Get Started

Tailor-Made Itineraries

Tour & Cruise Itineraries

FIT Package Itineraries

Role Guides

Kaptio Admin

Supplier Contracting

Product Design/Build

Product Content

Training Manager

Data Experts

Developers

Kaptio Platform Architecture

Architecture Overview

Development Guidelines

Functional Decomposition

Platform FAQ

New to Salesforce?

Security & Compliance

Manage your Environments

Data Import & Export

Global Platform Setup

Getting Started with Core Configuration

Manage Global Settings

Configure Channels

Managing Users, Roles & Access

Understanding Your Sample Data

PIM: Supplier Contracting

Managing Suppliers

Setup Locations

Managing Services

Configure Prices

Bulk Import Service Data

Manage Inventory

Promotion & Discount Setup

PIM: Tour & Package Design

Getting Started with Packages

Understanding Departure Types

Manage Package Pricing

Setup Package Content

Configure Package Defaulting

CRM Module

Customizing Kaptio Travel

Manage Account Record Types

Setting 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.