Complete Product Setup

Wen Peng    Updated on 2019/11/15 17:51 p.m.

This guide is intended to help you walk through the complete product setup in Rezio Admin which covers adding products, images/video, itinerary, location, pickup, guide service, sales options, extras, taxes and fees, cancelation policy, deposit policy, booking information, tags, price, and sessions.

10 to 15 Minutes Read

Product

Log in to Rezio Admin and enter Add Product to start adding products.

Product > Add Product


ADD PRODUCT

1. Go to Product > Add Product.
2. Select in Category.
3. Enter Product Name and your own Product Code or leave blank for the system to generate for you.

Note: The product code can be set up by yourself or the system will generate a unique 6 character code. If you set up your own code, you cannot use the same code for different products.

4. Select Region and Time Zone where the product is based.
5. Select the Language and Currency in which the product is based.
6. Click  Create .

Remark: Once the product is created, you will not be able to change the category, location, and language settings. Please check your product basic settings are correct before continuing. 

Note: In the Location section, Region and Timezone are required fields and Country/Territory and Place/Landmark are optional fields. It will appear on the product card on MySite as shown below.

Good Work!

Let's continue to product settings which consist of product description, photos, itinerary, price and session setting.

section tabs

。The section tabs which have ★are required steps to set up a product. Rezio will remind you how many required steps are left on the top right corner.

。When all requirements are completed, it will show “All Done, Ready to Go!”.
。A green checkmark will appear on the tab when you have completed a section.

 ★ Introduction 
1. Enter in Brief and Description
2. Click  Next .

 Image/Video 
Image
1. Drag images to the upload area or choose from your computer to upload.
2. Click on the image you would like to set as Cover Photo (optional). If an image is set as cover photo, a blue checkmark will appear on the photo.
3. Click  Next .

Hint: All the photos you have uploaded in the Image/Video section will be saved in the system to be used in other sections without uploading again. 

Note: The cover photo is displayed on MySite as shown below.

Video
1. Copy and paste your YouTube video URL.
2. Select Video Language (optional) and click  Add .
3. Click  Next .

Remark: The URL site format must be https://youtu.be/ to add video.

 Itinerary 
1. Select the duration of itinerary in Duration.
2. Choose whether the event includes Breakfast, Lunch or Dinner.
3. Choose to add an item by Time Slot or Bullet Point. If you choose to add by Time Slot, adjust the time to the starting time of the item.
4. Enter in the text box to describe the item.
5. Choose a photo to go with the item (optional).

Time Slot without photo

Bullet Point with photo

6. Click  Add  and the added item will appear below the Add button.
7. When you have finished editing the itinerary, click  Next .

Hint: The order of items is adjustable by clicking the up and down arrows and removable by clicking the bin icon. 

Note: The itinerary will be shown on MySite as below.

 Location 
You can add the destination and meeting place details to let your customers be more informed of where the event takes place. The steps to set up Destination and Meeting place are the same. The location settings for destination will be used in the following as example.

Note:
- To display the destination or meeting place, switch the toggle button to blue. When the button is gray, the information won’t be shown on MySite.
- To expand the field, click the + sign and to hide the field, click the - sign.

1. Enter Destination / Meeting place.
2. Enter Address.
3. Enter in Note and fill in Latitude and Longitude. (optional)
4. Choose Use Your Image or Use Google Maps. (optional)

5. Click  Add  and the added location will appear below the Add button.
6. When you finish editing location settings, click  Next .

Hint: After entering the address and click Generate Map, the system will automatically generate and pinpoint the location on Google Maps. You can also enter latitude and longitude to help the system generate a more accurate location on Google Maps.

Note: When the toggle button is enabled, the location shown on MySite will be as below.

 Pickup 
You can set up pickup routes for your customers to choose from according to the session selected by them if your event provides pickup service. If you have already set up many pickup routes, you can type keywords in the search bar to find the pickup option required. If there aren’t any suitable pickup route, you can add a new pickup route in the settings. All the pickup routes successfully added will be shown in the list.

To add a pickup option to your product:
1. Select the pickup route required.
2. Click  Next .

Note: For more details on adding pickup routes, please go to Admin Settings | Pickup. 

 Guide Service 
In the guide services section, you can select the language guide services provided for the event.
- To add, click the + sign and select the guide services.
- To remove a language, click the x sign.
- To remove all the languages, click  Remove All  and to select all languages, click  Select All .
When finished adding, click  Next .

 Sales Option 
1. Enter Sales Option Name and Description (optional).
2. Click  Add .
3. Review the sales option added under the Add button and click  Next .

