Upsell Items

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Upsell Items
This page is about the menu {{#fas:cog}}  (SETTINGS) 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.

If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms.


{{#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.

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 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.

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.

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.

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.

{{#fas:exclamation-triangle}} 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.

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Limiting availability of items

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.

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

{{#fas:exclamation-triangle}} 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.

Create your different upsell items.

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.

Display prices including obligatory fees on the first screen on your booking page

To do this, you use a rate that already contains the fees.

Example: The price per night is €100. € 50 cleaning fee apply regardless on how long the guest stays.

"Summary" tab of the rate:

  • Room Price = 150

"Discounts" tab of the rate:

  • Nights = 2
  • Per night = 50

{{#fas:exclamation-triangle}} 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

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 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

Examples

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Obligatory Cleaning Fee


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Optional Breakfast


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Breakfast with Different VAT Rate than Lodging


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City Tax


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City Tax Only for Children Above a Certain Age

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Offer Extras after the Guest has Booked