Overview 

Transfers are used as connections in Templates. Each transfer is a single product and has a specific start and end location.

Several transfers can be added to a Template, for example, you can start by adding a boat transfer, then a road transfer, a flight transfer, and so on. The prerequisite is that the end location of the previous transfer matches the start location of the following transfer. 

00:00: This guide will teach you how to create your own inventory transfers based on your contracted rates, availability, seasonality and allotments. 00:09: Navigate to the Products section and click on "Transfers". 00:13: You will be directed to the transfer overview page. On this page, you will see all your created transfers. If you just get started, the page will be empty. But we will show you now how to fill it with your own created transfers. Transfers are used as connections. Each transfer is a single product with a specific start and end location. Several transfers can be added in a Template. The prerequisite is that the end location of the precedent transfer matches the start location of the subsequent transfer. 00:44: In order to create a transfer, the following information needs to be readily available: - Start & End Location - Net-sale price - All start times - The exact duration - All extras Click on "Create Transfer" to begin creating a new transfer product. 01:00: You will be asked to add the required information about the transfer, such as title, currencies, means of transportation, duration, description and locations. 01:11: Start by entering the Title of the Transfer. From is the pick up location and to the drop of location information. 01:18: Choose the contracted Currency. Please note: This is only possible while creating the Transfer. Once you click Save, the currency cannot be changed for this Transfer any more. 01:29: Select the Means of Transportation. Select from Bus Ride, Boat Ride, Car Ferry, Flight, Road Transfer, Train Ride, Motorcycle, Bicycle or Walking. 01:42: Add the Duration & Overnight of the transfer Duration and overnights are calculated in 24 hours. If a transfer only takes 30 min., only the minutes field needs to be filled. The other fields should stay on 0. 01:57: Enter a Short Description Short descriptions are not mandatory, but they can be used if specific information is needed, for example: Your driver will pick you up at the airport and directly transfer you to your hotel. 02:10: Add the Start and End Locations The start and end locations have to be chosen from the drop-down menu in order to be added properly. The search is pulled via Google, and the pin can be manually moved to its exact location if desired. The prerequisite is that the end location of a transfer should match the start location of the subsequent transfer, stop, and vice versa. 02:33: Click "Save" After clicking Save, the draft of the Transfer will be created, and you will be redirected to a new page. 02:41: After you have saved the details of the transfer, you will be directed to the overview page of the transfer, which is separated by tabs. It’s on those tabs that you can add all the relevant information to your product that will reflect how it presents itself to users, the availability, prices, translations, and allotments. Continue with adding "Service Categories". 03:03: Navigate to the "Service Categories" Tab. 03:07: Click on "Add service category" to create a new service category. 03:12: Enter the "Name" of the service category and click "OK". 03:16: The category will be created and can be filled with details such as seasons and prices. Create one Service Category with seasonality first. The season tables of the service categories are copied and only have to be entered once. When changing one of the season tables, all season tables are adjusted accordingly. 03:36: Enter an Included and/or Excluded Remark, which should be displayed with the transfer if required. (This is optional) 03:44: Select the pricing structure for the transfer based on your contracted rate. 03:49: To be able to add a pricing season, you need to create a Pax Range first. Click on "Create now". 03:57: "Edit Ranges" Pax ranges can be added according to the price calculations needed. If the product should be bookable for more than two PAX, a range of at least 1-6 PAX should be created. Products that do not have a price for more than 2 PAX will not be visible on the Frontend for an inquiry of more than 2 PAX. Click on "OK" once you added the ranges. 04:18: After saving the Pax range, the pricing season can be added. Add as many pricing seasons as needed. Click "Add pricing season" 04:28: Select the dates for the pricing season. 04:31: A pop-up window will open to edit the pricing season. Several season tables can be added, and there are two possibilities for adding. Enter a Season Name, for example, Low, High or Peak Season. Seasons names are optional and are for internal use only, they are not displayed on the Planner. 04:51: Pricing season can be created via the "Calendar view" or "List view". Choose the one which is most convenient for you. 04:58: In the list view, dates can be selected by choosing them from the calendar. Selecting the start and end dates creates a continuously available season, making the product available on all chosen dates. Add as many ranges as belonging to the named season and clock on "OK" to save. 05:16: Once you have added the different seasons needed, you can add a price to the season. Add your price below the PAX on each season. 05:24: If you add new service categories, the pricing seasons will be taken over from the previous one, so you only need to set them once. 05:33: Do not forget to hit the "Save" button on top of the page to make sure to save your changes. 05:38: Now it's time to publish your transfer with the basic information added. Before a transfer can be used in the Planner and added to a Module or Template, it must be published. The status of the transfer is always displayed next to the defined transfer name. Next to the SAVE button, on the top right, you will see an action button with three dots. Click on Express Publish to publish the accommodation. 06:03: The status of the transfer will be set from draft mode to publish. The transfer is now live and available and can be added to modules, templates and can be selected in the Planner based on the defined locations. 06:16: Here you see the display of the selected transfer in Planner. 06:20: This is the display of the transfer on the transfer overview page. 06:25: This is the display of the transfer on the transfer detail view. 06:29: We hope you enjoyed this TripBuilder guide on creating an Inventory Transfer. Thank you

How to create inventory transfers 

In order to create a transfer, the following information needs to be readily available:

• Net-sale price 
• All start times 
• The exact duration
• All extras

Steps to create an inventory transfer: 

1. Go to Cockpit.
2. Click on Inventory.
3. Click on Products.
4. Click on Transfers 
5. Click on the Create Transfer button.

