How to set up "Products"

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Setup > Products & Services > Products

 

What does it mean?

This feature is the first step to displaying your offers properly and well arranged. You need to set up which tours your company offers. As an example, you have an Airport Shuttle and also a Daytour, they both run under the Business unit “Bus” but are completely different tours. In this feature, you can differentiate between the two and create two different products with individual configurations.

 

What should I do?

To create a new product, click the '+ Add' button and fill in the necessary information about the tour:

  • Name: Product Name
  • Code: The code is like an abbreviation for the route. It's mandatory.
  • Business Unit: Assign the product to the according business unit.
  • Receipt layout: Which one of your created receipt layouts should be printed for this product.
  • Capacity Template: Assign the according capacity template to the product.
  • Pickup: Decide which one of your previous created pick-up routes is the one used for this tour (not mandatory if you don't have a pick-up route).
  • VAT rate: The VAT Rate should already have been set. But if there is a special rate that only applies to this specific product you could set that here.

Next, go to the 'Notifications' tab and configure the notifications for this product. 

  • Notification email: Enter a certain email address if you would like to receive automated notifications whenever a customer books a tour.
  • Alert notification emails: You can set alarm levels for each capacity template. If the pre-bookings for any given departure exceed the entered alarm value of its capacity, automated emails will be triggered to inform you and your staff. Recipients of these emails can be specified for each Product individually. To notify multiple recipients, enter all their email addresses separated by commas (,).
  • Cancellation notification emails: Enter a certain email address if you would like to receive automated notifications whenever a booking is cancelled.

Afterwards, go to the 'TourCMS' tab where you should setup some aspects of the integration with TourCMS:

  • Sync capacity to TourCMS: Turn on this option if the available capacity in Palisis should take precedence over the capacity in TourCMS.
  • Sync price to TourCMS: Enable this option if the price in Palisis should take precedence over the price in TourCMS. This feature is a sensitive one and can only be enabled if 'Sync capacity to TourCMS' has been previously activated.
  • Check availability in TourCMS: Activate this option if the availability must be checked in TourCMS.
  • Use Price from TourCMS: Activate this option if the price from TourCMS should be considered.
  • Device booking to TourCMS: Activate this option if you want Palisis device bookings to be transferred to TourCMS.
  • Boxoffice booking to TourCMS: Activate this option if you want Palisis Boxoffice bookings to be transferred to TourCMS.
  • Webshop booking to TourCMS: Activate this option if you want Palisis webshop bookings to be transferred to TourCMS.
  • Send redemptions from device to TourCMS: Enable this option if you want redemptions to be transferred to TourCMS.

For more information about this, please visit the following articles:

TourCMS upstream integration

How Palisis updates the capacity in TourCMS

 

Finally, go to the 'Customer data' tab and define which "Customer Data" should be visible or mandatory for the Boxoffice and for the Webshop.