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[[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.

== Optional and obligatory extras ===== Add Extras ==Create Upsell Items=Each property can create up to 20 upsell itemsUpsell Items are shown on the booking page after the guest has selected their room or rooms.

*Offer extra The items can be used to show and allow booking of optional items and services or to your guest at the time of booking, perhaps bicycle hire, a sightseeing trip, meal, parking. *Add charges add compulsory fee's like taxes or cleaning feesand charges.

Select the property you want Up to set. If you have multiple properties, each 20 upsell items can be created per property can have its own rules so set up individually.

Select whether If you allow "Multiple Room Bookings" the item is system will apply obligatory extras to all rooms and allow optional extras for all rooms.  <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. Also you need prices for each room. Price linking across rooms or obligatoryproperties will not work. Obligatory </div> = 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. == Optional ==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. === Optional Quantity ===The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector. === Optional Percentage ===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. == Obligatory ==The obligatory type is like an optional type except it is added automatically added to the booking and cannot be removed by the guest. An example would be an end of stay a cleaning chargeor fee. Optional  *Per = BookingThe 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 can after the tax calculation. *Per = RoomThe percentage is calculated on the room price only. === Obligatory Cleaning ===This fee will be selected by applied to the guest with their bookingpage. Examples might 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 ===The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be a cooked breakfast or bike hireremoved.

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 A common use of items defined above them. If percentage items are used for tax, non taxable items can be defined below the obligatory percentage tax item is to avoid being included in the tax calculationadd one or more sales taxes.

In RATES optional Upsell items can be enabled/disabled for individual rates. When a booking === Obligatory Percentage Tax ===The obligatory percentage tax type is made only those optional Upsell items enabled for any rate involved in like the booking Obligatory Percentage type except it that it will be offered added to the guest"Price" field and the "Tax" field in the "Charges and Payments" tab the booking.

If a combination of Daily Prices the tax only applies on the room and Rates is offered then all Upsell items will be offered.does not accumulate with other taxes set "per" = Room

Compulsory Upsell == Refundable==Under "Period" upsell items can be set to be "Refundable". Refundable upsell items work like obligatory upsell items but are always enabled and cannot be disabled by a ratenot sent to comparison sites like Trivago or Tripadvisor.

If you want to offer offer extras separate = Description =The Description can be entered in each language. The description can contain HTML tags to enhance the booking on screen display. These tags will not show in emails, rate description and manage and/or display availability through the system have invoice fields. You can add a look here: [[Sell Extras like Activities or Car Rental]]picture which has been uploaded.

= Order of the Items =The description can contain HTML tags to enhance order in which the on screen display. These tags will not show items are defined in emails, rate description and invoice fieldsthe control panel is important for percentage calculations. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING PAGE -> PICTURES

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. <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 =A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab. [[Image:Upsell1.png|550px|link=]][[Media:Upsell1.png|view large]] = Limiting availability of items =Upsell items can be enabled/disabled for individual Daily Prices or Fixed Prices. When a booking is made only those upsell items enabled for any price involved in the booking will be offered to the guest. [[Image:Upsell2.png|550px|link=]][[Media:Upsell2.png|view large]]  If you allow 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 are linked. =Different upsell items for different rooms=Upsell items are created on property level. However, you can activate an upsell item for a price, and the price can be specific for a room. Create your different upsell items. In the prices go to the upsell section and activate/deactivate the upsell you want for the room that is attached to the price. = Display prices including obligatory fees on the first screen on your booking page=To do this, you set Total Price Style = "Total including obligatory" in {{#fas:cog}}(SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> With this setting you can not use "Per Booking" fees with multi-room bookings. If you apply "Per Booking" fees please disable multi-room bookings. =Reports and Templates=The value or quantity of each individual item can be added as columns in custom reports. The columns are called "Upsell 1 Value" and "Multiple Room BookingsUpsell 1 Qty" etc. where the number is the order they have been created. [[Template Variables|Template Variables]] can be used to display invoice charges in invoices, booking templates or Email templates. = Activities =If you want to offer extras separate to the booking and manage and/or display availability through the system will apply have a look here: [[Sell Extras like Activities or Car Rental]] = Examples =<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > == Obligatory Cleaning Fee ==</div><div class="mw-collapsible-content"> '''Example''': An obligatory extras cleaning fee of 50 applies once to all rooms bookings. Go to {{#fas:cog}} (SETTINGS) PROPERTIES->UPSELL ITEMS and allow add the cleaning fee as an "Upsell Item" with the settings Type = obligatory Description = Cleaning Fee (if multiple languages are activated enter the description in all languages) Amount = 50 Per = booking Period = one time 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''': A guest house offers an optional extras 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 Amount = 10 Per = person Period = daily 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 {{#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 roomsbookings. Go to {{#fas:cog}} (SETTINGS) PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings Type = obligatory % tax Description = City Tax (if multiple languages are activated enter the description in all languages) Amount = 5 Per = booking

