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Upsell Items

365 bytes removed, 19:25, 16 June 2016
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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.
 
A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab.
Up to 20 upsell items can be created per property.
=== Type of Item===
 
Upsell items of the following types can be created
==== Optional ====
 
The optional item type is selected by a check box on the booking page.
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 ====
 
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.
==== Obligatory ====
 
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.
==== Obligatory Percentage (Tax) ====
 
The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be removed.
=== Order of the Items ===
 
The order the items are defined in the control panel is important for percentage calculations.
=== 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.
Note: 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]]
=== Rates and Limiting availability of items ===
Optional upsell items can be enabled/disabled for individual rates. When a booking is made only those optional Upsell items enabled for any rate involved in the booking will be offered to the guest.
 
[[Image:Upsell1.png|550px|link=]]
[[Media:Upsell1.png|view large]]
Optional upsell items can be enabled/disabled for individual rates. When a booking is made only those optional 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 offered.
=== Custom Reports === 
The value or quantity of each individual item can be added as columns in custom reports.
=== Activities ===
 
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]]
=== Limitations ===
 
If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.
=== Examples ===
'''Example 1''': 13% VAT are included in the room price which 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 for the breakfast. Additionally the lodging needs to charge 5% city tax on the price net lodging price and on the net breakfast price.
 
Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" = 13
 
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and
 
1) add breakfast with the settings "obligatory %" "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23
 
2) add city tax with the settings "obligatory %" "Amount" =4.4 "Per" = Booking "Period" = Daily "Vat % " = 0
 To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].  '''Per Person or per night Taxes based on ageExample 2'''Example: City tax only applies to children over 10 years of age.
Go to SETTINGS->BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
Then set your tax as "obligatory" "per day" or "per booking" "per adult".
 
'''VAT - tax which is included in the price'''
 
If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.
 
To show included taxes in the invoice use the template variables [INVOICETABLEVAT] or [INVOICETABLEVAT2]
 
''' Reports '''
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
'''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
To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
 
'''Example 2''': 13% VAT are included in the room price which 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 for the breakfast. Additionally the lodging needs to charge 5% city tax on the price net lodging price and on the net breakfast price.
 
Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" = 13
 
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and
 
1) add breakfast with the settings "obligatory %" "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23
 
2) add city tax with the settings "obligatory %" "Amount" =4.4 "Per" = Booking "Period" = Daily "Vat % " = 0
 
 
To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
 
 
Keywords: '''extras''', '''VAT''', '''tax''', '''city tax''', '''taxes''', '''breakfast''', '''meals'''

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