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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.
=== 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 ==== Optional Quantity ====
==== Optional Percentage ====
==== Obligatory ====
==== Obligatory Percentage Tax ====
=== Description ===The Description can be entered in each language. The description can contain HTML tags to enhance If the tax only applies on screen display. These tags will the room and does not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the accumulate with other taxes set "Image Tagper" from SETTINGS -> BOOKING PAGE -> PICTURES = Room
=== 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 ===
Obligatory upsell items are always enabled and cannot be disabled by a rate<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=
==[[Template Variables|Template Variables]] can be used to display invoice charges in invoices, booking templates or Email templates. = Activities ===
=== Examples ==='''Example 1''': An obligatory cleaning fee of 50 applies once to all bookings.
'''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" >
'''Example 3''': A lodging needs to charge 5% city tax on all bookings.<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
'''Example 5''': 7% VAT are included in the room price. The lodging offers breakfast For Single items, like Welcome Hamper etc, Daily Prices will work as an extra. 19% VAT you are included in the price for the breakfastlikely to be selling 1 item per booking. 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'''3. Further settings'''
1*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"><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 Itemitem 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% </div></div><div class="mw-collapsible mw-collapsed" with ><div class="Vat %headline-collapse" > = 19= An obligatory tax is applied to all bookings, except for business travelers, for whom this tax does not apply.== </div><div class="mw-collapsible-content">Go to {{#fas:cog}} CONFIGURATION-> BOOKING ENGINE-> UPSELLING and add the tax as an "Upsell" item with the following settings: Type: Obligatory Description: Tax (if using multiple languages, enter the description in all languages) Amount: 1.5 Per: Booking Period: One-time
2) add city tax as an obligarory VAT % tax "Upsell Item" : If VAT is included, enter the corresponding VAT rate
To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) Then, create a obligatory upsell for the tax, and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) then a second upsell titled "I am a business traveler" with the same values, but negative, to use subtract the template variable [INVOICETABLEVAT]tax again.
[[Category:How to]]
[[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.
<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 properties will not work. </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 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.
*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 after the tax calculation. *Per = RoomThe percentage is calculated on the room price only. === Obligatory Cleaning ===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. === 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 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.
==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. = 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. =Status=You can show an invoice sum for certain upsell items only, exclude upsell items from the total, or group specific items in reports.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. = Order of the Items ===The order in which 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.
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 ===Optional upsell Upsell items can be enabled/disabled for individual ratesDaily Prices or Fixed Prices. When a booking is made only those optional Upsell upsell items enabled for any rate price 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 {{#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 combination of Daily Prices price, and Rates 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 offered then all Upsell items will be offeredattached 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.
The value or quantity of each individual item can be added as columns in custom reports.
The columns are called "Upsell 1 Value" and "Upsell 1 Qty" etc. where the number is the order they have been created.
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 {{#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>
== Optional Breakfast ==</div><div class="mw-collapsible-content">'''Example''': 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>
== 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 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" >
== City Tax charged for first 7 nights only ==
</div>
<div class="mw-collapsible-content">
'''Example''': City tax charged for first 7 nights only.
Create 2 Upsell items and 2 Fixed Prices/Daily Prices.
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS
Create new Upsell Item
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'''
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES->PROPERTIES-BOOKING QUESTIONS >UPSELL ITEMS and CUSTOM QUESTION add a question – Please enter your Accommodation Booking id, set = Obiligatory