Period === Reports ===one time

Vat % == Taxes ==if applicable enter the VAT rate=== Taxes which are added to the price===</div>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.</div>

<div class====Per Person per night Taxes====Additional taxes like city or bed taxes which apply per stay or per night are set up as "obligatorymw-collapsible mw-collapsed" upsell items with the settings ><div class="per day" or "per booking" "per personheadline-collapse".>

==City Tax Only for Children Above a Certain Age ==Per Person or per night Taxes based on age===</div><div class="mw-collapsible-content">'''Example''': 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:

Then set your tax as <div class="obligatorymw-collapsible mw-collapsed" ><div class="per dayheadline-collapse" or "per booking" "per adult".>

==City Tax charged for first 7 nights only = VAT - tax which is included in the price ======= Set VAT rate ====If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.

=== Reports ===In REPORTS->CUSTOM REPORTS you can create custom reports which show Create 2 Upsell Items (additional taxes) items and VAT2 Fixed Prices/Daily Prices.== Examples =='''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 {{#fas:cog}} (SETTINGS-) BOOKING ENGINE >PROPERTIES->BOOKING RULES and set "Vat Rate %" = 7UPSELL ITEMS

Upsell item 1 *Type = Obligatory Tax *Amount = (enter per person/adult/day) value  *Per = Adult *Period = Daily *Description = City Tax  Upsell item 2 *Type - Obligatory Tax *Amount = (enter total price per 7 nights) value  *Per = Adult *Period = One Time *Description = City Tax Prices > Fixed Prices Open Rate 1 :  SUMMARY TAB*Maximum Stay = 7  UPSELL TAB*Select Upsell Item 1 - per night City Tax  Open Rate 2 :  SUMMARY TAB*Minimum Stay = 8  UPSELL TAB : *Select Upsell Item 2 - per night City Tax  Prices > Daily Price Rules *Open Daily Price 1*Maximum Stay = 7  *Upsell Items, select Upsell Item 1 - per night City Tax  *Open Daily Price 2*Minimum Stay = 8  *Upsell Items, select Upsell Item 2 - per night City Tax  </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.  <b>Preparations:</b> 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)**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 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 1item per booking.  '''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. <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) '''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) 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 Fixed Prices (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''' We 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  In another window, paste the booking id into 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 breakfast as the extra to the "Invoice" tab of the booking. *Set up an Auto Action to confirm to the Guest their ‘Extras’ has been received and 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"Upsell Item><div class=" with headline-collapse"Vat > == Add two different tax %, but both calculated on the base price.== </div><div class=" mw-collapsible-content">  Example: Base price 100 Tax 1 = 5% = 195 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%

2) add city tax as an obligarory % </div></div><div class="Upsell Itemmw-collapsible mw-collapsed" ><div class="headline-collapse" >

'''Example 2''': 13% VAT are included in the room price which == An obligatory tax 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 applied to all bookings, except for business travelers, for the breakfast. Additionally the lodging needs to charge 5% city whom this tax on the price net lodging price and on the net breakfast pricedoes not apply.==

</div><div class="mw-collapsible-content">Go to SETTINGS{{#fas:cog}} CONFIGURATION->PROPERTIESBOOKING ENGINE->BOOKING RULES UPSELLING and set add the tax as an "Vat Rate %Upsell" = 13item with the following settings:

1Description: Tax (if using multiple languages, enter the description in all languages) add breakfast with the settings "obligatory %" "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23

2) add city tax with the settings "obligatory %" "Amount" =4: 1.4 "Per" = Booking "Period" = Daily "Vat % " = 05

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

Keywords: '''extras'''Then, '''VAT''', '''tax''', '''city create a obligatory upsell for the tax''', '''taxes'''and then a second upsell titled "I am a business traveler" with the same values, '''breakfast'''but negative, '''meals'''to subtract the tax again.