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Products - Add / apply price rules
Adding price rules for discounts to your product prices
Imola Laposi avatar
Written by Imola Laposi
Updated over a week ago

You may apply a rule to a price from:

  • left menu Product Details, PRICES tab, Price Details/Price Rules

  • from main left menu Product/Prices

From the Prices List select the price you need to apply price rules. You can add the price rule directly using Apply Rule from Edit

 or,

you can open  the price detailed page and at the bottom of it there is Price Rule section where you can select and set up the type of the rule you need. When you are done with the settings click + ADD RULE.

There are eight price rules available:

PRICE RULE - #30 - PROMO PRICE

This price rule may be applied to a price that is to be paid during a certain period or for certain occasions.

Type:

B - buy price -  applied only to buy price

S - sell price -  applied only to sell price

BS - both buy and sell price -  applied to both buy and sell price

Once the rule is selected you can define if the rule applies to Buy or Sell price, or both.

Default

Uses the Begin and End Date (From… To) of the travel arrangements for which the rule should apply

Deal date

Enter the Deal date for arrangements for which the rule should apply

Travel date

Enter the travel date for arrangements for which the rule should apply

Starting Days

Check the days of the week  for arrangements for which the rule should apply

Begin & End Days

 Check the begin and end days in the week  for arrangements for which the rule should apply

Once you have set up the price rule, click SAVE.

PRICE RULE - #34 - WARNING RULE

This is the rule you have to use if a warning message must be displayed when a price rule is applied.

First select the rule then type the message to be displayed. Click SAVE.

PRICE RULE - #35 - STAY MIN MAX

Use this price rule if you need to set a price for a minimum or a maximum number of days booked.

For the settings in the screenshot above the system will use this price in case of searches of minimum 5 and a maximum of 10 days to stay, and if price matches rule, then other prices found will not be shown. If you need to display all the prices, check “Show all prices, not only those that match the rule”.

Also, you have the possibility to use only minimum or maximum days for this rule.

#35 Rule can be applied to:

B - buy price -  applied only to buy price

S - sell price -  applied only to sell price

BS - both buy and sell price -  applied to both buy and sell price

Use:

  • min. days only - the system will use this price only if the minimum days of stay matches in the arrangement

  • max. days only - the system will use this price only if the minimum days of stay matches in the arrangement

  • both - the system will use this price only if both the minimum and maximum days of stay match in the arrangement

Mention!

When adding a new arrangement into a deal and the duration calculated based on the Begin/End date selected does not correspond with the values min/max of the rule #35 as set per price, all the price information is reset to 0 (buy/sell price, commissions, profit/margin percents, taxes) and the rule will not be saved on arrangement level.

This is the case when a new buy/sell price must be manually added to the arrangement.

PRICE RULE - #41 - CHILD/SENIOR REDUCTION

This rule is used if you need to set special prices for children or seniors.

The age is calculated on the travel date - date of the arrangement in the Deal.

The rule can be applied to B - Buy price, S - Sell price or Both - buy and sell price.

Age from:

  • enter the minimum age that the rule applies to (.i.e. in case of children this is 0, in case of seniors it may be any other age, like 60 for example)

Age to:

  • enter the minimum age that the rule applies to (.i.e. in case of children this may be 6 for example, in the case of seniors it may be any age, that is bigger than the age from, like 100 for example)

Value %

  • enter the value percentage of the price to be paid. If set a value of 10 and select % then 10% of the original price is the price applied in case of children or seniors.

Value Fix

  • Enter e fix amount of the price to be paid instead of the original price in case of children or seniors.

Value Max

    Check this box if you want to set the maximum number of children or seniors that this value is applied to. In case you enter 2 in the field next to Max, the system will apply the discounted value to the first two children in the arrangement and you may set an additional discount for the rest, by filling out the next value fields that are displayed.

After you have finished the settings, click SAVE.

PRICE RULE - #43 - STAY-PAY

This price rule can be applied when there is a special price that needs to be paid in case of staying more than a few days, i.e. stay 3 nights/pay only 2.

The rule can be applied to B - Buy price, S - Sell price or Both - buy and sell price.

Stay:

  • add the minimum stay period for which the discount is applied

Pay:

  • add the period for which the price needs to be paid

Multiple reductions if duration fits in total days

  • check if you want to apply multiple reductions if the duration fits more than once in total days of the arrangement period

Begin / End

  • check the beginning or the end of the period that the free days should apply to

Highest Price / Lowest Price

  • check the highest or the lowest price to which the free days should apply to

Click SAVE to apply the price rule.


SET OF RULES #20 and #21

PRICE RULE - #20 - Charge % of travel price

This rule works different from the others meaning that works as a distinct product with a price set to zero that has this rule applied.

First, create a product with the appropriate name that describes its function: deduction or increase.

Set a price with Buy and Sell 0.00 and apply rule #20. Select if the rule applies to Sell Price, Buy Price or Both:

Select the percentage. If the rule applies as a deduction for the price, set the percent as a negative number, like -(minus)50%. If you want to increase a price, set the percent as a positive number, like  50%. Select the number of decimals to be rounded and select at what calculated amount the rule must be applied:

  • the rule will be applied only for those travelers assigned to the product in the deal that has Rule 20 set (for example an insurance product).

If Calculate by traveler assignment is checked:

  • the percent will be applied to the total amount of the arrangements to which the traveler is assigned

  • this setting calculates separately the amount per traveler (and for the total of the deal)

  • this is useful when the amount has to be displayed separately for each traveler on certain documents generated for a deal.

The price, in this case, to be marked as “One Time charge” and Price per person checked. Otherwise the calculation will not reflect the correct amount.

Once all details are set up, add this product as an additional arrangement in Deals and it will work accordingly to your settings. It will increase or reduce the total amount of the Deal.

PRICE RULE #21 - DO NOT INCLUDE IN TOTAL CALCULATION

In case in a Deal you have more than one arrangement and the rule #20(deduction or the increase)  has to be applied only for some of the arrangements, set rule #21 for the prices that you want to be excluded from the effect of rule #20.

In order to to that, edit the products prices and apply rule #21. As usual, the rule can be applied for Buy price, Sell price or Both:

IMPORTANT!

If your price has different currencies for Buy and Sell, and depending on the rule you choose, you want to apply the rule both to Buy and Sell price and use a Fix Value (amount) and not percent (%), it is mandatory to apply the rule twice: once for Buy Price - B, and once for Sell Price - S. That means that for each Buy and Sell price, you will add the Fix Value (amount) corresponding to the currency of the price.

See below an example of rule 41 applied for a price that has different currencies set for Buy and Sell:

Price rule #17 - ADD TO DOWN PAYMENT AMOUNT

It is a rule that is involved in the Down Payment amount calculation.

It is applied on Sell price and it calculates value from the sell price of the arrangement to which it is applied, to be added to the total of down payment already calculated based on defined settings, for the other arrangements that do not have rule #17 applied.


Settings

Max - the total sell price of the arrangement is added in the calculation of the Down Payment amount

Percentage - calculates a percentage from the Sell price of the arrangement to be added to the Down Payment amount

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