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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 channel. Also you need prices system will apply obligatory extras to all rooms and allow optional extras for each room. Price linking across all rooms or properties will not work.
=== 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 PAGE -> PICTURES.
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 =====
=== 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: <nowiki><p>Spa Treatment</p></nowiki> <img src="https://media.xmlcal.com/pic/p0000/3103/01.png" alt="Extra" width="200" height="141">
====Status====You can show an invoice sume sum for certain upsell items only, exclude upsell items from thetotalthe total, or group specific items in reports.
=== 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 ===
=== Limiting availability of items ===
== Display prices including obligarory obligatory fees on the first screen on your booking page==To do this, you use a rate that already contains the feesset Total Price Style = "Total including obligatory" in {{#fas:cog}}(SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE.
Example<span style="color: The price per night is #fe746c;“ >{{#fas:exclamation-triangle}} </span> €100With this setting you can not use "Per Booking" fees with multi-room bookings. € 50 cleaning fee If you apply regardless on how long the guest stays"Per Booking" fees please disable multi-room bookings.
"Summary" tab of the rate:*Room Price = 150 "Discounts" tab of the rate:*Nights = 2*Per night = 50 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===
=== Activities ===
=== Examples ==='''Example 1''': An obligatory cleaning fee of 50 applies once to all bookings.
'''Example 5''': Add additional charges == City Tax charged for children.first 7 nights only ==
Go to SETTINGS</div><div class="mw->PROPERTIEScollapsible-content">UPSELL ITEMS and add the charges as an "Upsell Item" with the settings'''Example''': City tax charged for first 7 nights only.
(1) Children under Create 2 go Free Upsell items and 2 Rates/Daily Prices.
Type = optionalGo to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS
Description = Children under 2- Free (if multiple languages are activated enter the description in all languages)Create new Upsell Item
Amount = 0Upsell item 1
Per *Type = ChildObligatory Tax
Period *Amount = Daily(enter per person/adult/day) value
Vat % *Per = if applicable enter the VAT rateAdult
(2) Children between age 3-6 years old *Description = City Tax
Type = optionalUpsell item 2
Description = Children between 3*Type -6 (if multiple languages are activated enter the description in all languages)Obligatory Tax
Vat % *Description = if applicable enter the VAT rateCity Tax
(3) Children over 6 years old Prices > Rates
Type = optionalOpen Rate 1 :
Description SUMMARY TAB*Maximum Stay = Children over 6 (if multiple languages are activated enter the description in all languages)7
Amount = 10UPSELL TAB Per = Child*Select Upsell Item 1 - per night City Tax
Period = DailyOpen Rate 2 :
Vat % SUMMARY TAB*Minimum Stay = if applicable enter the VAT rate8
Create an UPSELL TAB : *Select Upsell item for each age level with the appropriate prices.Item 2 - per night City Tax
'''Example 6''': *Open Daily Price 1*Maximum Stay = 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*Upsell Items, select Upsell Item 1 ->PROPERTIES->BOOKING RULES and set "Vat Rate %" = 7per night City Tax
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and *Open Daily Price 2*Minimum Stay = 8
1) add breakfast as an "*Upsell Items, select Upsell Item" with "Vat %" = 192 - per night City Tax
2) add city tax as an obligarory % tax "Upsell Item" </div></div>
To show VAT change your confirmations (SETTINGS<div class="mw->GUEST MANAGEMENT->CONFIRMATION MESSAGES) and invoice template (SETTINGScollapsible mw-collapsed">GUEST MANAGEMENT<div class="headline-collapse" >INVOICING) to use the template variable [INVOICETABLEVAT].
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]][[Category:Use_Cases]]<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.
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.
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.
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.
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]]
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.
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. =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.
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.
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 ==</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.>
Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->UPSELL ITEMS and add the cleaning fee as an "Upsell Item" with the settings
Type = obligatory
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 {{#fas:cog}} (SETTINGS->) PROPERTIES->UPSELL ITEMS and add breakfast as an "Upsell Item" with the settings
Type = optional
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 3''': A 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 all bookings.which 7% VAT applies
Go to {{#fas:cog}} (SETTINGS) PROPERTIES->BOOKING RULES and set "Vat Rate %" = 7 Go to {{#fas:cog}} (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 ({{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->CONFIRMATION MESSAGES) and invoice template ({{#fas:cog}} (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''': A lodging needs to charge 5% city tax on all bookings. Go to {{#fas:cog}} (SETTINGS) PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
Type = obligatory % tax
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" >
*Period = Daily
*Amount = 5(enter total price per 7 nights) value
*Per = ChildAdult
*Period = DailyOne Time
Prices > Daily Price Setup
== 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.
Adjustments for your property:
Add a Custom Question to your Booking page {{#fas:cog}} (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'''
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES and click on ADD NEW PROPERTY.**Click on EDIT and you will get to {{#fas:cog}} (SETTINGS) PROPERTIES -> DESCRIPTION. Enter the name (e.g. Extras – after booking) and the currency you accept. Set the "Type of Booking" to "Activity".*Go to {{#fas:cog}} (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)
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
'''3. Further settings'''
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES-> BOOKING QUESTIONS > CUSTOM QUESTION add a question – Please enter your Accommodation Booking id, set = Obiligatory
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES->PAYMENT COLLECTION and set up payment collection or use payment requests.
*Go to {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "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.
'''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
*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.
*Setup an Auto Action to send Payment Request if you have not collected payment at the time of the booking.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
== Add two different tax %, but both calculated on the base price.==
</div>
<div class="mw-collapsible-content">
Example:
Base price 100
Tax 1 = 5% = 5
Tax 2 = 9.975% = 9.975
Expected result will be: 114.975
If you already added 5% tax and do not want this applied for the second tax, you can reduce the second one by 5%.
i.e. 9.975 would be charged at 9.5% of the balance including the 5% tax to be the same as 9.975% on the amount without the first tax.
Upsell item 1
Type: obligatory % tax
Amount: 5.0
per: booking
period: one time
Description: Tax 1
Upsell item 2
Type: obligatory % tax
Amount: 9.5
per: booking
period: one time
Description: Tax 2
Another alternative is to combine the two taxes into one amount and charge 14.975%
