Creating and editing a price list for a transfer contract

This topic explains how to create and edit price lists for transfer contracts.

A transfer price list is usually structured as follows:

1 Market: Markets are used to define different rates for separate groups of travel agents or customers. With transfers, the selling price is usually the same for everyone, and therefore you will probably have a single market.
Seasons: The date range in which the price is valid. The transfer selling price tends to change slowly so seasons are usually defined for a one year period. You can copy and paste the season when the price needs to be updated.
Price levels: For transfers for individuals the price level is one Individual price level. For transfers for groups, the price levels are usually the different reservation lengths: Full day, Half day, evening hours and Transfer.
Price components: There are two types of price components
- Main: The main price component - with transfers for individuals it is per person or per vehicle, and you may have separate price components for each vehicle size. With transfers for groups, you have price components for the different group sizes - for example mini bus or midi bus.
- Supplements: These can be extra hours, or extra km.
The pricing of the price components can be built around either markup or commission, depending on your agreement with the transfer supplier.

For each market, season and price level, you can define custom remarks which can be displayed on the voucher, Booking Details page, reservation, itinerary, during the booking process, or Only to B2E users. You can define that the remarks only be displayed in Reservations Systems in a specific language.

As contracts are renewed, and price lists are updated as a result, you can view changes through the Track Changes button, which allows you to generate a report of recent changes.

This is useful for when you need to know when the contract was last updated, what was updated, and by whom.

If you want to view the price list for expired seasons, you can click the Show History button to display seasons that have already passed.

By default, the contract is going to be displayed in the Reservations System. While working on the contract it is recommended in the price list tree to deactivate the price list. In the Price List Definition pane, select Change Status, and change the status to Unpublish.

Once the contract is complete, change the status to Publish.

This procedure follows the steps in Creating a new transfer contract.

This procedure instructs you to open a menu by right-clicking on rows in the price list tree. However, you can also open the menu by clicking on the at the end of the row.

Select the Price List tab.
In the Price List Definitions pane, define the cancellation fee policy for the transfer.

The cancellation fee can either be defined in the contract or in the Cancellation Fee Policy module, depending on your agreement with the supplier.

If the supplier charges a cancellation fee, you need to define the cancellation fee in the contract. If markup is defined in the Markup Definitions module, when the cancellation fee is applied the profit margin is maintained.

If the supplier does not charge a cancellation fee, you can choose to create a business rule in the Cancellation Fee Policy module for charging cancellation fees from customers.

However, cancellation fees defined in the contract always overrule cancellation fee business rules.

For more information, see Cancellation Fee Logic.

If you are defining the cancellation fee in the Cancellation Fee Policy module, skip to step 4 (and ignore step 6).

If you are defining the cancellation fee in the contract, you can enter a cancellation fee for the entire price list, or enter cancellation fees that apply to specific seasons. If you want to create a cancellation fee for a specific season, skip to step 6.

Each cancellation fee policy can comprise up to four cancellation fee periods.

In the Cancellation fee policy section:

In the Value Definition columns enter either an amount, percentage, or number of nights.
In the Cancellation Period Units columns enter the cancellation period.

For example if the cancellation fee for cancelling up to five days in advance is 25%, in the Value Definition columns, enter 25 and select Percent, and in the Cancellation Period Units, enter 5 and select Day.

To clear a cancellation fee policy, click Clear.

If the cancellation fee is an amount and not a percent, you can apply it to all the passengers in the reservation, by selecting Per Person.

In the price list tree, select the market All.

Once the contract is complete, change the status to Publish.

In the Market Definition pane, in the Currency section, select the Net currency (Supplier currency) and Gross currency (selling currency) of the transfer service, and click Done.

The net and gross selling currency codes are updated on the price list tree.
In the price list tree, right-click on the market, and select New Season.

A new season is added to the price list.
In the Season Definition pane, in the Dates section enter the season dates, and click Done.

A season name is automatically generated by the system based on the dates you enter.

The season information is automatically updated on the price list tree.

If you want to use your own season names, in the Season Name field, select a season name or create a new name, and then enter the season dates.
In the price list tree, right-click on the season and select New Price Level.

A new price level is added to the price list. The price level includes the main and supplement price components that are defined in the default transfer contract.
In the Price Level Definition pane, in the Price Level field, select a price level you defined for the transfer contract.

If you did not create a price level in advance, you can create a new price level, by clicking <Add New Price Level...>.

The price level information is automatically updated on the price list tree.
If the price is only relevant for part of the day (for example Day Transfer or Evening Hours), in the From Time and To Time fields, enter the hours in which the price level can be sold.

In the price-list tree, select a main price component.

If you selected a default price component which you want to change, in the Price Component Definition pane, in the Price Component Field, select the price component.

Any changes made to the price component, only apply to the contract, and do not affect the default settings saved in the system.
If you did not create a price component in advance, you can create a new price component, by clicking <Add New Price Component...>
With Per Vehicle components the ages are not relevant for transfer price lists.

With Transfers for individuals: If the price component is calculated per person, in the Ages field, define the ages that apply to the price component. This can be used to define seat per child and seat per adult price components.
With transfers for groups: If you want to change the group size for the price component, in the Min Passengers and Max Passengers fields, enter the minimum and maximum number of passengers who the vehicle can be reserved for.
In the Prices & Nights table, enter the relevant prices per day:
- Net: The supplier price of the transfer price component
- Gross: The selling price of the transfer price component
- The Published amount is updated automatically.
  
  If you are using the Markup Definitions module, you can leave the Gross field empty.
With transfers for individuals, if the price component is calculated per person, select per person.
If there are specific days of the week in which the transfer cannot be reserved, clear those days in the Stay Day section.
Click Done.

If you have an additional main price component in the price list tree, select the main price component, and edit it according to the previous step. Otherwise, delete this price component.
If you have additional main price components you need to add to the price list, for each main price component, right-click on the main price component, select Copy & Paste Price Component, and repeat step 9.
If applicable, in the price list tree, select or create a supplement price component:
1. In the Component Type field, select Supplement.
2. If you selected a default price component which you want to change, in the price component, in the Price Component Definition pane, in the Price Component field, select the price component.
3. In the Prices & Nights table, enter the relevant prices per day:
  - Net: The supplier price of the transfer price component
  - Gross: The selling price of the transfer price component
  - The Published amount is updated automatically.
    
    If you are using the Markup Definitions module, you can leave the Gross field empty.
4. If the supplement is optional and needs to be purchased separately by the customer, clear the Default option.
5. Click Done.
If you have an additional supplement price component, select the supplement price component, and edit it according to the previous step. Otherwise, delete this price component.
If you have additional supplement price components you need to add to the price list, for each supplement price component, right-click on the supplement price component, select Copy & Paste Price Component, and repeat step 10.
To add additional price levels, in the price list tree, right-click on the price level and select Copy & Paste Price Level.

The following message appears.
If you want to reset the prices to 0 in the new price level click Yes. If you want to keep the old prices, click No.
For each price level, you want to add repeat step 8-13.
To check the price list, click Check Price List, and correct any mistakes that appear in the dialog box.
Click Save & Exit.

Creating and editing a price list for a transfer contract

How

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