Difference between revisions of "Upsell Items"

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  ''This page is about the menu SETTINGS->PROPERTIES->UPSELL ITEMS''
 
  ''This page is about the menu SETTINGS->PROPERTIES->UPSELL ITEMS''
  
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== Optional and obligatory extras ==
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== Upsell Items ==
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=== Add Extras ===
 
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Each property can create up to 20 upsell items.
 
  
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*Offer extra services to your guest at the time of booking, perhaps bicycle hire, a sightseeing trip, meal, parking.
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Upsell Items are shown on the booking page after the guest has selected their room or rooms.
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*Add charges like taxes or cleaning fees
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The items can be used to show optional items and services or to add compulsory fee's like taxes and charges.
  
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Select the property you want to set. If you have multiple properties, each property can have its own rules so set up individually.
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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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Select whether the item is optional or obligatory. Obligatory items will be automatically added to the booking and cannot be removed by the guest. An example would be an end of stay cleaning charge. Optional items can be selected by the guest with their booking. Examples might be a cooked breakfast or bike hire.
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Up to 20 upsell items can be created per property.
  
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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 in the control panel. Percentage upsell items calculate their value only on the value of items defined above them. If percentage items are used for tax, non taxable items can be defined below the percentage tax item to avoid being included in the tax calculation.
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=== Optional Type ===
  
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The optional item type is selected by a check box on the booking page.
  
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In RATES optional Upsell items can be enabled/disabled for individual rates. When a booking is made only those optional Upsell items enabled for any rate involved in the booking will be offered to the guest.
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The Amount value is the cost of the item. Negative Amounts are allowed and will create a discount.
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The Per and Period values are used to calculate how many of the items are required.
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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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 +
 
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=== Optional Quantity Type ===
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The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector.
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=== Optional Percentage Type ===
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The optional percentage is calculated and added to invoice when the item is selected.
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The percentage value should be entered in the Amount field as a number, ie 10 = 10%
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The setting Per Room means the value is calculated as a percentage of the room price and not other upsell items.
 +
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 Period value is not used for percentage items.
 +
 
 +
=== Obligatory Type ===
 +
 
 +
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.
 +
 
 +
=== Obligatory Percentage Type ===
 +
 
 +
The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be removed.
 +
 
 +
A common use of the obligatory percentage item is to add one or more sales taxes.
 +
 
 +
The setting Per Room means the value is calculated as a percentage of the room price and not other upsell items.
 +
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.
 +
 
 +
=== Order of the Items ===
 +
 
 +
The order the items are defined in the control panel is important for percentage calculations.
 +
 
 +
With the exception of per room percentages, percentage items are applied to the room price and any items above it.
 +
 
 +
For example, if you want to add an item and not have an obligatory tax apply to it, create the obligatory tax before the item.
 +
 
 +
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 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 ===
 +
 
 +
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.
 +
 
 +
=== Rates and Limiting availability of items ===
 +
 
 +
Optional upsell items can be enabled/disabled for individual rates. When a booking is made only those optional Upsell items enabled for any rate involved in the booking will be offered to the guest.
  
 
If a combination of Daily Prices and Rates is offered then all Upsell items will be offered.
 
If a combination of Daily Prices and Rates is offered then all Upsell items will be offered.
  
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Compulsory Upsell items are always enabled and cannot be disabled by a rate.  
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Obligatory upsell items are always enabled and cannot be disabled by a rate.  
 +
 
 +
 
 +
=== Custom Reports ===
  
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If you want to offer offer extras separate to the booking and manage and/or display availability through the system have a look here: [[Sell Extras like Activities or Car Rental]]
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The value and quantity of each individual item can be added as columns in custom reports.
  
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'''Enhance Display'''
 
  
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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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=== Activities ===
  
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'''Limitations'''
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If you want to offer extras separate to the booking and manage and/or display availability through the system have a look here: [[Sell Extras like Activities or Car Rental]]
  
−
If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.
 
  
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=== Reports ===
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=== Limitations ===
  
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== Taxes ==
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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.
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=== Taxes  which are added to the price===
 
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Sales taxed and other taxes which are added to the price of the lodging are "Upsell Items" which can be added in SETTINGS-PROPERTIES-UPSELL ITEMS.
 
