know more here. Or a custom cancellation policy can be defined and set directly on the product via the Add Custom Policy button. |
Tags | Tags can be used to distinguish products on the platform from one another and to pull the information from the transfer via our APIs. |
Translate | If the content is offered in various languages, this tab can be used to add the translation from your created content of the transfer. The language options displayed, are based on the setup of your application. |
Miscellaneous | This tab is for internal use only. Here you are able to
|
Integration | The integration is used to add the external ID and system information. |
Publish the transfer
Before a transfer can be used in Planner and added to a Module or Template, it must be published. The status of the transfer is always displayed next to the defined transfer name.
Next to the Save button, on the top right, you'll see an action button with three dots.
Click on the button.
Click on Express Publish to publish the transfer.
The status of the transfer will be set from draft mode to publish.
Display in Planner
Display of the transfers in Planner:
Display of the transfer in the overview of the transfer:
Display of the transfer in the detail view of the transfer:
Note: If you would like to add allotments to your transfers, please refer to the following article on how to add allotments.