Custom Types

Custom types define costing related items like, for example, an overcharge or a refund which can be added to individual itineraries.

How to create a new Custom Type

  1. Log into Kaptio Travel and select Kaptio Travel Settings from the drop down menu in the top right hand corner of your screen.
  2. Click the App Settings tab at the top of your screen.
  3. Then click Custom Types on the left hand side of your screen and the following screen will appear:
    custom-types
  4. Custom discount, refund, rounding and other are set up as defaults.
  5. Click New and the following screen will appear:
    custom-type
  6. Enter a Name for this custom type.
  7. Allocate the relevant Tax Group via the search magnifying glass. You can find the full details on how to set up relevant tax groups for your business in the Tax Groups article.
  8. Select a Category from the drop down menu.
  9. The Is Visible To Customer checkbox is checked by default, which means that any custom types added to an itinerary will be shown by default on itinerary content* or vouchers for your clients. Uncheck the Is Visible To Customer checkbox if you do not wish custom types to show on content for your clients. You can override this within the costings of an individual itinerary and you can learn more about making itinerary Items invisible for your clients in the Visible Item Feature article.
  10. Once you have entered all details click Save.
  11. You can find the full details on how to add a custom Item to an itinerary in the Adding Items to an itinerary article.

How to edit a custom type

  1. Log into Kaptio Travel, select Kaptio Travel Settings from the drop down menu in the top right hand corner of your screen, then click Setup.
  2. Click the App Settings tab at the top of your screen.
  3. Then click Custom Types on the left hand side of your screen.
  4. Custom discount, refund, rounding and other are set up as defaults.
  5. Click Edit next to the custom type you wish to edit.
  6. Edit the relevant details and click Save.