  
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Additional taxes are added with the settings "obligatory %" "per booking" "per ro0m" "one time"
 
  
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====Per Person per night Taxes====
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=== Examples ===
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Additional taxes like city or bed taxes which apply per stay or per night are set up as "obligatory" upsell items with the settings  "per day" or "per booking" "per person".
 
  
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====Per Person or per night Taxes based on age====
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'''Per Person or per night Taxes based on age'''
 
Example: City tax only applies to children over 10 years of age.
 
Example: City tax only applies to children over 10 years of age.
  
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Then set your tax as "obligatory" "per day" or "per booking" "per adult".
 
Then set your tax as "obligatory" "per day" or "per booking" "per adult".
  
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=== VAT - tax which is included in the price ===
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'''VAT - tax which is included in the price'''
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==== Set VAT rate ====
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If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.
 
If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.
  
 
To show included taxes in the invoice use the template variables [INVOICETABLEVAT]  or [INVOICETABLEVAT2]  
 
To show included taxes in the invoice use the template variables [INVOICETABLEVAT]  or [INVOICETABLEVAT2]  
  
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=== Reports ===
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''' Reports '''
 
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
 
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
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== Examples ==
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'''Example 1''': 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 1''': 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
  

Revision as of 15:44, 15 June 2016

This page is about the menu SETTINGS->PROPERTIES->UPSELL ITEMS

1 Upsell Items

Upsell Items are shown on the booking page after the guest has selected their room or rooms. The items can be used to show optional items and services or to add compulsory fee's like taxes and charges.

A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab.

Up to 20 upsell items can be created per property.

1.1 Optional Type

The optional item type is selected by a check box on the booking page.

The Amount value is the cost of the item. Negative Amounts are allowed and will create a discount.

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

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


1.2 Optional Quantity Type

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


1.3 Optional Percentage Type

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

The percentage value should be entered in the Amount field as a number, ie 10 = 10%

The setting Per Room means the value is calculated as a percentage of the room price and not other upsell items. 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 Period value is not used for percentage items.

1.4 Obligatory Type

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.

1.5 Obligatory Percentage Type

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

A common use of the obligatory percentage item is to add one or more sales taxes.

The setting Per Room means the value is calculated as a percentage of the room price and not other upsell items. 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.

1.6 Order of the Items

The order the items are defined in the control panel is important for percentage calculations.

With the exception of per room percentages, percentage items are applied to the room price and any items above it.

For example, if you want to add an item and not have an obligatory tax apply to it, create the obligatory tax before the item.

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

1.7 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.

1.8 VAT

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.

1.9 Rates and Limiting availability of items

Optional upsell items can be enabled/disabled for individual rates. When a booking is made only those optional Upsell items enabled for any rate involved in the booking will be offered to the guest.

If a combination of Daily Prices and Rates is offered then all Upsell items will be offered.

Obligatory upsell items are always enabled and cannot be disabled by a rate.


1.10 Custom Reports

The value and quantity of each individual item can be added as columns in custom reports.


1.11 Activities

If you want to offer extras separate to the booking and manage and/or display availability through the system have a look here: Sell Extras like Activities or Car Rental


1.12 Limitations

If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.


1.13 Examples

Per Person or per night Taxes based on 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:

Children|Children under 10 Child|Child under 10

Then set your tax as "obligatory" "per day" or "per booking" "per adult".

VAT - tax which is included in the price

If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.

To show included taxes in the invoice use the template variables [INVOICETABLEVAT] or [INVOICETABLEVAT2]

Reports In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.

Example 1: 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 % "Upsell Item"

To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].

Example 2: 13% VAT are included in the room price which is 95 per night. The lodging offers and obligatory breakfast as an extra costing a fixed 5% of the room price. 23% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on the price net lodging price and on the net breakfast price.

Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" = 13

Go to SETTINGS->PROPERTIES->UPSELL ITEMS and

1) add breakfast with the settings "obligatory %" "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23

2) add city tax with the settings "obligatory %" "Amount" =4.4 "Per" = Booking "Period" = Daily "Vat % " = 0


To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].


Keywords: extras, VAT, tax, city tax, taxes, breakfast, meals

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