Upsell Items: Difference between revisions

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[[Category:Enhanced_Selling]]
[[Category:Enhanced_Selling]]
[[Category:Booking_Engine]]
[[Category:Booking_Engine]]
  ''This page is about the menu SETTINGS->BOOKING ENGINE->UPSELL ITEMS''
<div class="heading">Upsell Items</div>
  This page is about the menu SETTINGS->BOOKING ENGINE->UPSELL ITEMS and explains how you can sell extras and add fees for direct bookings.
 
=Create Upsell Items=
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.
The items can be used to show and allow booking of optional items and services or to add compulsory fee's like taxes and charges.
The items can be used to show and allow booking of optional items and services or to add compulsory fee's like taxes and charges.
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Up to 20 upsell items can be created per property.
Up to 20 upsell items can be created per property.


  Note: 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.  
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>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.  


=== Type of Item===
== Type of Item==
Upsell items of the following types can be created. The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING ENGINE -> PICTURES.
Upsell items of the following types can be created. The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING ENGINE -> PICTURES.


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  <nowiki><p>Spa Treatment</p></nowiki>
  <nowiki><p>Spa Treatment</p></nowiki>
  <img src="https://media.xmlcal.com/pic/p0000/3103/01.png" alt="Extra" width="200" height="141">  
  <img src="https://media.xmlcal.com/pic/p0000/3103/01.png" alt="Extra" width="200" height="141">  
==== Optional ====
=== Optional ===
The optional item type is selected by a check box on the booking page.
The optional item type is selected by a check box on the booking page.


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The Per and Period values are used to calculate how many of the items are required.
The Per and Period values are used to calculate how many of the items are required.


===== Optional Quantity =====
==== Optional Quantity ====
The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector.
The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector.


===== Optional Percentage =====
==== Optional Percentage ====
The optional percentage is calculated and added to invoice when the item is selected.
The optional percentage is calculated and added to invoice when the item is selected.


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The Period value is not used for percentage items.
The Period value is not used for percentage items.


==== Obligatory  ====
=== Obligatory  ===
The obligatory type is like an optional type except it is added automatically to the booking and cannot be removed.  
The obligatory type is like an optional type except it is added automatically to the booking and cannot be removed.  
An example would be a cleaning charge or fee.
An example would be a cleaning charge or fee.
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  The percentage is calculated on the room price only.
  The percentage is calculated on the room price only.


===== Obligatory Cleaning  =====
==== Obligatory Cleaning  ====
This fee will be applied to the booking page. It will not send to OTAs. Some OTAs allow to send cleaning fees. For information where to set this up see the channels help pages.  
This fee will be applied to the booking page. It will not send to OTAs. Some OTAs allow to send cleaning fees. For information where to set this up see the channels help pages.  


===== Obligatory Percentage  =====
==== Obligatory Percentage  ====
The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be removed.
The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be removed.


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The setting Per Booking means the value is calculated as a percentage of the room price plus all selected items appearing before this one. See "Order of the Items" for more information.
The setting Per Booking means the value is calculated as a percentage of the room price plus all selected items appearing before this one. See "Order of the Items" for more information.


===== Obligatory Percentage Tax =====
==== Obligatory Percentage Tax ====
The obligatory percentage tax type is like the Obligatory Percentage type except it that it will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab  the booking.
The obligatory percentage tax type is like the Obligatory Percentage type except it that it will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab  the booking.


==== Refundable====
=== Refundable===
Under "Period" upsell items can be set to be "Refundable". Refundable upsell items work like obligatory upsell items but are not sent to comparison sites like Trivago or Tripadvisor.
Under "Period" upsell items can be set to be "Refundable". Refundable upsell items work like obligatory upsell items but are not sent to comparison sites like Trivago or Tripadvisor.


=== Description ===
== Description ==
The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING PAGE -> PICTURES.
The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING PAGE -> PICTURES.


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  <img src="https://media.xmlcal.com/pic/p0000/3103/01.png" alt="Extra" width="200" height="141">
  <img src="https://media.xmlcal.com/pic/p0000/3103/01.png" alt="Extra" width="200" height="141">


====Status====
===Status===
You can show an invoice sum for certain upsell items only, exclude upsell items from the total, or group specific items in reports.
You can show an invoice sum for certain upsell items only, exclude upsell items from the total, or group specific items in reports.
To do this you use the status. You set the status field of the invoice item include a pipe symbol | between the description text and the status text. For example Description of item | Status.
To do this you use the status. You set the status field of the invoice item include a pipe symbol | between the description text and the status text. For example Description of item | Status.


=== Order of the Items ===
== Order of the Items ==
The order the items are defined in the control panel is important for percentage calculations.
The order the items are defined in the control panel is important for percentage calculations.


