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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: = Type of Item= <nowiki><p>Spa Treatment</p></nowiki> <img src="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.pngYou can add a picture which has been uploaded by adding the " alt="Extra" width="200" height="141Image Tag"from SETTINGS -> BOOKING ENGINE -> PICTURES. ==== Optional ====
===== Optional Quantity =====
===== Optional Percentage =====
==== Obligatory ====
===== Obligatory Cleaning =====
===== Obligatory Percentage =====
===== Obligatory Percentage Tax =====
=== 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 ===
If you have extras you only sell on site you can set them up as <span style="Invoice Items" 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 ===
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.
'''Example 5'''<b>Preparations: 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</b>
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 ==How it worksYou use a property with a special set up to sell Extras to guests that have already made a booking. They will need to enter their accommodation booking number when the make the booking so the owner can ‘group’ the bookings. Set upAdjustments for your lodging property:
NOTE<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)
[[Category:Invoice]]
[[Category:Enhanced_Selling]]
[[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=
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.
Up to 20 upsell items can be created per property.
<div class=== Type of Item==="warning">{{#fas:exclamation-triangle}} Upsell items of the following types Items can not be createdexported to OTAs. The Description If required you can be entered set them up directly in the channel. Also you need prices for each languageroom. The description can contain HTML tags to enhance the on screen display. These tags Price linking across rooms or properties will not show in emails, rate description and invoice fieldswork. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -</div> BOOKING PAGE -> PICTURES.
The optional item type is selected by a check box on the booking page.
The Per and Period values are used to calculate how many of the items are required.
The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector.
The optional percentage is calculated and added to invoice when the item is selected.
The Period value is not used for percentage items.
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.
The percentage is calculated on the room price only.
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.
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 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 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.
If the tax only applies on the room and does not accumulate with other taxes set "per" ==Room == 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.
With the exception of per room percentages, percentage items are applied to the room price and any items above it.
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 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.
Each item can be assigned it's own VAT rate if for example some items are VAT free or have discounted VAT rates.
A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab.
[[Media:Upsell1.png|view large]]
=== Rates and 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.
[[Image:Upsell2.png|550px|link=]]
If you have extras you only sell on site you can set them up as "Invoice Items" in 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. =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 combination of Daily Prices room. Create your different upsell items. In the rate menu go to the upsell tab and Rates activate/deactivate the upsell you want for the room that is attached to the rate. = 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. Example: The price per night is offered then all Upsell items will be offered €100. € 50 cleaning fee apply regardless on how long the guest stays. "Summary" tab of the rate:*Room Price = 150 "Discounts" tab of the rate:*Nights = 2*Per night = 50
The value or quantity of each individual item can be added as columns in custom reports.
[[Template Variables|Template Variables]] can be used to display invoice charges in invoices, booking templates or Email templates.
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]]
=Examples =<div class= Limitations "mw-collapsible mw-collapsed"><div class="headline-collapse" > == Obligatory Cleaning Fee ==If you allow </div><div class="Multiple Room Bookingsmw-collapsible-content" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.>
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the cleaning fee as an "Upsell Item" with the settings
Vat % = if applicable enter the VAT rate
</div>
</div>
<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.
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add breakfast as an "Upsell Item" with the settings
Vat % = 19
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > == Breakfast with Different VAT Rate than Lodging ==</div><div class="mw-collapsible-content">'''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 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].</div></div> <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.
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
Vat % = if applicable enter the VAT rate
</div>
</div>
<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:
Children|Children under 10
Child|Child under 10
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
== Offer Extras after the Guest has Booked ==
</div>
<div class="mw-collapsible-content">
You use a property with a special setup to sell extras to guests that have already made a booking. They will need to enter their booking number when they make the booking so the owner can ‘group’ the bookings.
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.
'''1. Set up "Extras" property'''
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
**enter "Accommodation Type" = Welcome Meal
*Go to {#fas:cog}} (SETTINGS -) BOOKING 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
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.
'''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
