Overview

This guide is intended to help you walk through the essential settings for creating a new product in Rezio Admin which covers adding product information, itinerary, sales options, prices, cancelation policy, deposit policy, booking information etc.


JUMP TO


Product > Add Product 

Log in to Rezio Admin , you can click on Add Product on the menu or click on +Add in Product List to  begin product setup.


  • Add Product

  1. Go to Product > Add Product.

  2. Select Product identity color, this will make it easier to be identified in the Sales Calendar.

  3. Select product Category 

  4. Select Subcategory and Language

Note: Make sure you use the correct language to create the contents for this product, if you choose English but use Chinese instead, your customers will see Chinese even if they select English as website language.

  1. Enter Product Name, your own Product Alias and Product Code.

Note: Product Alias is only shown in Rezio Admin for easier identification, and you can leave the Product Code blank to be generated by the system automatically. If you set up your own code, you cannot use the same code for different products.

  1. Select the Time Zone and Region where the product is based.

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.

 

 

  1. Select the Currency of this product. 

  2. Select the settings for Notification Email.  If you choose Custom emails, it will be sent to the appointed recipient and not your customer.

  3. Select whether or not to send Travel Reminders to your customer, and when.

  4. You can add the vendor of this product from the Vendor List if necessary.

  5. Click Create.

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

 

Good job! Let's continue to product settings which consist of several sections: product description, photos, itinerary, price and session setting.  


Product Settings

  • Section Tabs

  • The section tabs marked with ★ 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 information about this product as you like, such as BriefHighlightDescriptionPurchase NoticeSpecial Terms and Conditions etc.  The ones marked with asterisk are required fields.

  2. User restrictions: Select if this product is available to or restricted for customers with specific nationalities, or you can enter other restrictions if required.

  3. Click Next to save data and go to the next section.




  • Sales Options

  1. Sales Option Switch: If it is turned to blue, the sales option is available for sale and when the switch is gray, the sales option is unavailable for sale.

  2. Enter the Name and Description of this sales option.

  3. Select Availability Type: You can set the availability by sessionby sales option or unlimited.

Note:If you set the availability by session, each session’s availability will not be affected by the other sessions.

If you set the availability by sales option, and you have multiple sessions, all the sessions will share the same stock quantity available for sale.

  1. If the product category is Ticket, you will have to set the Ticket Validity Type.

Note:If the valitidty type is “Ticket is valid and must be exchanged only on the booked date”, you will also have to select whether redemption before session is allowed, and the Ticket Invalidation Mode, meaning whether the ticket can still be used after the booked date.

  1. Click Add, this sales option will appear underneath.

  2. You can add more sales options as needed, once you’re done, review the sales option added at the bottom and click Next to save the data and continue.



  • Taxes & Fees

You can select the applicable taxes and fees for this product and inform your customers whether they are inclusive or exclusive in the price.

  1. Enter keywords to filter and find the tax & fee item to use. 

  2. You can select multiple items to link with the product, and the selected ones will be shown at the top. If there are no suitable options, you can click +Add to create your own.

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

 

  1. Click Next to save the data and continue.

 


  • Cancellation Policy

  1. You can select the default option Non-refundable or Full refund, or select another applicable option.

  2. Only one item is allowed to link with the product for cancellation settings. The selected option will be shown at the top. If there are no suitable options, you can click +Add to create your own. 

  3. Click Next to save the data and continue.

 

Note: For more details on adding cancellation policy, please go to Admin Settings | Cancellation Policy.



  • Deposit 

  1. You can select the default option No charge, Full amount, or select another applicable option.

  2. Only one item is allowed to link with the product for deposit settings. The selected option will be shown at the top. If there are no suitable options, you can click +Add to create your own.

  3. Click Next to save the data and continue.

 

Note: For more details on adding deposit options, please go to Admin Settings | Deposit.



  • Booking Info

The booking info section is set up for traveler information.

  1. Booking info are the columns for your customer to enter traveler information, you can use keywords to find an existing template to use.

  2. You can click on Edit to see or modify the template, and If there’s no suitable option, click on +Add to create your own.

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

  1. Click Next to save the data and continue.

 



  • Publish Setting

    • Edit publish setting

  1. Select how and when the bookings will be confirmed: Instantly, Automatically or Manually. If not instantly, you need to set the time for sending confirmation email after booking or before departure.

  2. Set the Booking Cut-off Time by session start time or end time.  

  • By session start time

Specific: If cut-off time is set to 0 day 12:00 AM, the session cannot be booked from midnight on the session date.  If cut-off time is set to 1 day 6:00 PM, it will not be available for booking after 6pm one day before the session starts.

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

  • By session end time

You can only set a relative time, if set to 0 hour 30 minutes, the booking will be closed in 30 minutes before the session ends, regardless whether it has started or not.


3.  Select how far ahead it is allowed to make a booking (unlimited or limited time),  if you choose Limited to, enter the number of days limited.

4.  Choose the Payment Methods accepted for this product. 

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.


  • Voucher Settings

The supported voucher type includes: NoneRezio VoucherCustom VoucherUpload Voucher Files and OTA Vouchers.

