Changes

[[Category:Booking_Engine]]<div class="heading">Upsell Items</div> ''This page is about the menu {{#fas:cog}} (SETTINGS->PROPERTIES-) BOOKING ENGINE >UPSELL ITEMS''and explains how you can sell extras and add fees for direct bookings.  =Create Upsell Items=

Note: Upsell Items can not be exported to OTAs. If required you can set them up directly in allow "Multiple Room Bookings" the channelsystem will apply obligatory extras to all rooms and allow optional extras for all rooms.

Example<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. <nowiki><p>Spa TreatmentAlso you need prices for each room. Price linking across rooms or properties will not work. </p></nowikidiv> <img src= Type of Item="https://mediaUpsell items of the following types can be created. The Description can be entered in each language.xmlcalThe description can contain HTML tags to enhance the on screen display.com/pic/p0000/3103/01These tags will not show in emails, rate description and invoice fields.png" alt=You can add a picture which has been uploaded by adding the "Extra" width="200" height="141Image Tag"from SETTINGS -> BOOKING ENGINE -> PICTURES. ==== Optional ====

==== Optional Quantity ====

==== Optional Percentage ====

==== Obligatory ====

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. This could be used to add tax free items after the tax calculation.  Per = Room The percentage is calculated on the room price only. === Obligatory Cleaning ====

==== Obligatory Percentage ====

==== Obligatory Percentage Tax ====

If the tax only applies on the room and does not accumulate with other taxes set "per" ==Room == Refundable====

=== 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.

Example: =Status= <nowiki><p>Spa Treatment</p></nowiki>You can show an invoice sum for certain upsell items only, exclude upsell items from the total, or group specific items in reports. <img src="https://mediaTo do this you use the status.xmlcalYou set the status field of the invoice item include a pipe symbol | between the description text and the status text.com/pic/p0000/3103/01For example Description of item | Status.png" alt="Extra" width="200" height="141">

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

=== Voucher Codes ===

=== VAT ===

Note<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 ===

=== Rates and Limiting availability of items ===Optional upsell Upsell items can be enabled/disabled for individual daily prices or rates. When a booking is made only those optional Upsell 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 offeredyou have extras you only sell on site you can set them up as "Invoice Items" in SETTINGS->GUEST MANAGEMENT->INVOICING.

Obligatory <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Limiting upsell items does not work properly when prices or rates are always enabled and cannot be disabled by a ratelinked.

If =Different upsell items for different rooms=Upsell items are created on property level. However, you have extras can activate an upsell item for a rate, and the rate can be specific for a room. Create your different upsell items. In the rate menu go to the upsell tab and activate/deactivate the upsell you only sell want for the room that is attached to the rate. = Display prices including obligatory fees on site the first screen on your booking page=To do this, you can set them up as use a rate that already contains the fees. Example: The price per night is €100. € 50 cleaning fee apply regardless on how long the guest stays.  "Summary" tab of the rate:*Room Price = 150 "Discounts"Invoice Itemstab of the rate:*Nights = 2*Per night = 50 <span style=" in SETTINGS-color:#fe746c;“ >GUEST MANAGEMENT{{#fas:exclamation-triangle}} </span>INVOICING 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===

=== Activities ===

=Examples =<div class= Limitations "mw-collapsible mw-collapsed"><div class="headline-collapse" > ==Obligatory Cleaning Fee ==</div>If you allow <div class="Multiple Room Bookingsmw-collapsible-content" the system will apply obligatory extras to all rooms and allow optional extras for all rooms. 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 ==='''Example 1''': An obligatory cleaning fee of 50 applies once to all bookings.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > == Optional Breakfast ==</div><div class="mw-collapsible-content">'''Example 2''': A guest house offers an optional breakfast costing 10 per day. 19% VAT are included in the price for the breakfast.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > == City Tax ==</div><div class="mw-collapsible-content">'''Example 3''': A lodging needs to charge 5% city tax on all bookings.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > == City Tax Only for Children Above a Certain Age ==</div><div class="mw-collapsible-content">'''Example 4''': City tax only applies to children over 10 years of age.

Go to {#fas:cog}} (SETTINGS-) BOOKING ENGINE >PROPERTY BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:

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. '''Example 51. Set up "Extras" property''': 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->PROPERTIESand 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".*Go to SETTINGS -> PROPERTIES-> ROOMS ->SETUP**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 "Unit Allocation" = One per Booking**set Collect Number of Guests = No**Maximum Guest = 1**set "Maximum Stay" = Single Day Activity**enter "Accommodation Type" = Welcome Hamper**Enter in "Accommodation Type" what the guest books e.g. "Welcome Hamper” Repeat (1) above for the number of Extras you want to offer to your Guests.  Create individual Rooms/Units for each Extra you want to offer (e.g. different prices or types – Large Hamper, Gourmet Hamper, Champagne Hamper, Cooking course, Spa Day) If you need to collect the number of guests for example Evening meals, you will need to setup the Room/unit slightly differently as you may allow your guests to book per person/adult/child *Go to {#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP **enter “Name” – the name of your extra (i.e. Welcome Dinner)**set the "Quantity" = the number you want to sell in advance, number of guests**set "Unit Allocation" = One per booking**set Collect Number of Guests = Yes**Maximum Guests = Number of guests per booking**Maximum Adults = Number of Adults per booking, should be the same as the ROOM types you have (may need to be higher if you have a mix of room types)**Maximum Children= Number of children if you offer different prices for Adult/Child meals **set "Maximum Stay" = Single Day Activity**enter "Accommodation Type" = Welcome Meal *Go to {#fas:cog}} (SETTINGS) BOOKING RULES ENGINE > PROPERTY BOOKING PAGE > DEVELOPERS and exchange all phrases which refer to accommodation. Enter for example the following in "Custom Text" Check in|Purchase Date Book Multiple|Buy Multiple Book|Buy Guest|Hamper Guests|Hamper Click to Book Now|Click to Buy Now Confirm Booking|Buy Now Guest Details|Details Click here to make another booking|Click here to make another purchase Click here to make another booking|Click here to make another purchase '''2. Set prices for your Extras''' 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''' *Go to 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 SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "Vat Rate 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. <span style="color: #f3e504; font-size: 250%;" = >{{#fas:lightbulb}} </span> You may want to create a new Property for each Extra that you offer to your guests, for example, Food, Experiences, Travel (pickups) 7'''4. Optional'''

If you want to offer options to your Guests to select prior to their arrival, for example if you offer Evening meals and you would like you guests to select the number of each dish with their booking, then you should add UPSELL items that will show on the guest booking page. Go to {#fas:cog}} (SETTINGS->PROPERTIES-) BOOKING ENGINE >UPSELL ITEMS *Create an Upsell item for each item *Type = Optional *Description = Roast Chicken dinner (for example)*Amount = 0*Per = Booking*Period =Daily *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. '''Manage extras and bookings'''

1We 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) add breakfast as an "Upsell Item" with "Vat %" = 19

2In 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 city tax as an obligarory % tax the extra to the "Upsell ItemInvoice" tab of the booking.

To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) *Set up an Auto Action to use 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. *Setup an Auto Action to send Payment Request if you have not collected payment at the time of the template variable [INVOICETABLEVAT]booking.