Adding a New Package

To create a Package, begin in a Tour record and click on the “+ Package” button at the top of your screen, directly below the Tasks & Clients buttons. Initially, the Package will be named and dated the same as your Tour record; change either or both if appropriate. By example, if the Package represents a post-tour extension, the begin and end dates will be completely different from those of the Package set up for the basic tour.

Your Package will initially be “typed” as a PKG but there are alternatives. To explain each type:

AIR: If you want to separately show and bill for the cost of air transportation, create an AIR Package.

BUS: A Package containing just the motor coach component would be classed this way.

DRVR: This identifies the Package containing services that will be used by the driver.

INS: There are several ways that insurance can be sold in TourTools™. If the cost of coverage is what might be described as a “flat fee”, in other words not dependent on the cost of arrangements purchased by the traveler, their age, or other factors; then creating one or perhaps several Packages will work for you.

LAND ONLY: This would be the counterpart to your Air Package; i.e. a bundling of the rest of the tour services in a Package classed LAND ONLY.

OPT: Options which will be available in addition to the basic Package, pre- or post-tour extensions, by example, would be categorized as OPT.

PKG: A standard Package usually containing all components of what might be considered the “core” tour. This may or may not contain air segments.

STF_DBL/STF_SGL: These identify Packages that will be used by your tour manager or other staff traveling with the group.

*When you price a Package typed DRVR or STF SNG/DBL the Selling Price will display as zero, the logic being the driver is rarely and the staff (tour manager) never billed for their travel. In the event they are to be charged, then create Packages classed as PKG for them. To be sure, the Ops records related to these personnel Packages will reflect a cost and therefore the expense is considered as part of your P/L report. What you will not have is a receivable in Bookings.

By default, your Package will also be set as “Primary” in the field so labeled. The alternative is to class the Package as “Other”. To explain the difference, an “Other” can’t be purchased without first confirming a “Primary”; the best example being a shore excursion on a cruise or a pre-tour hotel night. An “Other” Package would never be purchased on its own.

In the field labeled Comm Level, pick from the list of values to indicate the level at which this Package is to be commissioned. What you enter here relates to levels that you have assigned in the Client record of or a Booking related to an agency or a group leader. When the Package is sold to a Client identified as a Master Record or to a Client linked to a Master Record, a commission will calculate in the Booking record.

Before proceeding any further, you might want to already select or de-select the room types you plan to price and sell.

*If your Package contains a service or services that are per-person, in other words there is no room component only “Dbl/Opt” should be “turned on.”

If you have any questions that are not answered here Contact TourTools Support for assistance.