Custom Voucher is only available for Rezio Rise plan and above, for more information on how to create custom voucher, please go to Creating Custom Voucher.

For more details on voucher settings, please go to 

Admin Product | Voucher.

 

Rezio Voucher (Use default template)

  1. You can choose to Use Rezio QR Code or Upload Customized QR Code.  Contact your Rezio Expert if you want to use API QR code or Barcode.

  2. Select how the voucher will be generated and how many times one voucher can be redeemed.

    • For example, when the booking is for 3 adults, if you choose By Order, only 1 QR code will be generated, and if you choose By Identity/Item Quantity, total 3 QR codes will be generated.

  3. Select Voucher Language.

    • Custom:The voucher will be in your selected language regardless of the language used when your customer made the booking.

    • According to customers’ order languages:The voucher will be in the same language as the customer’s language.

  4. Select how and when to send the voucher to your customer.

  5. Select the instructions on How to Use the voucher, you can choose from the default text or enter your own.

  6. Click Next to save the data and continue.

 

Custom Voucher

Most settings are the same as using Rezio Voucher, the difference is that you’ll have to select the voucher template to be used.

 

  1. You can select from existing templates or create new ones, please refer to Creating Custom Voucher.

  2. If you want to use different template for different language, click + to add other language.

  3. Select the template for your selected language.

  4. Click Add to complete the setting.

  5. You need to set the voucher template for each sales option separately, but it is OK to use the same template for all options.  Once you’re done, click Save

 

  • Upload Customized QR Code

If you choose to use Customized QR Code, you will have to upload it under the Order Detail page after the bookings are made, and the QR code cannot be redeemed with Rezio APP.

 

 


  • Add Pricing


You need to set the pricing for each sales option individually.  You can bind one or multiple pricing policies to the same sales option, but once bound to a pricing, the sales option cannot be deleted.

 

Note: If you set the Advertising Price, it will be shown on the product card of MySite 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.

In the following we will show you how to set different pricing policies for weekdays and weekends.  First, let’s set up the pricing for weekdays:

  • Step 1: Select Pricing Policy

  1. Choose from existing pricing policy templates, click Edit to see or modify the content.  If there is no suitable option, click + Add create your own.

For more information on how to create pricing policy, please go to Pricing Policy.

 

  • Step 2: Bind Sales Option to Pricing Policy 

  1. Select Weekly as Binding Type and click Sat and Sun to disable weekends (Blue=enabled, Grey=disabled).
  2. Click Add to bind, and this policy will appear in the Bound pricing policy section below.

 

Next, let’s set up the pricing for weekends.

 

  1. Go back to the Select pricing policy section and choose the one you want to use for weekends.

  2. Select Weekly as Binding Type and disable Mon to Fri, leave Sat and Sun blue. (Blue=enabled, Grey=disabled).

  3. Click Add to bind, and this policy will appear in the Bound pricing policy section below.

  4. Now that we’ve completed the settings for weekdays and weekends, click Next to continue.  If you have multiple sales options, please make sure to set up each one separately.

 

 

Remark: Besides Weekly settings, you can also set the binding type to
Specific Date: Suitable for setting different prices for special holidays or promotional events.
Date Range: Suitable for setting different prices for peek-season and off-season.

For more details, please go to Pricing Settings.


  • Add Session

You need to set the sessions for each sales option to create the Sales Calendar, once the Sales Calendar is created, this product cannot be deleted. 

  • Click on the sales options on the top of the page to start adding sessions or to edit it.

 

  1. If the availability type of this sales option is by Session, please enter the available quantity here.

  2. Select the period available for sale in Session Time Range (from - to)

Remark: For tickets, the session time range cannot exceed the ticket valid date.

  1. Session Time Slot: Select All Day or uncheck the box to create sessions in a specific time slot.

  2. Click Add, and the session will appear in the section below.


  • You can leave the value in Apply to as default setting or choose the days and times of the week when the sessions will be available.  For example, if the sessions are for weekdays only, you can click on Sat and Sun to disable them (blue = enabled, grey = disabled).


 


  • Resource

If there are resources associated with this product, such as tour bus or special equipment, you can click on + to add them here.  If not, just skip this part.


Remark: For more information on how to create resources, please go to Resource Settings.

 

After you completed all the settings, click on Save or Next to preview the Sales Calendar, if no problem, click Save to continue.


All Done! You can see the sessions created on Calendar on the next page. The status ON  indicates it’s ready for sale.

Note: Nothing was shown on the calendar? Try to refresh and load the page 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).

 

At this stage, you have successfully created a product, it is suggested that you add some images or video to make the product more attractive!

 


  • Image/Video

  1. Drag images to the upload area or choose from your computer to upload.

  2. The first image will be the cover photo for this product, you can change it by moving the orders of photos.

  3. To add video, copy and paste your YouTube video URL here.

  4. Select Video Language (optional) and click Add.

  5. Click Next to continue.

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

 


  • More Settings

Next, you can continue to set up the itinerary, location, pickup service, guide services, price details, add-on items and tags for this product.  You can find the instructions in Product Setup: Additional Settings.


  • Translating Your Product Info

If you wish to provide a multilingual interface for foreign customers, 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.

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