How to edit expedition?
If you are on the main Expeditions page, then in order to edit the record, click on the name of the selected expedition.
Clicking the link will take you to the details page.
When you open the page, you'll see fields that you have already filled in when adding an expedition and many additional fields and tabs.
The first tab is "Expedition Details" where you can enter additional fields.
Expedition Name - Any name that best identifies your expedition.
Expedition Date - Contains two fields in which you can specify what day the expedition will start and what day it will end.
Meeting Time - The time in which the collection was planned before the planned expedition.
First Dive - The start date of the first dive expedition.
Meeting place - Place of gathering.
Meeting with - is an option in which you can determine the employee who will meet with divers before the expedition during the collection.
Initial Price for a Diver - The basic expedition price for Divers and it can be predetermined and have a value of zero if you want the price to be the result of all available options.
Max Price for a Diver - The maximum expedition price for Divers, which is generated automatically based on Initial Price for a Divers, additional options and chosen dive sites, which may have a different price. This price can not be modified because it is the sum of all options available for this expedition.
Initial Price for a Non-Diver - means the basic expedition price for Non-Divers and can be predetermined and have a value of zero if you want the price to be the result of all available options or if you do not anticipate Non-Divers for this expedition.
Max Price for a Non-Diver - The maximum expedition price for Non-Divers, which is automatically generated on the basis of Initial Price for a Non-Divers and additional options that may have a different price. This price can not be modified because it is the sum of all options available for this expedition.
Minimum Divers - The minimum number of divers who can participate in this expedition.
Maximum Divers - The maximum number of divers who can participate in this expedition.
Maximum Non-Divers - The maximum number of non-divers who can participate in this expedition. If you do not provide people for this expedition, set the value to zero.
Employees - In the drop down bar you can select all employees who will participate in the expedition.
Notes - Contain all the information that will be helpful to you for this expedition.
This field may also contain important information about the expedition for customers.
If you want this information to be sent to the customer after being assigned to the expedition, all you need to do is insert a placeholder - [notes] - into the Email Template.
The second tab contains a map of dive sites. You can choose dive sites by clicking on those that are associated with the expedition.
Underneath, additional boxes appear with the names of the selected dive sites and fields in which you can enter the price.
Thanks to this, you have several options to properly plan your expedition.
More on this topic in the question "Why do I need dive sites?".
The third tab is "Additional Options". This is a bookmark that gives you the most options when it comes to creating individual offers.
First you should configure your Taxonomies. To do this, go to Configuration and then Taxonomies.
Additional options can be anything you would like divers to pay extra, for example, meal, extra tank, nitrox, accommodation, underwater pictures, etc.
More on this subject in the question "Why do I need additional options?".
- Quick Start
- How to add new expedition?
- How to edit expedition?
- Why do I need dive sites?
- Why do I need additional options?
- What is the difference between "Draft" and "Public"?
- How do I assign a customer to an expedition?
- How do I edit a pinned customer?
- How to unpin a customer from expedition?
- How to remove an expedition?
- Video Tutorial