price editor Archives - Tourwriter Knowledge Base https://kb.tourwriter.com/tag/price-editor Tourwriter Knowledge Base Mon, 19 Feb 2018 19:41:56 +0000 en-US hourly 1 https://kb.tourwriter.com/wp-content/uploads/2020/01/cropped-cropped-Dark-Charcoal-no-circle-Copy-180x180-1-32x32.png price editor Archives - Tourwriter Knowledge Base https://kb.tourwriter.com/tag/price-editor 32 32 Adding Tax to a Booking https://kb.tourwriter.com/adding-tax-booking Tue, 03 Nov 2015 04:48:45 +0000 http://kb.tourwriter.com/?p=3009 All booking prices in Tourwriter should include all taxes (e.g. VAT, GST). If rates are provided to you by your suppliers excluding tax at the time of booking, use the Add Tax button in the Bookings Price Editor to add tax automatically based on predefined tax amounts in the Setup.

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All booking prices in Tourwriter should include all taxes (e.g. VAT, GST). If rates are provided to you by your suppliers excluding tax at the time of booking, use the Add Tax button in the Bookings Price Editor to add tax automatically based on predefined tax amounts in the Setup.

Prerequisites: This feature is available but not switched on for all users. To enable the Add Tax feature in your Tourwriter database, please contact your Customer Success Executive or the support team (support@tourwriter.com).

In order to use this feature, ensure that the tax types in Accounting Setup are completed. Define your Accounting Tax Types List on the Setup Subtab then apply to the Default Tax Types table on the Settings Subtab.

Within a Supplier, Net Tax Type and Gross Tax Type can be overridden per Supplier or per Service.

To add tax to a booking, in the Itinerary Bookings List:

  1. Double click the booking item to open the Bookings Editor.
  2. Select Edit > Price.
  3. The Bookings Price Editor appears.
  4. Choose your editing option from Net and Mup, Net and Gross or Gross and Comm.
  5. Enter the tax exclusive amount(s) provided by your supplier into the applicable fields.
  6. Click the Add Tax button in the top right corner of the Price Editor.Price Editor Add Tax
  7. Tourwriter will add the percentage (%) of tax applicable based on your predefined tax settings e.g. 15%.Price Editor Add Tax after
  8. If tax has already been added to this booking, a Tourwriter Message will alert you accordingly:Price Editor Tax Added warning
  9. Close the Price Editor.
  10. The price fields in the Bookings Editor and Bookings List will now reflect the tax inclusive amount for this booking.
  11. Save your changes (CTRL S).

The Is Tax Added field on the Bookings List will indicate whether tax has been manually added to this booking using the Add Tax button. All other values are assumed to include Tax.

Bkgs List Is Tax Added

Tax exclusive amounts (per booking) can be viewed and exported by going to Additional Tab > Accounting Subtab within the Itinerary. See Itinerary Accounting Export for more.

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Total Price Calculation https://kb.tourwriter.com/total-price-calculation Tue, 03 Nov 2015 04:38:35 +0000 http://kb.tourwriter.com/?p=3000 If rates are provided to you by your suppliers as a Total amount at the time of booking, use the Total calculation option in the Price Editor to edit the Net (total) or Gross (total) amount and have the Net (unit) and Gross (unit) amounts calculated accordingly.

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Booking prices in Tourwriter are based on Net (unit) or Gross (unit) amounts.

If rates are provided to you by your suppliers as a Total amount at the time of booking, use the Total calculation option in the Price Editor to edit the Net (total) or Gross (total) amount and have the Net (unit) and Gross (unit) amounts calculated accordingly.

Prerequisites: This feature is available but not switched on for all users. To enable the Total Price Calculation feature in your Tourwriter database, please contact your Customer Success Executive or the support team.

In order to use this feature, ensure that the booking includes a Qty (and Nts if applicable) before editing the Total Price.

In the below example, a Day Cruise has been added to the Itinerary Bookings List.

The Net (unit) rate for the Day Cruise is $105.50 per Adult, but the Supplier has confirmed a Total rate of $215.00 Net based on 2 Adults for this booking.

