Upsell Items: Difference between revisions

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  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.


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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=
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= 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=]]
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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=
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'''Example''': An obligatory cleaning fee of 50 applies once to all bookings.
'''Example''': An obligatory cleaning fee of 50 applies once to all bookings.


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== Optional Breakfast ==
== Optional Breakfast ==
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== Breakfast with Different VAT Rate than Lodging ==
== Breakfast with Different VAT Rate than Lodging ==
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== City Tax ==
== City Tax ==
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== City Tax Only for Children Above a Certain Age ==
== City Tax Only for Children Above a Certain Age ==
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== 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 {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS  
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS  
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*Description = City Tax
*Description = City Tax


Prices > Rates
Prices > Fixed Prices


Open Rate 1 :  
Open Rate 1 :  
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*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
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== Offer Extras after the Guest has Booked ==
== Offer Extras after the Guest has Booked ==
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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'''
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*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.


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== Add two different tax %, but both calculated on the base price.==
== Add two different tax %, but both calculated on the base price.==
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Another alternative is to combine the two taxes into one amount and charge 14.975%
Another alternative is to combine the two taxes into one amount and charge 14.975%
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== An obligatory tax is applied to all bookings, except for business travelers, for whom this tax does not apply.==
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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"