Create a New Trip

Create a New Trip

  1. Go to Trips > Travel > Manage Travel.
  2. Click “Create New.”
  3. Fill in Part Number, Barcode, and Description fields.
    • Both Part Number and Barcode are up to you! They just need to be unique from all other trips, products, etc. in your system.
    • Description shows in searches and customer invoices.
  4. If you have more than one store location, select which locations can book reservations for this trip.
    • Creating a shared trip in one location will automatically create the part as needed in the sub-locations; Sub-locations will not be able to edit the available quantity other than through selling or returning a reservation.
    • Bookings created at any location will update availability for all stores.
    • Rosters and manifests will note the customer’s booking store location.
  5. Choose Departure and Return dates. These dates will print on all documentation and also assist in searching for a trip while selling or editing reservations.
  6. Note various other options as needed including sales tax and passport required, and click “Create.”
  7. Orchid POS will notify you that Base Options are missing. Click “OK.” Each travel part must include at least one Base Option.
    • All travelers reserve ONE Base Option. They can then reserve as many Add-On Options as offered/desired.
    • Best practice is to create a single base option, as each option requires a number of available spaces; too many options can inflate the total trip availability.
  8. From Options tab, click “Add Option.” 
  9. Define the description of your first Base Option. Examples include “Traveler” or “Double Occupancy Room.” Define your cost (Cost) and the price of the base option (Retail).
    • Cash Price does not determine the payment method of the eventual customer deposits; it is simply a descriptor of an additional travel-only price code.
    • Once you have created your Add-On Options, you can designate which ones are available for each base option if there options that are dependent on each other.
  10. Define required default deposit amount.
  11. Click “Add.”
  12. Define any Add-On Options. Add-ons are available “extras” like Sunset Cruise or Helicopter Tour.
    • Add-ons can also be used as credit line items. For instance, if your non-diver package is $300 less than a diver, all travelers can have the same base option, with some including the add-on discount.
  13. If desired, define information on the Trip Itinerary and Miscellaneous tabs. All areas except for “Internal Comments” will print on the customer’s travel summary, which prints when they make their reservation.

    • Related Articles

    • Create a Travel or Charter Reservation - Book a Customer on a Trip

      1. To create a new travel reservation, you will begin by bringing up the customer who is paying the initial deposit in Point of Sale. In the case of multiple travelers paying on a single reservation, each person will be listed on the reservation and ...

    • Create a New Work Order - Video

      When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...

    • Beta Release: New Create Purchase Order Page

      Once items are added to your vendor carts, you can proceed with completing the order. All vendors with open carts will display in Office > Purchase Orders > Create Purchase Orders (items are added to the carts via the Select Parts to Order page). ...

    • Beta Release: New Calendar Booking

      Courses have a new, updated calendar view and booking process. Booking from Quick Keys in Point of Sale has not changed. View Available Courses You will continue to select the Calendar option from within the Quick Keys area: Click any course on any ...

    • Selling a Trip

      Trips typically take multiple deposit payments over time, as reservations are created and edited sometimes years in advance. When the trip is complete, you will sell the trip. This will close all reservations and move all payments from deposits ...