Admin Publish | Sales Calendar

Created by Richard Lin, Modified on Thu, 15 Sep 2022 at 12:39 PM by Richard Lin

Overview

This guide is intended to walk you through the inventory management features in rezio Admin, covering calendar navigation, product filtering, and session creation/editing.



JUMP TO



Publish > Sales Calendar

Log in to rezio Admin and enter the sales calendar to start managing your inventory.


  • Viewing your Products in Sales Calendar

The Sales Calendar will display the products on MySite in the form of a calendar. You can choose to view the data by Weekly or Daily. Click < or > near the date to see different dates on the calendar. You can also click on the date to choose a specific date.

If you view the Calendar on a Weekly basis, 

  1. The first line of the entire block is the Product Code and Product Name.

  2. Below the Product Name, the Sales Option of the product is listed. The blue switch on the left indicates that it is on sale, and the gray switch indicates that the product is not on sale or unavailable. 

  3. The grid on the right shows the product’s sessions, each session’s price, how many inventory available (total inventory of all sessions on that date), and how many are booked so far.

If the newly added product does not appear in the sales calendar, click Reload and the new product will be displayed shortly.

 

 

  • Filtering products

  1. On the Sales Calendar, click Filter.

  2. Select ON or OFF to begin filtering through products.

Note: Only products that have been setup will appear in the Sales Calendar. When set to ON, only products on sale appear; when set to OFF, products not available for sale on MySite appear.

  1. Enter product name or code to search.

  2. Check the boxes for the products you would like to view.

  3. Click Apply.

  4. Click x sign to leave.

  5. Click Clear to clear filters.

 

  • Adding sessions 

You can add sessions to any selected sales option. Different sales options under the same product will have to be modified individually, and the setup process is the same as when you're editing the product.

  1. On the Sales Calendar, click +Add.

  2. Click on the drop-down list to find your desired product. You can type keywords to filter or simply navigate through the list.

  3. Select the product to which you would like to add sessions.

    The sales options bound with the product will be shown on the next page. The selected sales option is highlighted in blue and followed by all the pricing policies associated with this sales option.

Note: To switch to different sales options, click on the desired sales option to add sessions to or edit it.

  1. If the availability type of this sales option is By Session, you must enter the Availability of each session.

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

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

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. 

  1. You can leave the value in Apply to as the 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 weekends (blue = enabled, grey = disabled).

  2. If there are resources needed for this session, continue to Resource to add some.

Note: For more details on adding resources, please go to Admin Settings | Resource Management.

  1. After you have completed all the settings, click on Save to preview the Sales Calendar. If everything is correct, click Save again to continue.

 

The sessions created will be shown on the sales calendar on the next page. The status ON indicates it’s available for booking.

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

 

  • Editing sessions

    • Edit

  1. On the Sale Calendar, find the product sales option session you would like to edit on the weekly view, and click on the availability on a given date.

  2. Click on the session you would like to edit and enter edit mode.

Note: Once in edit mode, all the sales option sessions of the product selected will be shown on the selected date. 

  1. Click on the toggle button to switch the session mode.

Note: When the toggle button is switched ON (indicated in blue), the session is available for booking. If the toggle button is switched to OFF (indicated in gray), the session is unavailable for booking.

  1. If you switch a session from ON to OFF or vice versa, an alert message will pop up. You can choose to stop selling for All SessionsThis Session and Following Sessions, or Only This Session; or click Cancel to return to edit mode.

Remark: If you have turned a session OFF, you can always come back to edit mode and turn it back ON at any time

  1. Click Edit in order to edit price and availability.

  2. When you have finished editing, click Save.


  3. An alert message will pop up. Click Save to confirm change or Cancel if you don’t want to make any changes.

Remark: When editing in this section, changes can be made to Only This Session, or you also have the choice to edit for All Sessions at This Start Time or This Session and All Following Sessions.