Note: If the sales option switch is turned to blue, the sales option is available for sale and when the switch is gray, the sales option is unavailable for sale. 

Hint: To remove a sales option, click the bin icon. To adjust the order arrangement of the sales options, click the up and down arrows.

 Price Details 
In the price details section, you can list down the price details of the event to inform your customers what kind of fees or taxes are price inclusive or exclusive. You can choose to add with the built-in fees or type in customized fees. When you finish adding, click  Next .

System
1. Click the + sign in Fees included or Fees excluded bar and wait for the fee list to appear. To remove a fee, click the x sign.
2. Select the fees. You can use the filter function or entering keywords to search for the fee you would like to select.
3. After selecting all the fees, click  Confirm

Custom
1. Enter the fee name in the custom bar.
2. Click the + sign and the added fee will appear below the custom bar. To remove a fee, click the x sign.

Note: The price details will be shown on MySite as below.

 Add-ons 
In the add-on section, you can set up add-on options if you provide other purchases besides your product. If you have already set up many add-on options, you can type keywords in the search bar to find the add-on option required. If there aren’t any suitable option, you can add a new add-on in the settings. All the add-on options successfully added will be shown in the list.

To add a add-on option to your product:
1. Select the add-on options required.
2. Click  Next .

Note: For more details on adding add-ons, please go to Admin Settings | Add-on  

  Taxes & Fees  (Multiple choice) 

In the taxes and fees section, you can set up tax and fee options if you would like to inform your customers whether taxes and fees are price inclusive or exclusive. If you have already set up many tax and fee options, you can type keywords in the search bar to find the option required. If there aren’t any suitable option, you can add a new option in the settings. All the options successfully added will be shown in the list.

1. Click +Add to enter add mode.

Note: For more details on adding taxes and fees, please go to Admin Settings | Taxes & Fees.

2. Enter in Label.
3. Select Currency, Type and Rule.
4. Enter a number in Value.
5. Turn on or off for Price inclusive to indicate whether the tax or fee is included.
6. Click  Create .

7. Select the label added in Taxes & Fees and click  Next .

Note: You can select multiple labels to link with the product for taxes & fees settings. All the labels successfully added will be shown in the list. If there aren’t any suitable label, you can click +Add to create your own. 

 ★ Cancellation  (Single choice)
1. Select the built-in option (Non-refundable, Full refund).
2. Click  Next .

Note: Only one label is allowed to link with the product for cancellation settings. The selected label will be shown at the top. If there are no suitable labels, you can click +Add to create your own. For more details on adding cancellation policy, please go to Admin Settings | Cancellation

 ★ Deposit  (Single choice)
1. Select the built-in option (No charge, Full amount).
2. Click  Next .

Note: Only one item is allowed to link with the product for deposit settings. The selected item will be shown at the top. If there are no suitable options, you can click +Add to create your own. For more details on adding deposit options, please go to Admin Settings | Deposit.

 ★ Booking Info  (Single choice)
The booking info section is set up for traveler information.
1. Click +Add to enter add mode.

2. Enter booking information description in Label.
3. Select the data field needed from traveler to Optional or Required. If the data field is not needed, select None.
4. Click  Create .

5. Select the item added in Booking Info and click  Next . The selected item will be shown at the top.

Note:
There are 5 category fields in Booking Info including Contact, Delivery, Participant, Dietary, Flight Fields. You can also create your own in the Custom Fields.

Default as REQUIRED
: Last Name, First Name, Mobile, Email in Contact Fields are set as required by default. All data fields are changeable except for Last Name and Email because both are required fields for your customer to check order on MySite.

Default as OPTIONAL
: Last Name, First Name, Mobile, Email in Participant Fields are set as optional and per person by default and other fields are set as none by default.

For more details on adding booking information, please go to Admin Settings | Booking Information.

 Tag 
If you wish to categorize your products for your customers to find a suitable product, you could add tags along with your product for product type, recommended age, skill level, intensity, place/landmark or even customize your own tags.

To add a tag:
1. Click the + sign to enter the tag list.
2. Select tag and click  Confirm .

3. Review your selections and then click  Next .

 ★ Publish Setting 
Edit publish setting

1. Select bookings to be confirmed automatically or manually and choose the number of hours to confirm after booking date or before departure date.
2. Select to cut-off booking at a specified time or relative time.
3. Select the time limit for accepting bookings to unlimited or limited. If you choose limited, enter the number of days limited.
4. Choose payment method acceptable for this product.

Note:
Specified Time means to cut-off booking time at a specified time. If booking cut-off time is set to 1 day 18:00, it will not be available for booking after 6pm one day before the session starts.

