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How to Use the Products Table
How to Use the Products Table

The Products section encompasses the settings required to create a comprehensive portfolio of products.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over 2 months ago

🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports

Default Columns

Products - Products

The Products subsections lists all your products, active and inactive, with the following default columns:

  • Name - name of the product

  • Active - indicates whether the product can be sold

  • Package - indicates whether the product consists of one or more of other included products

  • Code - internal reference of the product, for example, Hop-On Hop-Off Red line would be HOHOR

  • Destination - if destinations are set up, lists in which destination the product is available

  • Operator - name of a 3rd party company which runs the product

📗 TIP

Columns can be easily filtered by pressing the arrow next to the column title.

Actions

The action bar between the navigation bar and the bookings table enables you to perform a number of additional functions.

Action Bar
  • Search bar - filter the products table, using any parameter from the available columns, see Generate Report below

  • Keep Filter - when using search, tick the checkbox to make the column filters available

  • Saved Searches - press Saved Searches > Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches

📗 TIP

To learn more about saved searches, read our article Working with Saved Searches.

  • Restore - restore select products which were previously archive

  • + New Product - create a new product

  • Bulk Actions - select one or multiple products and press to apply an action on your selection; options include

Bulk Action

Description

Tag

bulk add tags; enter the tag title and press the Tag button. Note that these tags are not the same as sales tags

Untag

bulk remove tags; enter the title of the tag you want to remove and press the Untag button. Note that this action will not remove sales tags

Change Starts/Ends On

change when the product can be sold

Change Opening Hours

modify or complete change the products’ opening hours; tick the ‘Delete existing’ field to completely overwrite existing opening hours. If you leave the field disabled, any new opening hours will be added to existing opening hours

Change Destination

change which destination the products belongs to

Change Itinerary

change the itinerary associated with the products

Change Fields

change visible and required fields per source

Change Tax Rate

add to or remove tax rates from products

Create Closure

create a new closure for the selected products

Archive

archive selected products; archived products can be later retrieved using the Restore button

  • Show Columns - press to add new columns, or remove existing ones from your current view

📗 TIP

The list of columns which can be added is listed at the end of this article, under Generate Report.

  • Export - export the products table in CSV, Excel or SQL format

  • Generate Report - create charts and reports to analyse data from the products table

📗 TIP

To learn more about reports, read our article Working with Charts and Reports.

Report function

Description

Total

sum of values

Minimum

the lowest value

Maximum

the highest value

Average

the sum of values included in the report divided by their count

Count

number of the selected parameter

Available Column

Column

Description

ID

unique product identifier

Name

name of the product

Caption

title of the product page on the web checkout, see Product Level

Booking Terms

rules the customer has to accept before purchasing the product, see Product Level

Cancellation Policy

rules concerning cancelling a booking the customer has to accept before purchasing the product, see Product Level

Description

if destinations are set up, lists in which destination the product is available

Inclusions

a list of points of interest as part of the product

Exclusions

a list of items not included in the product

Long Description

the main description of the product displayed on the web checkout, see Product Level

Redemption Instructions

information on how to redeem a voucher for the product, see Product Level

Usage Instructions

information on how to use the purchased tickets, see Product Level

Sales Tag

a strip of text across the product cover on the web checkout or concierge portal aimed at increasing the product’s attractiveness, see Product Level

Sources

a list of sources where the product can be sold

Auto Undefer

automatically undefer ledger entries to ‘No-show’ or ‘Redeemed’ status once the validity period elapses (applies to travel date, not booking date)

Allow Deposit

the customer can pay part of the product’s price as a deposit and pay the rest during voucher redemption

Tax Included

indicates whether the price already includes tax or not

Checkin Allowed

indicates whether the customer can check in for the attraction using the web checkout

Has Fares

indicates whether there are fares set up on the product

Backend Connected

indicates whether the product is API connected

Tax Rates

a list of applied tax rates

3rd Party

indicates whether the product is operated by the supplier or a 3rd party

Package Multi Date

indicates whether the product is a multi-date package

Active

indicates whether the product can be sold

Fixed Capacity

indicates whether bookings require availability lookup

Package

indicates whether the product contains other, included products

Package Product

indicates whether the included products of a package are hidden from sales representatives and guests

Allow Voucher

indicates whether group tickets are allowed

Allow Ticket

indicates whether individual tickets are allowed

Operator Confirmation Required

indicates whether the operator must confirm any booking of the selected product; in case of package products, this only applies to the included products as they may belong to different operators

Checkin Reschedule Allowed

indicates whether the customer is able to reschedule their booking using the web checkout

Checkin Cancellation Allowed

indicates whether the customer is able to cancel their booking using the web checkout

Hide Availability

hide the number of available spots on the concierge portal; instead of a number, the concierge only sees whether the tour time is open or not

Combination Only

indicates that the product can be bought only with a combination product

Package Only

indicates that the product can be bought only within a package or pass

Code

internal reference to the product, for example, Hop-On Hop-Off Red line would be HOHOR

Billing Account Code

custom code associated with the product

URL Path

a unique auto-generated URL of the product page on the web checkout

Tags

tags assigned to the product; can be used for filtering

Destination

if destinations are set up, lists in which destination the product is available

Itinerary

itinerary associated with the product

Order Confirmation Email Template

lists the email template associated with the product

Operator

lists the operator associated with the product

Receipt

lists the receipts associated with the product

Starts On

if provided, displays the date from which the product is available

Ends On

if provided, displays the date until which the product is available

Opening Hours Set

indicates whether the opening hours are set on the product

Has Rate Extra

indicates whether rates are set up for product extras

Has Rate Include

indicates whether rates are set up for included products

Has Rate Voucher

indicates whether reseller vouchers are associated with the product

Has Rate Fare

indicates whether rates are set up for fares

Has Rate From Point Group

indicates whether rates are set up for from point groups

Has Rate To Point Group

indicates whether rates are set up for to point groups

Has Rate Tour

indicates whether rates are set up for tours

Has Rate Tour Group

indicates whether rates are set up for tour groups

Has Rate Option

indicates whether rates are set up for options

Has Rate Source

indicates whether rates are set up for sources

Has Rate Reseller

indicates whether rates are set up for resellers

Has Rate Band

indicates whether rates are set up for reseller bands

Has Rate Weekday

indicates whether rates are set up for specific weekdays

Has Rate Season

indicates whether rates are set up for seasons

Has Rate Season Current

indicates whether rates are set up for the current season

Category

lists the categories the product belongs to

Question

displays the answers to questions associated with the booking


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