 

  1. To delete a session click Delete.
    An alert message will pop up prompting you to delete Only This SessionAll Sessions at This Start Time, or This Session and All Following Sessions; or click Cancel to return to edit mode.

Remark: After deleting a session, you may want to add a new session. Find the product for which you’d like to add a new session again in the Product List and proceed to add the new session to the calendar. Please verify a session must be deleted before going through with this process. 

 

  • Add order

To add new internal orders for the selected session, click New Order.

Note: For more details on adding new orders, please go to Admin Orders | Add Order. 

 

  • View order

    • To view all the orders that are booked for a selected session, click View Orders.

    • Click on the order you would like to view. After you have finished viewing orders, click View Session to return to edit mode.

 

 

 

 

  • Edit Session Setting

    • To edit all sessions of a sales option, click Edit Session Settings and follow the same steps for adding sessions. For more details, please check Modify Price, Sessions, and Inventory for Existing Products.

 


  • Change the price and inventory of a single session

If you want to change a session’s price and inventory, you can edit them in the Sales Calendar. 

  1. Go to the Sales Calendar and find the date of the session you want to modify.

  2. Click a session within the grid in order to begin modifying it.

  3. Click Edit to change pricing or available quantity.

  4. Click Save to complete.

 

If you don’t see a newly added product on the sales calendar, try viewing again by clicking Reload to refresh the page.

 

You can select a weekly  or daily view of the sales calendar. Cycle through days/weeks by clicking or >.

 

  • Modify future sessions in batches

Note: The batch modification function can only be used in future sessions. If orders have already been made for sessions in the future and you modify the price, those past orders will still be set to the previous settings. Incoming orders with your new modifications will only be available after the settings have been saved. 

  1. If you want to change pricing rules, first go back to the Product List, and begin editing the product you need to change.

  2. Go to the Add Pricing tab.

  3. Scroll down to Linked Pricing Policies and find the pricing rule you would like to remove. Then delete it by clicking the bin icon.

  4. You can edit an existing pricing policy or add the new one you need.

  5. Select time type then click Add and then Save.

  6. Go back to the Sales Calendar and find your desired product in the calendar grid.

  7. Go to the first date for which you wish to modify. For example, if the new price is to be applied from Dec 5th, click on Dec 5th. (You cannot batch modify from the current day or previous dates, so you must select up-coming dates.) Then click the product you wish to modify.

  8. Click the earliest session (or whichever session you desire) on that date.

  9. Click Edit Session Settings.

  10. The popup should reflect the new pricing you just added/edited. Then, click Save.

  11. You can select to save these changes by All Sessions from 2021-12-05 (as in our example) or This Session and All Sessions After (the time of the session you are editing).

  • This Session and All Sessions After: If there are multiple sessions on the current modified date, click this option to apply your settings to all sessions after the current session. Sessions falling on the current date and earlier sessions will not be affected.

  • All Sessions from ~: The system will apply the new settings to sessions on the next day of operation. Clicking this option will apply your settings to all sessions starting on the following date.

Example: If you edit them on 2021-04-01, and you’re editing a session that occurs at 13:00 on 2021-04-03. If you save the change by clicking This Session and All Sessions After, then sessions from 2021-04-01 until 13:00 2021-04-03 will not be affected; only the ones after will. If you save the change by clicking All Sessions from 2021-04-03, all sessions that have not yet begun from 2021-04-03 will be affected. 

For more information on how to edit other information or settings of the itinerary, please refer to the instructions for Admin Product | Product Management.




  • How to check whether your modification was successful

All updates on the reservation website require some processing time (depending on the changes, update times can vary). If you want to check whether your changes were successfully applied, you can refer to the following method.

  1. Go to Sell Online > MySite or Theme Design.

  2. Click Save & Preview, and wait for the preview screen to load.

  3. On the preview screen, you can view the product you edited to confirm whether the new settings have been applied!

 











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