After adding a lead into the Software, you are now ready to start building your first Package Quote.
INFO
If you not on a new lead's details page, click on Trips from top-left navigation and click on the ID (blue link) of your newly created lead. This will open the leads detailed page.
TODO: Add image of a ID click
Query Details
On the new lead's detailed page, you can see the basic details that we entered during the creation process such as lead source, destination, duration, pax and guest details. Software will also auto generate a unique identifier for the trip and we will refer to this ID as Trip ID. You can also the comments that we added in the Follow-ups section on the right side.
TODO: Add image of new lead's details page
Now let's create our first Package Quote. A package quote consists of packge services such as Accommodation, Transfers and a quoted price with markup and taxes.
Create Package Quote
To create our first package quote, we will click on Create Quote. This will redirect us to package creation page. Let's first go through this page's layout and different details.
- As an overview, you will see the basic details for the package such as destination, duration and pax details.
- Next to that, you have option to control the settings for multiple-category package quotes (e.g. 3 Star, 4 Star, Premium etc.).
- Following these basic settings, we have different sections to enter the details for
Accommodation,Transportation/Activities, andFlights. - Now, if you keep on scrolling, you will have a section to preview the package details.
- Next to that, you have controls for Markup and Taxes.
- Finally, at the bottom of the page, you can view the final quote prices.
Now let's add our package details. For the purpose of this guide, we will create for a single category 4 Star package with a 4 pax capacity vehicle, without any Activities or Flight inclusions.
Accommodation
Transportation
Summary Preview
Per-Person Costing
Markup
Taxes and Rounding
Final Pricing
Once you have filled the necessary package services and confirmed the prices, you can click on Save Quote button at the bottom of this page. This will save the package quote details and will redirect you to the Itinerary Preview/Editing page.
Itinerary, Inclusion and Terms
Day Wise Itinerary
Inclusion and Exclusions
Terms and Conditions
Once you have configured the required settings, you can click on Save Itinerary. This will save the itinerary and redirect us to the Trip's Details page with the Latest Quote information.
Well Done
Congratulation. You have successfully created your first package quote. There was a lot to go through but this time will keep on reducing on your future quotations and you will be able to quote withing 1 minutes.
As, this package was created in a systematic way (total costing, markup and taxes), editing this quote during your Follow-ups will be much faster and can be done within seconds.