Use this guide to understand how to add a new Transfer unit in the database. Learn how to add price list schedule and define prices.
Entering general information
To add a new transfer, choose Transport → Transfers from the main menu.
The Transfers grid has opened, where you can find every transfer unit which is loaded in the system. To add a new transfer, choose.
The New object window has opened. Use this window to add general information about the unit you are creating. First, fill in all necessary data.
Enter the type of the unit by choosing Transfers in the Select type drop down list.
Select a destination by choosing existing one from the Select destination drop down list or add a new destination with the Plus icon. (See: How to enter destinations)
Choose the existing supplier by typing a name (e.g. Lemax) or add a new one with the Plus icon.
Clickto enter a transfer.
Transfer has been added to your database. Additional tabs have appeared in the transfer editing window. Use these tabs to:
- Define price lists
- View the reservation statuses
- Create supplier confirmations (individual or group)
- Define descriptions, itineraries, photo galleries
- Add transfers to categories
- Define SEO rules
- Define capacities and availability
Defining a new price list schedule
Price list schedule is used to have different prices in different date periods. Price list schedules are different for each transfer. Date periods inside price list schedules can be grouped by price so you don’t need to enter the same price more than once.
To add a new price list schedule, continue with choosing Price list tab after defining general information. If you have exited Transfer window you can enter it with from the grid with double click in a row or click the .
In the Options field find the Price list schedule drop down list and click the next to it to add a new period.
The New price list schedule window will appear.
NOTE: There are already 4 period groups defined by default. One of the groups contains 2 periods, so there are total 5 periods predefined. Number of periods and period groups can be changed.
Enter the Price list schedule name.
HINT: It is good to put year in the name, for example: “London bus 2012” so that you can easily find it later.
In the Price list schedule window you can enter a new period group by clicking , add a new period inside a period group by clicking the (to group periods with the same prices), delete a period by clicking . Enter the Start and End dates of the periods.
NOTE: Start and end dates have no year. They apply to the current season.
Enter the Release period (days before travel when the reservation needs to be created in this period if you are using it for transfers. If not, leave it empty.)
Clickto save changes.
NOTE: The first day of the period is included in the period and the last day is not. For example, if the period is from 7.10 till 15.11 the price on 7.10 will be calculated from that period and on 15.11 you will get price from another period.
Do not leave days of the year not covered with periods, unless you need to. For example, if you receive price list from your supplier that has 2 periods (from 7.10 till 15.11 and from 16.11 till 24.12) enter it in Lemax as 2 periods from 7.10 till 16.11 and second as 16.11 till 25.12).
If you do not do so and enter dates as you got from supplier, nights on 15.11 and 24.12 will be left with no price at all.
To apply newly created schedule, choose it in the Price list schedule drop down list. You will see the applied schedule as periods for basic service prices entering.
Defining the basic services price list
Continue with transfer uploading with defining basic services for the transfer units by entering prices in the newly created price list schedule. If you have exited Transfers window you can enter it with from the grid with double click in a row or click the and choosing the Price list tab.
In the Options field select a Price list schedule from a drop down list or enter a new one by clicking the Plus icon next to the drop down list. To add an transfer unit, click the
Choose the type of the unit to be Transport in the Type drop down list.
Choose basic service type from the Service drop down list. Possible services are Transfer (one way) or Transfer (two way).
This choice is connected with Pick-up destination and Drop-off destination.
When adding Transfer (one way), you should define Pick-up destination and Drop-off destination above the price list.
When adding Transfer (two way), you should define Pick-up destination and Drop-off destination above the price list. For the bus return, defined Pick-up destination is automatically taken ad Drop-off and other way around.
NOTE: Destinations have to be previously loaded in Places. See How to enter places.
Choose Pick-up and Drop-off destinations in the drop down lists above the price list.
Select Currency from the Currency drop down list.
Enter unit description in the Description text area.
Define how many people can be in one reservation for this bus in the Max ps text area.
Select Selling billing type and Net billing type depending on the way you want to calculate prices you will put in the table. Choose Per person for this example.
Locate the Net price list line and enter net prices for each period.
Locate the Margin line and enter margin as percentage for each period to get selling prices (or enter selling prices manually).
Click OK button to save changes.
If you want to find out more about related actions to the Entering transfers, use our Manual by following this links:
How to create a reservation
Add accommodation, transfer, tour or a charter flight/bus to a category