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Package Master User Manual

The Package Master is where you standardize your travel products. Create reusable itineraries and pricing templates to speed up your quotation process.

1. Introduction

Instead of manually typing itineraries for every new request, you can save your most popular routes as templates. When creating a quote, simply link these packages to populate the data instantly.

2. Key Features

  • Rich Itinerary Builder: Create day-by-day plans with detailed descriptions and inclusions.
  • Master Pricing: Set base rates that can be adjusted later during quoting.
  • Package Cloning: Duplicate an existing package to create variations (e.g., 3-Day vs 5-Day version).
  • Visibility Control: Manage packages as Active or Inactive.
  • Centralized Updates: Change a package once, and the updated version is available for all future quotes.

3. How to Use the Package Module

3.1 Search & List Packages

  1. Go to the Package Master section.
  2. Search Bar: Search by Package Name or Destination.
  3. Status Filter: Quickly find packages that are active or hidden.
  4. Draft Management: See which packages are still under development before they are used in client quotes.

3.2 View Package Details

Click the "View" (Eye Icon) on any package. The page shows the full product: name, duration, destination, price, status, day-by-day itinerary, terms, inclusions, exclusions, and activity history. The layout is a main column (left) for header and itinerary, and a right column for inclusions, exclusions, clone action, and timeline.

Sections on the Package View Page:

The following sections appear in order. Terms & Conditions only appears when terms have been entered.

Package Header & Summary

The first card uses the Package Name as the title. Below: optional Package Description (overview). Then a row of summary items: Duration (X Days / Y Nights), Destination, Pricing (₹ base price), and Status (Active or Inactive) with a badge. Use this to see at a glance what the package is, where it goes, and whether it’s available for quoting.

Detailed Itinerary Plan

Day-by-day breakdown. Each day shows a day number, Title (e.g. “Day 1 – Arrival”), and Description (what happens that day). If no itinerary is set, “No itinerary details available” is shown. This is the content that can be reused when the package is linked to a quote.

Terms & Conditions

Shown only when terms have been entered. Displays the package’s terms and conditions (payment, cancellation, or other policies).

Inclusions

In the right column. Bullet list of what is included in the price (e.g. accommodation, meals, guided tours). If none are set, “No inclusions specified” is shown.

Exclusions

In the right column. Bullet list of what is not included (e.g. tips, flights). If none are set, “No exclusions specified” is shown.

Quick Actions & Recent Activity

In the right column. Quick Actions contains the Clone Package button to create an exact copy. Recent Activity is the timeline: when the package was created, updated, status changes, or deleted. Each entry shows date, time, and user. Use View Full Activity History to see the complete log. This matches the “Package Update History” / “Product Audit Trail” described below.

Action Buttons (top of page):

Download PDF

Generates a PDF of the package (itinerary, inclusions, exclusions) for sharing or printing.

Change Status

Open a dialog to set status to Active (visible for quoting) or Inactive (hidden).

Clone Package

Creates an exact copy of the package (also available in Quick Actions). Use for variations (e.g. 3-Day vs 5-Day).

Edit

Update name, destination, days/nights, description, itinerary, price, terms, inclusions, or exclusions.

Delete

Marks the package as Deleted and removes it from the master list. This action cannot be undone.

Package Update History:

Each package has its own record of modifications:

Product Audit Trail:
  • Version Tracking: Shows when the itinerary was last updated.
  • User Log: Records which staff member created or edited the product details.
  • Usage Stats: Identify how many times this package has been converted into a quote.
  • Status Timestamps: Log of when the package was activated or retired.

3.3 Creating a New Package

Click "Add Package" (or Create Tour Package) to open the form. The layout is a main column (left) for basic info, itinerary, and terms, and a right column for pricing, inclusions, exclusions, and actions. Required fields are marked below where relevant.

Package Basic Info

  • Package Name (required): A clear title for the product (e.g. “Dubai Luxury Escape”). Max 100 characters.
  • Destination (required): Where the package is for (e.g. “Dubai, UAE”). Max 50 characters.
  • Days (required): Number of days. Numbers only; max 3 digits.
  • Nights (required): Number of nights (typically Days − 1 for multi-day tours). Numbers only; max 3 digits.
  • Package Description (optional): Brief overview of the package. Large text area; max 500 characters.

Itinerary Plan

  • Use Add Day to add one or more days. Each day has:
    • Title (optional): Short heading for the day (e.g. “Day 1 – Arrival”). Max 100 characters.
    • Description (optional): What happens on that day. Large text area; max 2000 characters per day.
  • You can remove a day with the × button (at least one day must remain). The order of days is preserved for the view and for when the package is used in a quote.

Terms & Conditions

  • Terms & Conditions (optional): Payment, cancellation, or other policy text for this package. Large text area; max 500 characters.

Pricing & Status (Right Column)

  • Package Price (₹) (required): Base price in rupees. Numbers and one decimal only (e.g. 45000 or 45000.50). This is the starting rate when the package is added to a quote; it can be adjusted per quote.
  • Status (Active/Inactive) is set when saving or later via Change Status on the package view page.

Inclusions & Exclusions (Right Column)

  • Inclusions: Click Add to open a modal, enter a short title (e.g. “Guided City Tour”), then Add Inclusion. Each item appears in the list; you can remove items with the ×. These show on the package view and in quotes.
  • Exclusions: Same as inclusions—click Add, enter a title (e.g. “Tips & Gratuities”), then Add Exclusion. List items can be removed with ×.

Click Save Package to create the package (or Update Package when editing). Use Cancel to return to the package list without saving. The new package can then be linked to quotes from the Create Quote page.