Master - Create New - Details


🎬 🍿 Watch our Product Feature tour to learn more


A Master is a template which is based on the products you sell and list on your website.  A master contains all of the default settings/selections/costs that can be reused for subsequent Departures (or Tours/Trips, whatever your word for this is).  It is the second tier in Odyssey's data structure pyramid.  

Masters have numerous settings which are seasonally based, so that changes can be catered for over different seasons. eg: Providers being used, Activities offered.

Note that choices defined in a Master can be overridden when making a [Departure/Trip] based on that master

Making a new 'Master' from scratch 

( as opposed to duplicating an existing 'Master' ) ...

There are two ways of Creating a New MASTER 

1.  From the Main Menu, select Masters | + Master button

Creating a new Master from the Main Menu

OR

2.  From the Main Menu, select Masters | List and click the + Master button

Creating a new Master from the Master List

The first screen that you see above, establishes some primary fields which are required, before moving onto the full 'Trip' Details screen where the remainder of the set-up occurs.

Defining your Master
  • Choose the name of the Trail or Location this Master is based on from the drop down list
  • Give this Master a name in the Description field
  • Assign a Shortcode, up to 3 digits
  • From the drop down list, select the season this Master applies to.  (Note, you can reapply a new season, and new rates, to this master in other steps at a later date)
  • If a Package Master, enter the number of days that this Master is based on. This field must have a value, and there will be a "default" value of 1 day. If a Custom Master, the number of days is not required
  • Select the Pricing Model from the drop down list - is it priced on a Quoted basis, or a Costed basis. See the separate Help page on Quoted Vs Costed
  • Click create
Master | Details tab
  • Enter a sort order from the drop down list.  This controls the position of this master in the Master | List view 

NOTE: Don't duplicate sort codes.  We recommend a structure like the one below, where each  TRAIL has a different sort sequence range, and each Master has a unique sort number within that range

Trail:  A20  (use a range of sort numbers from 1-9)

Master: A20 Swift - sort sequence 1

Master: A20 Hydro Lakes - sort sequence 2

Trail: GTT (use a range of sort numbers from 10-19

Master: GTT 1 day - sort sequence 10

Master: GTT 3 day - sort sequence 11

The purpose of the sort order field is so that if you wanted the GTT 3 day master to appear in the Master List view above the GTT 1 day master, change the sort number of the GTT 3 day trip to 10, and the GTT 1 day trip to 11.

  • Depot Use:  Put a tick in this field, if the Master is intended to support Walkin Bookings (Counter Sales)
  • Enter a minimum and maxim number of people required for this Master, if it's a tour with a set departure date and these requirements are important to your business.  If not, you can leave these fields blank, or turn the view to the fields off using the view (eye) on/off buttons.  Learn more about this feature Here
  • Enter the default Briefing duration minutes, and briefing time
  • Select if this is a package master, or a custom master, from the drop down list

Please follow the links at the bottom of the page to continue learning how to create your Master.

Inclusions

The inclusions tab holds  explanatory text which provide details to the customers about what this trip offers.  This is often the kind of content listed in your website about this trip, e.g. 4 night's accommodation, 3 shuttle movements, 3 bag movements.  

The Inclusion text can be used on quotations/booking forms, and also (optionally) on the Itinerary.  (See a sample Itinerary in the screen shot below, using that Inclusion text). If you wish it to appear on the itinerary, on Departures based on this master, click the "include in itinerary" tickbox.  It can be turned off again on individual departures if you require.

In the Master's Inclusions field, type any explanatory text which will then be pushed through to all Departures based on this Master.  It can be edited and customised on the Departure.

Office

Office Notes are designed to advise your office staff some specific information they need to know about all trips based off this master. They could say eBikes are not available on this trail, Commission not payable on this trip, Set trails per day, DO NOT ALTER: Day 1=x, Day 2=y, Day 3=z, or Not well suited to over 75's

When a Departure has been created based off this master, the text in the Office notes field appears on the Departure's Details Tab

General

Learn more about general settings Here

Related Articles