Relative Time means to cut-off booking time within a duration before the session starts. If the booking cut-off time is set to 6 hours, it will not be available for booking 6 hours before the session starts. 

Hint: If you do not see the payment method option you’re looking for, please go to Settings > General > Payment to check if you have enabled the payment settings.

Type of Voucher
1. 
Select None
2. 
Select Please present booking number along with your passport or ID for this activity.
3. Click
  Next .

Note: For more details on voucher settings, please go to Admin Product | Voucher Setup.

 ★ Add Pricing   *It is required to set up pricing policy for different sales options.

Remark: If you set the Advertising Price, it will be shown on MySite product card and will be served as the lowest price for Google crawler. If you leave it blank, Rezio will calculate from all unit prices in the associated pricing policies and set the lowest price as the advertising price. However, the customized price of a single session will not trigger the calculation of Advertising Price.

The pricing policy set for “weekday departure” and “weekend departure” will be shown in the following as example. The steps for “weekday departure” pricing policy are shown first, followed by the steps for “weekend departure” pricing policy.

Select Pricing Policy
1. Select the sales option you would like to add pricing.
2. Click +Add to add pricing policy.

3. Enter in Label.
4. Select Currency.
5. Select Rule to be set by person or by item. If the rule is set by person, select Identity and enter price.
6. Click  Add  and view your result at the bottom page.
7. When the rules are all set, click  Create

8. Repeat the previous steps for “weekend departure” pricing policy.
9. When finish adding both pricing policy, it will be displayed in the Select pricing policy section as below.

10. Select “weekday departure” pricing policy then continue to Bind Sales Option to Pricing Policy.

Binding Sales Option to Pricing Policy
1. Select Weekly as Binding Type and click Sat and Sun to disable weekends.
2. Click All day and then click  Add  to bind.

Note: When the binding type is chosen as Weekly, all the days of the week is selected and the time period is set to 8am-5pm as default. You can adjust the time period according to when you wish for the sales option to be on sale.

3. Go back to the Select pricing policy section and select “weekend departure” pricing policy.
4. Click Sat and Sun to enable weekends and click Mon to Fri to disable weekdays.
5. Click  Add  and the pricing policy bound to a sales option will be shown in the Bound pricing policy section.

Note: When the binding type is chosen as Weekly, all the days of the week is selected and the time period is set to 8am-5pm as default. You can adjust the time period according to when you wish for the sales option to be on sale.

6. When the pricing policies are all set, click  Next .

Remark: If there are multiple sales options, clicking  Next  will go to the next sales option. Please finish pricing policy settings for all sales options before moving to the next section.

 ★ Add Session  *Every sales option requires different calendar settings.

The selected sales option is in blue highlight followed by all the pricing policies associated with this sales option.

Hint: To switch to different sales options, click on the sales option you want to start adding session or edit.

1. Enter seats provided each day for this product in Availability.
2. Select the period available for sale in Open (from - to).
3. Select the starting time and duration in Session Time Slot.
4. Click  Add .

Note: The session added will be shown under the Add button. You need to add in the session time slot for every session. The order of sessions is adjustable by clicking the up and down arrows and removable by clicking the bin icon.

5. Leave the value in Apply to as default.

Note: All the days of the week are selected and the time period is set to 8am-5pm as default. If you wish to adjust and apply the same settings to other days, you can change the time on Monday and click Copy this to all.

If there are resources needed for this session, continue to add resources in Resource.
6. Click +Add to enter add mode. 
7. Enter resource name in Name.
8. Select type, usage time length and first available time.
9. Enter resource available in Availability and click  Create .

10. Select the resource added to apply and click  Finish .

11. Preview the session setting and click  Save .

All Done! You will be lead to the Calendar to view the sessions created on the next page. The status ON indicates it’s available for booking.

Note: If you don’t see a product newly added to the sales calendar, click Reload to refresh the page and try viewing again.

Meanwhile, you can check the product in the Product List and you will see that the Status is shown as  Available until 2020-03-31  because the session is set to end on 2020/03/31.

Excellent!

Your product is all set for sale!

Translation

If you wish to provide a multilingual interface for a foreign audience, you can also translate your product information shown on MySite into different languages in Rezio Admin.

1. Go to Settings > Translation.
2. Click on the product you wish to add translation to enter translation mode. 

Hint: All the products with complete settings will automatically appear in the translation section. You can enter keywords or use the filter function to find your product.

3. Click the + sign and select the language you want to translate into, click  Confirm .

4. After confirming, you can start translating in the corresponding text box.
5. When you have finished translating, click  Save .

Note: For more details on the translation section, please go to Admin Settings | Translation.