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Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
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Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationSetting up package defaults is an essential part of creating a package, as it helps define the parameters and determine how your package will function within a given channel. Here's a step-by-step guide to help you set up Package Defaults:
How to set a Priority Scheme for a Channel
Priority schemes are crucial in determining the order in which different channels, services, or packages are presented to your customers. The order can be based on various factors such as price, quality, or popularity. Learn more about setting a priority scheme for a channel here.
How to Set Service & Package Defaults in Kaptio Settings
Service and package defaults are a key part of package configuration and greatly influence how your services and packages are used and displayed. It's important to set these defaults correctly to ensure a smooth and effective process when dealing with packages and services. Follow this guide for instructions.
How to use Priority Schemes in Packages
Applying priority schemes to packages can be a powerful way of managing and organizing your offerings. For instance, it can help you promote specific packages or arrange them based on strategic criteria. Read about using priority schemes in packages here.
By utilizing package defaults and priority schemes effectively, you can optimize how your offerings are presented to your customers, enhancing their experience and maximizing your sales potential.