A new page opens where you can enter the required information. 

• Add the Title of the Transfer
  
  • Descriptive element: From / To 
• Choose the contracted Currency 
• Select the Means of Transportation 
  • Select from Bus Ride, Boat Ride, Car Ferry, Flight, Shuttle Ride, Road Transfer, Train Ride, Motorcycle, Bicycle or Walking 
• Tick the box for Private Transfer if needed

  • If the private transfer box is checked, the Planner will display the information that this is a private transfer. 

• Add Start Times for the transfer (optional)  
  • Start times should only be added if they are mandatory in order to connect to the next product. Add as many start times as needed, in order to give a greater choice in the Planner. Please also consider setting Buffer Times.
• Add the Duration & Overnight of the transfer 
  • Duration/overnights are calculated in 24 hours. 
  • If a transfer only takes 30 min., only the minutes field needs to be filled. The other fields should stay on 0. 
• Enter a Short Description 
  • Short descriptions aren't mandatory but they can be used if specific information is needed, e.g. Your driver will pick you up at the airport and directly transfer you to your hotel.
• Add the Start and End Location 
  • The start and end locations have to be chosen from the drop-down menu in order to be added properly. The search is pulled via Google and the pin can be manually moved to its exact location if desired.
  • The prerequisite is that the end location of a transfer should match the start location of the following transfer, stop, etc., and vice-versa. 
• Click Save
  • After clicking Save, the draft of the Transfer is created and you're directed to a new page. 

Add Service Categories 

On the Service Categories tab, various service categories can be added. There's no restriction to the amount. 

Create a Pricing Season

Add Amenities 

Additional Tabs

00:00: In this guide we will cover what you can do in other tabs of an Inventory Product when you're creating or editing it. 00:07: The Description tab, Pricing or Room Categories or Service Categories tabs, Amenities tab, and Picture tabs are explained in each Inventory Creation video you have available. 00:19: In your library of Videos and Guidance, you can also find a video dedicated to Cancellation Policies. 00:26: In this video, we will focus on the following tabs: Tags; Translate: Miscellaneous; Integration; Reselling; and Summary. All of this tabs exist on all of the Inventory Products you can create, and they are similar in all of the products. 00:43: Let's start with tags. Select the "Tags" tab of any inventory product. 00:48: You will see a list of all the tags that have been created in your instance. If none has been created yet, this list will be empty. 00:57: You can also see if this product has any tags associated to it. 01:01: To create a new tag, click on "Create new tag". 01:05: Give the tag a name, and click on Ok. 01:08: To add your newly created tag, or any other existing tag, click on the plus icon of any tag. It will add that tag to the product. 01:18: Tags are mostly useful on listings, templates and modules, where you can find Inventory by searching for the tags. 01:26: Let's move on to translate. 01:28: As the name says, this is where you can translate the information that is visible in the frontend of your Inventory Product. 01:35: For each available frontend language (in Discovery, Planner and Checkout), that is set in your settings, you have the possibility to translate the original text. 01:45: In some cases, like Areas, and airports, you have some pre-filled translations. 01:51: Let's move on. Choose the "Miscellaneous" option. 01:55: On Miscellaneous, you can set the Supplier and the Operator of the Inventory product. To know more about working with Suppliers, check our video about it. 02:05: You can also set a Commission Category, from the ones already defined by your TripBuilder Admin. This commission categories define how much commission an agency gets when this product is sold. 02:16: On Internal Remarks, you can leave any comments you might find suitable. This field is not visible by Agent users, or end-users. 02:25: In this last information, you can see if this Inventory product is included in any Template. If so, you will see a link to that template, and their status. 02:35: Now, let's navigate to the "Integration" section. 02:39: This tab allows you to create an external reference for this product that you might use in other external softwares. 02:46: The major integrations are included, like Midoco, GIATA, Amadeus, between others. 02:54: You can then add the external ID you might use to identify this Inventory Product. The information will then be passed via the Booking API to the external system defined. 03:05: The next tab is Reselling. 03:07: On Partner Reselling, you can share this Inventory Product with other Travel Agencies, Distribution Channels or Partners. For this to be possible, your TripBuilder Admin must have reselling rules and markups created. 03:20: The last tab is a summary tab. Navigate to it. 03:24: You have the ID of your product, and it's revision. The revision is the number of edits made to this inventory product. Name indicates the name of the Inventory Product. Lastly, Status indicates the current status of the Product. Status reflects if the product is Published and visible on the frontend, or if it is in a Draft status, when you are creating it, and lastly Incomplete, if you are making changes to it. 03:51: Also on the Summary tab, you have the possibility to mark certain inventory products as "Available on Request". 03:58: When a specific component needs to be manually requested, booked or confirmed at all times, then you can set it up to be always available on request. 04:07: Marking this option as "ON", will make this product not directly booked in the time of the booking. 04:13: Lastly, on the Summary tab, in some Inventory Products, you will have the Room or Service Categories, Amenities and Special Offers displayed. 04:23: This guide covered the common tabs of Inventory products. See you next time!

Learn more about the use of the Additional Tabs in the following overview. 

Publish the transfer 

Display in Planner  

Display of the transfers in Planner: 

Display of the transfer in the overview of the transfer: 

Display of the transfer in the detail view of the transfer: