Upsell Items: Difference between revisions

Jump to navigation Jump to search
← Older edit
Lesley (talk | contribs)
3,945 edits
Lesley (talk | contribs)
3,945 edits
 
(17 intermediate revisions by 3 users not shown)
Line 8: Line 8:
  This page is about the menu {{#fas:cog}}  (SETTINGS) BOOKING ENGINE >UPSELL ITEMS and explains how you can sell extras and add fees for direct bookings.  
  This page is about the menu {{#fas:cog}}  (SETTINGS) BOOKING ENGINE >UPSELL ITEMS and explains how you can sell extras and add fees for direct bookings.  


=Create Upsell Items=
=Summary=
<div class="summarybox">
Upsell Items are shown on the booking page after the guest has selected their room or rooms.
Upsell Items are shown on the booking page after the guest has selected their room or rooms.


Line 16: Line 17:


If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.
If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.
For details use the context help <span style="color:#019cde;“ >{{#far:question-circle}}  </span>  next to the settings for instructions and read the complete help page.


<div class="warning">{{#fas:exclamation-triangle}} Upsell Items can not be exported to OTAs. If required you can set them up directly in the channel.  Also you need prices for each room. Price linking across rooms or properties will not work. </div>
</div>


<div class="warning">{{#fas:exclamation-triangle}} Upsell Items can not be exported to OTAs. If required you can set them up directly in the channel.  Also you need prices for each room. Price linking across rooms or properties will not work. </div>


= Type of Item=
= Type of Item=
Line 47: Line 51:
An example would be a cleaning charge or fee.
An example would be a cleaning charge or fee.


Per = Booking
*Per = Booking
The percentage is calculated on the room price plus all selected extras defined before this one. Extra items defined after this will not be included in the percentage calculation.  
The percentage is calculated on the room price plus all selected extras defined before this one. Extra items defined after this will not be included in the percentage calculation.  
This could be used to add tax free items after the tax calculation.
This could be used to add tax free items after the tax calculation.


Per = Room
*Per = Room
The percentage is calculated on the room price only.
The percentage is calculated on the room price only.


=== Obligatory Cleaning  ===
=== Obligatory Cleaning  ===
Line 104: Line 108:


= Limiting availability of items =
= Limiting availability of items =
Upsell items can be enabled/disabled for individual daily prices or rates. When a booking is made only those upsell items enabled for any rate involved in the booking will be offered to the guest.
Upsell items can be enabled/disabled for individual Daily Prices or Fixed Prices. When a booking is made only those upsell items enabled for any price involved in the booking will be offered to the guest.


[[Image:Upsell2.png|550px|link=]]
[[Image:Upsell2.png|550px|link=]]
Line 112: Line 116:
If you have extras you only sell on site you can set them up as "Invoice Items" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->INVOICING.
If you have extras you only sell on site you can set them up as "Invoice Items" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->INVOICING.


<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Limiting upsell items does not work properly when prices or rates are linked.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Limiting upsell items does not work properly when prices are linked.


=Different upsell items for different rooms=
=Different upsell items for different rooms=
Upsell items are created on property level. However, you can activate an upsell item for a rate, and the rate can be specific for a room.
Upsell items are created on property level. However, you can activate an upsell item for a price, and the price can be specific for a room.


Create your different upsell items.
Create your different upsell items.


In the rate menu go to the upsell tab and activate/deactivate the upsell you want for the room that is attached to the rate.
In the prices go to the upsell section and activate/deactivate the upsell you want for the room that is attached to the price.


= Display prices including obligatory fees on the first screen on your booking page=
= Display prices including obligatory fees on the first screen on your booking page=
To do this, you use a rate that already contains the fees.
To do this, you set Total Price Style  = "Total including obligatory" in {{#fas:cog}}(SETTINGS)  BOOKING ENGINE > PROPERTY BOOKING PAGE.


Example: The price per night is  €100. € 50 cleaning fee apply regardless on how long the guest stays.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span>  With this setting you can not use "Per Booking" fees with multi-room bookings. If you apply "Per Booking" fees please disable multi-room bookings.
 
"Summary" tab of the  rate:
*Room Price = 150
"Discounts" tab of the  rate:
*Nights = 2
*Per night = 50
 
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span>  Discounts set in the "Discounts" tab of the rate do not send to OTAs. Check the help page of the OTAs you are using for information on how fees are handled.


=Reports  and Templates=
=Reports  and Templates=
Line 151: Line 146:
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
'''Example''': An obligatory cleaning fee of 50 applies once to all bookings.
'''Example''': An obligatory cleaning fee of 50 applies once to all bookings.


Line 169: Line 163:
</div>
</div>
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >
== Optional Breakfast ==
== Optional Breakfast ==
</div>
</div>
Line 192: Line 184:
</div>
</div>
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >
== Breakfast with Different VAT Rate than Lodging ==
== Breakfast with Different VAT Rate than Lodging ==
</div>
</div>
Line 202: Line 192:
'''Example''': 7% VAT are included in the room price. The lodging offers breakfast as an extra. 19% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on which 7% VAT applies
'''Example''': 7% VAT are included in the room price. The lodging offers breakfast as an extra. 19% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on which 7% VAT applies


Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" =  7
Go to {{#fas:cog}} (SETTINGS)  PROPERTIES->BOOKING RULES and set "Vat Rate %" =  7


Go to SETTINGS->PROPERTIES->UPSELL ITEMS and  
Go to {{#fas:cog}} (SETTINGS)  PROPERTIES->UPSELL ITEMS and  


1) add breakfast as an "Upsell Item" with "Vat %" = 19
1) add breakfast as an "Upsell Item" with "Vat %" = 19
Line 210: Line 200:
2) add city tax as an obligarory % tax "Upsell Item"  
2) add city tax as an obligarory % tax "Upsell Item"  


To show VAT change your confirmations (SETTINGS->GUEST MANAGEMENT->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
To show VAT change your confirmations ({{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT->CONFIRMATION MESSAGES) and invoice template ({{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
</div>
</div>
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >
== City Tax ==
== City Tax ==
</div>
</div>
Line 222: Line 211:
'''Example''': A lodging needs to charge 5% city tax on all bookings.
'''Example''': A lodging needs to charge 5% city tax on all bookings.


Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
Go to {{#fas:cog}} (SETTINGS) PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings


Type = obligatory % tax
Type = obligatory % tax
Line 237: Line 226:
</div>
</div>
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >
== City Tax Only for Children Above a Certain Age ==
== City Tax Only for Children Above a Certain Age ==
</div>
</div>
Line 255: Line 243:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >
== City Tax charged for first 7 nights only ==
== City Tax charged for first 7 nights only ==
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
'''Example''': City tax charged for first 7 nights only.
'''Example''': City tax charged for first 7 nights only.


Create 2 Upsell items and 2 Rates/Daily Prices.  
Create 2 Upsell items and 2 Fixed Prices/Daily Prices.  


Go to BOOKING ENGINE > UPSELL ITEMS  
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS  


Create new Upsell Item  
Create new Upsell Item  
Line 292: Line 278:
*Description = City Tax
*Description = City Tax


Prices > Rates
Prices > Fixed Prices


Open Rate 1 :  
Open Rate 1 :  
Line 310: Line 296:
*Select Upsell Item 2 - per night City Tax  
*Select Upsell Item 2 - per night City Tax  


Prices > Daily Price Setup
Prices > Daily Price Rules


*Open Daily Price 1
*Open Daily Price 1
Line 327: Line 313:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >
== Offer Extras after the Guest has Booked ==
== Offer Extras after the Guest has Booked ==
</div>
</div>
Line 337: Line 322:
Adjustments for your property:
Adjustments for your property:


Add a Custom Question to your Booking page SETTINGS > PROPERTIES > BOOKING QUESTIONS so a guest can enter the original booking id so you can link the bookings together.  
Add a Custom Question to your Booking page {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS so a guest can enter the original booking id so you can link the bookings together.  
   
   
'''1. Set up "Extras" property'''
'''1. Set up "Extras" property'''


*Go to SETTINGS -> PROPERTIES and click on ADD NEW PROPERTY.
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES and click on ADD NEW PROPERTY.
**Click on EDIT and you will get to PROPERTIES -> DESCRIPTION. Enter the name (e.g. Extras – after booking) and the currency you accept. Set the "Type of Booking" to "Activity".
**Click on EDIT and you will get to {{#fas:cog}} (SETTINGS) PROPERTIES -> DESCRIPTION. Enter the name (e.g. Extras – after booking) and the currency you accept. Set the "Type of Booking" to "Activity".
*Go to SETTINGS -> PROPERTIES-> ROOMS ->SETUP
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES-> ROOMS ->SETUP
**enter in  “Name”  the name of your extra (i.e. Welcome Hamper)
**enter in  “Name”  the name of your extra (i.e. Welcome Hamper)
**set the "Quantity" = the number you want to sell in advance, this can be based on the number of rooms per day (i.e. one hamper per unit)
**set the "Quantity" = the number you want to sell in advance, this can be based on the number of rooms per day (i.e. one hamper per unit)
Line 395: Line 380:


For Single items, like Welcome Hamper etc, Daily Prices will work as you are likely to be selling 1 item per booking.  
For Single items, like Welcome Hamper etc, Daily Prices will work as you are likely to be selling 1 item per booking.  
For Meals etc, we suggest you setup RATES as you can add Single, Extra Person and Extra Child prices.


'''3. Further settings'''
'''3. Further settings'''


*Go to SETTINGS -> PROPERTIES-> BOOKING QUESTIONS > CUSTOM QUESTION add a question – Please enter your Accommodation Booking id, set = Obiligatory
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES-> BOOKING QUESTIONS > CUSTOM QUESTION add a question – Please enter your Accommodation Booking id, set = Obiligatory


*Go to SETTINGS -> PROPERTIES->PAYMENT COLLECTION and set up payment collection or use payment requests.
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES->PAYMENT COLLECTION and set up payment collection or use payment requests.


*Go to SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "Extras" property.  
*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "Extras" property.  


We suggest at least delete everything from the default that refers to accommodation. Ensure you have the details of the Custom Question (Original Accommodation Booking id) so that you and the guest have reference to the original booking. (you will need this to ‘group’ the extras to the original booking id.  
We suggest at least delete everything from the default that refers to accommodation. Ensure you have the details of the Custom Question (Original Accommodation Booking id) so that you and the guest have reference to the original booking. (you will need this to ‘group’ the extras to the original booking id.  
Line 423: Line 406:
*VAT % = 0  
*VAT % = 0  
   
   
Then go to your Rates (Upsell tab) Daily Price (Upsell items) for this Extra (Evening Meals), then tick the items that should be shown for these items.  
Then go to your Fixed Prices (Upsell tab) Daily Price (Upsell items) for this Extra (Evening Meals), then tick the items that should be shown for these items.  
   
   
'''Manage extras and bookings'''
'''Manage extras and bookings'''


We suggest that the original booking is your Master, then open the Extras Booking, go to “Detail” tab and copy the value in your Custom Question – Original booking id (point 7 above)
We suggest that the original booking is your Master, then open the Extras Booking, go to “Detail” tab and copy the value in your Custom Question – Original booking id  


In another window, paste the booking id in to the Booking Search box (top right of most pages), click on the booking and then go to the Invoice Tab, scroll down to ‘Add New Booking to Group’ enter the Booking id of the Extras Booking, and click enter, this will create a ‘group booking’ and add the extra to the "Invoice" tab of the booking.
In another window, paste the booking id into the Booking Search box (top right of most pages), click on the booking and then go to the Invoice Tab, scroll down to ‘Add New Booking to Group’ enter the Booking id of the Extras Booking, and click enter, this will create a ‘group booking’ and add the extra to the "Invoice" tab of the booking.


*Set up an Auto Action to confirm to the Guest their ‘Extras’ has been received an linked to their Accommodation booking, using the Booking ids from both bookings in the email.  
*Set up an Auto Action to confirm to the Guest their ‘Extras’ has been received and linked to their Accommodation booking, using the Booking ids from both bookings in the email.  
*Setup an Auto Action to send Payment Request if you have not collected payment at the time of the booking.
*Setup an Auto Action to send Payment Request if you have not collected payment at the time of the booking.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
== Add two different tax %, but both calculated on the base price.==
</div>
<div class="mw-collapsible-content">
Example:
Base price 100
Tax 1 = 5% = 5
Tax 2 = 9.975% = 9.975
Expected result will be: 114.975
If you already added 5% tax and do not want this applied for the second tax, you can reduce the second one by 5%.
i.e. 9.975 would be charged at 9.5% of the balance including the 5% tax to be the same as 9.975% on the amount without the first tax.
Upsell item 1
Type: obligatory % tax
Amount: 5.0
per: booking
period: one time
Description: Tax 1
Upsell item 2
Type: obligatory % tax
Amount: 9.5
per: booking
period: one time
Description: Tax 2
Another alternative is to combine the two taxes into one amount and charge 14.975%
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
== An obligatory tax is applied to all bookings, except for business travelers, for whom this tax does not apply.==
</div>
<div class="mw-collapsible-content">
Go to {{#fas:cog}} CONFIGURATION-> BOOKING ENGINE-> UPSELLING and add the tax as an "Upsell" item with the following settings:
Type: Obligatory
Description: Tax (if using multiple languages, enter the description in all languages)
Amount: 1.5
Per: Booking
Period: One-time
VAT %: If VAT is included, enter the corresponding VAT rate
Then, create a obligatory upsell for the tax, and then a second upsell titled "I am a business traveler" with the same values, but negative, to subtract the tax again.
Retrieved from "https://wiki.beds24.com/index.php/Upsell_Items"