Create quotations using an advanced itinerary pricing system | Pro plan, Custom plan

Set up itinerary quotations using an itemized pricing table and display the total price, product category prices, or a detailed price breakdown on the customer-facing page.

 

 

The advanced pricing system connects three parts of an itinerary:

1) Products added to the itinerary
2) Pricing table
3) Itinerary Pricing tab


PRODUCTS IN ITINERARY

To create a detailed itinerary price breakdown or simply make use of automated calculations, enter prices directly in your product Pricing settings (gross cost, VAT, markup, price, etc.). TripCreator will then sync itinerary products and their pricing information with the pricing table and calculate the total itinerary price for you.

Screenshot 2023-07-12 at 15.33.25

PRICING TABLE

To reduce manual work, TripCreator will automatically synchronize itinerary products and their pricing information to the pricing table. Here you can finalize the quote by adding additional pricing categories (e.g. room types), adjusting the prices or markups, etc.

Screenshot 2023-07-12 at 15.41.31

Product sections

In the pricing table, all products are organized by product category.

Each section shows the total price for products in this category. You can rename sections, add additional sections, drag them to rearrange or delete them using the dotted menu on the far right.

Manage products in each section

  • Add new lines in each section to include additional services without creating products in the itinerary.
  • Delete products from the quote or price lines using the dotted menu on the far right. 
  • Add notes to products using the dotted menu on the far right. 

NOTE: In case a product needs to be renamed, this can be done from the planner.  The changes will be synced automatically.


Set up product prices

  • Start by inserting traveler count, unit amount.
  • Select a Unit type from the drop down menu. 
  • If required, add additional pricing categories for accommodation: click on the dotted menu that follows unit types and select Add new room. 
  • Insert cost and price values (prices added to product pricing settings automatically populate).
  • If applicable, select a buying currency and configure your own currency rates in the Currency Settings.


TIPS

1: If a price breakdown is not needed, instead of creating a detailed itemised quote, you can simply insert the total itinerary selling price in the dedicated field located in the lower-right corner. 

2: VAT can be preconfigured in your account SETTINGS – GENERAL SETTINGS – VAT/Taxes. The saved values can then be accessed in the pricing table. 

Quotation display settings

The last setting to configure is the Show to customer menu with options for how the quotation is displayed on the customer-facing Pricing tab. You can choose from showing:

• total selling price only;

• total price with product list;
• total product category prices;
• detailed price breakdown.

 


ITINERARY: PRICING TAB

Quotation for the customer is shown in the itinerary Pricing tab based on the itinerary pricing table information and settings.