Begin by going to Excursions / Trips located within the Scuba Diving feature on the tree menu.

An Important Setting:

In the Excursions toolbar, there is a drop down field used to set the Department for Excursions. Use the drop down arrow to pull down a list of your departments and select your department. This will apply tax settings and appropriate trip sales made from selling by department when not sold through the trip module.

To create a new excursion, click the New Excursion icon in the toolbar. This will start a new entry in the Excursions & Trips window.

Excursion Number - The Excursion Number is automatically created when the new trip is saved.

Primary Destination - This is a freeform field that is used for the name of the trip destination.

Depart and Return Dates - Use these date fields to specify when the trip starts and ends. Either type in the month/day/year (##,##,####), or use the ... button to pull up a full calendar to select the dates from.

Cost - This is the cost to the store to offer the trip. It is an optional field, but filling it out will show a more accurate profit margin for your Excursion sales.

All Inclusive Price - This is the price to your customer that includes travel and dives.

No Transp. Subtract - Use this to specify the amount to deduct from the All Inclusive Price if the customer is not going to use your transportation services. (Optional)

Non Diver Subtract - Use this to specify the amount to deduct from the All Inclusive Price if the customer is not going to dive. (Optional)

Min Deposit - The minimum amount a customer must pay when signing up for an Excursion. This can be overriden at the POS to accept more or less of a deposit. Security is Available for taking an amount less than the minimum deposit.

Min Seats - This is the minimum number of seats that should be sold for the trip to occur.

Max Seats - This is the maximum number of seats that can be signed up for the trip.

Seats Left - The number of seats that have not been sold. This number is calculated from the Max and the number of customers signed up. If a customer is signed up and their purchase exceeds the seats left, the associate will be notified but will be allowed to continue signing the customer to the trip.

Next