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Obligatory upsell items appear on the booking page in the room section. Other upsell items appear as "Add Extra's" in the order defined
Obligatory upsell items appear on the booking page in the room section. Other upsell items appear as "Add Extra's" in the order defined


=== Voucher Codes ===
== Voucher Codes ==
Voucher code discount values can also be affected by the order upsell items are created. Voucher code discounts are not applied to any items from or after the first compulsory percentage item.
Voucher code discount values can also be affected by the order upsell items are created. Voucher code discounts are not applied to any items from or after the first compulsory percentage item.


=== VAT ===
== VAT ==
Each item can be assigned it's own VAT rate if for example some items are VAT free or have discounted VAT rates.
Each item can be assigned it's own VAT rate if for example some items are VAT free or have discounted VAT rates.


Note: VAT is generally the tax already included in the price and should not be confused with a tax added by an obligatory percentage value.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> VAT is generally the tax already included in the price and should not be confused with a tax added by an obligatory percentage value.


=== Adding an Upsell Item to a Booking ===
== Adding an Upsell Item to a Booking ==
A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab.
A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab.


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[[Media:Upsell1.png|view large]]
[[Media:Upsell1.png|view large]]


=== 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 rates. When a booking is made only those upsell items enabled for any rate involved in the booking will be offered to the guest.


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If you have extras you only sell on site you can set them up as "Invoice Items" in SETTINGS->GUEST MANAGEMENT->INVOICING.
If you have extras you only sell on site you can set them up as "Invoice Items" in SETTINGS->GUEST MANAGEMENT->INVOICING.


===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 rate, and the rate can be specific for a room.


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


== Display prices including obligarory 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 use a rate that already contains the fees.


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  Note: 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.
  Note: 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=
The value or quantity of each individual item can be added as columns in custom reports.
The value or quantity of each individual item can be added as columns in custom reports.


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Upsell Items can not be sent to OTAs. If you want to set up extras for bookings from a channel you will need to do this  in the channels extranet.
Upsell Items can not be sent to OTAs. If you want to set up extras for bookings from a channel you will need to do this  in the channels extranet.


== Examples ==
= Examples =
'''Example 1''': An obligatory cleaning fee of 50 applies once to all bookings.
== Obligatory Cleaning Fee ==
'''Example''': An obligatory cleaning fee of 50 applies once to all bookings.


Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the cleaning fee as an "Upsell Item" with the settings
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the cleaning fee as an "Upsell Item" with the settings
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Vat % = if applicable enter the VAT rate
Vat % = if applicable enter the VAT rate


 
== Optional Breakfast ==
'''Example 2''': A guest house offers an optional breakfast costing 10 per day. 19% VAT are included in the price for the breakfast.  
'''Example''': A guest house offers an optional breakfast costing 10 per day. 19% VAT are included in the price for the breakfast.  


Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add breakfast as an "Upsell Item" with the settings
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add breakfast as an "Upsell Item" with the settings
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Vat % = 19
Vat % = 19


== Breakfast with Different VAT Rate than Lodging ==
'''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 SETTINGS->PROPERTIES->UPSELL ITEMS and


'''Example 3''': A lodging needs to charge 5% city tax on all bookings.
1) add breakfast as an "Upsell Item" with "Vat %" = 19
 
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].
 
== City Tax ==
'''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 SETTINGS->PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
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Vat % = if applicable enter the VAT rate
Vat % = if applicable enter the VAT rate


 
== City Tax Only for Children Above a Certain Age ==
'''Example 4''': City tax only applies to children over 10 years of age.
'''Example''': City tax only applies to children over 10 years of age.


Go to SETTINGS->BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
Go to SETTINGS->BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
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Child|Child under 10
Child|Child under 10


'''Example 5''': Add additional charges for children.
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the charges as an "Upsell Item" with the settings
(1) Children under 2 go Free 
Type = optional
Description = Children under 2- Free (if multiple languages are activated  enter the description in all languages)
Amount = 0
Per = Child
Period = Daily
Vat % = if applicable enter the VAT rate
(2) Children between age 3-6 years old
Type = optional
Description = Children between 3-6  (if multiple languages are activated  enter the description in all languages)
Amount = 5
Per = Child
Period = Daily
Vat % = if applicable enter the VAT rate
(3) Children over 6 years old
Type = optional
Description = Children over 6  (if multiple languages are activated  enter the description in all languages)
Amount = 10
Per = Child
Period = Daily
Vat % = if applicable enter the VAT rate
Create an Upsell item for each age level with the appropriate prices.
'''Example 6''': 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 SETTINGS->PROPERTIES->UPSELL ITEMS and
1) add breakfast as an "Upsell Item" with "Vat %" = 19
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].


== Offer Extras after the Guest has Booked ==
== Offer Extras after the Guest has Booked ==
Retrieved from "https://wiki.beds24.com/index.php/Upsell_Items"