Update Itinerary Products Using Inventory Products

Make quoting more dynamic by swapping generic products with specific ones from your inventory.

Turning proposals into confirmed itineraries becomes faster and more flexible with the itinerary product update feature. For example, you can start with a generic product like “3-course dinner in London” and later replace it with a specific restaurant from your inventory.

To update a product in your itinerary:

  1. Tap the product in your itinerary.

  2. Tap the Update button.

  3. Select Update from inventory.

  4. Use the search bar to find and select the specific product you want to replace it with.

☝️ Note: When updating products in your itinerary, you can select any product from your inventory within the same category.


Product Update button 



Inventory product search window

 

💡TIP: You can also update products from your itinerary to your inventory. Choose the exact product to update — either the original one, an alternative from your inventory, or create a brand new product.