Bjarni Bemar: Created page with "Category:Properties Category:How to Category:Invoice Category:Enhanced_Selling ''This page is about the menu SETTINGS->PROPERTIES->UPSELL ITEMS'' Upsell Items..."

2018-06-15T14:40:29Z

Created page with "Category:Properties Category:How to Category:Invoice Category:Enhanced_Selling ''This page is about the menu SETTINGS->PROPERTIES->UPSELL ITEMS'' Upsell Items..."

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[[Category:Properties]]
[[Category:How to]]
[[Category:Invoice]]
[[Category:Enhanced_Selling]]
''This page is about the menu SETTINGS->PROPERTIES->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.

Note: Upsell Items can not be exported to OTAs. If required you can set them up directly in the channel.

=== 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:
<nowiki><p>Spa Treatment</p></nowiki>
<img src="https://media.xmlcal.com/pic/p0000/3103/01.png" alt="Extra" width="200" height="141">
==== 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 to the booking and cannot be removed.
An example would be a cleaning charge or fee.

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 =====
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.

A common use of the obligatory percentage item is to add one or more sales taxes.

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.

===== Obligatory Percentage Tax =====
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 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">

=== Order of the Items ===
The order 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.

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.

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:Upsell2.png|550px|link=]]
[[Media:Upsell2.png|view large]]

If a combination of Daily Prices and Rates is offered then all Upsell items will be offered.

Obligatory upsell items are always enabled and cannot be disabled by a rate.

If you have extras you only sell on site you can set them up as "Invoice Items" in SETTINGS->GUEST MANAGEMENT->INVOICING.

===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 "Upsell 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 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.

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.

Go to SETTINGS->PROPERTIES->UPSELL ITEMS and 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

'''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

Type = optional

Amount = 10

Per = person

Period = daily

Vat % = 19

'''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

Type = obligatory % tax

Description = City Tax (if multiple languages are activated enter the description in all languages)

Amount = 5

Per = booking

Period = one time

Vat % = if applicable enter the VAT rate

'''Example 4''': 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:

Children|Children under 10
Child|Child under 10

'''Example 5''': 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->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].

Upsell Items - Revision history

Bjarni Bemar: Created page with "Category:Properties Category:How to Category:Invoice Category:Enhanced_Selling ''This page is about the menu SETTINGS->PROPERTIES->UPSELL ITEMS'' Upsell Items..."