Net Total Calc before

To edit the Total price:

  1. Double click the booking item to open the Bookings Editor.
  2. Select Edit > Price.Net Total Calc Edit Price
  3. The Bookings Price Editor appears.Net Total Calc Edit Price before
  4. Choose your editing option from Net and Mup, Net and Gross or Gross and Comm.
  5. Select Total from the Calculation options and enter the Total amount(s) provided by your supplier into the applicable fields.Net Total Calc Edit Price after
  6. Close the Price Editor.
  7. The Net (unit) and Gross (unit) fields on the Bookings editor and Bookings List will automatically calculate based on the Nts and Qty for that booking.Net Total Calc Bkgs List after
  8. Save your changes (CTRL S).

NOTE: The Total editing option will not be remembered for next time. If editing the price again, ensure the Total option is selected from the Calculation options before proceeding.

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Day Rates Price Editor https://kb.tourwriter.com/day-rates Mon, 03 Aug 2015 05:41:12 +0000 http://kb.tourwriter.com/?p=2983 The new Price Editor offers the ability to load rates for any Pricing Option according to the day of the week (e.g. mid-week or weekend rates). These ‘Day Rate’ bookings will display as one booking item in the Itinerary Bookings List.

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This feature has been enabled for some users following the August 2016 release. If you’d like to start using Day Rates, please contact your Customer Success Executive or the Tourwriter Support team.

The new Price Editor offers the ability to load rates for any Pricing Option according to the day of the week (e.g. mid-week or weekend rates). These ‘Day Rate’ bookings will display as one booking item in the Itinerary Bookings List.

Please note that any custom reports (Itineraries, Quotations, Pricing reports) developed prior to the 3 August 2016 release may repeat Day Rate bookings publishing content. Please contact your Customer Success Executive or our Support team for assistance with amending any templates where Day Rates are used (please note charges apply).

Supplier level

Add your Supplier information as normal, including the Pricing Options for selected season grid. Open the Price Editor by double clicking the applicable Pricing Option (or clicking Price Editor Button).

TourWriter Price Editor

The steps for loading rates are as follows:

  1. Choose an editing option (Net and Markup, Net and Gross or Gross and Commission).
  2. Fill in the applicable pricing fields (you can tab through these).
  3. If this rate is applicable for all days of the week, simply close the Price Editor, you are finished.
  4. If this rate is applicable for only certain days of the week, click the Yellow Plus to add in an additional pricing line for this Option. Fill in the pricing fields and then tick the boxes for the day/s of the week this price is valid for.
    day-rates-pricing-option
  5. If there are additional prices to add for other days, click the Yellow Plus a second time and follow step 4 again.

Additional Information

  • All existing supplier rates will convert to the new Price Editor and will have one pricing line with no days of the week ticked.
  • Only the rates for the first pricing line will display within the Services > Pricing options for selected season grid. To see if additional Day Rates apply, open the Price Editor.
  • If an additional pricing line is inserted but no Days have been ticked, this pricing line will automatically disappear once the Price Editor window is closed.
  • There can only be one tick per day. If a day does not have a tick applied to it, the tick will automatically revert to the first pricing line (even if the tick had just been moved from another line and then unticked).

Itinerary Level

To use a Service that has different Day Rates, proceed as normal to add the booking to your Itinerary. As the booking drops into the Bookings List, Tourwriter will calculate the total and final prices, taking into consideration all relevant pricing options.

NB: Currently if the Date, Nts or Qty fields within the Bookings List are then altered, the booking will recalculate taking into consideration all relevant pricing options regardless of whether the Refresh Rates table is used or not.

Bookings List
Within the Bookings List, Tourwriter will indicate that a Day Rates booking exists by displaying a green symbol (Day Rates Symbol) in the Booking Name field and a magnifying glass (Day Rates Magnifier) in the ‘Net (unit)’ and ‘Gross (unit)’ fields. A quick view of the different rates included in the booking can be seen by hovering the mouse over the magnifying glasses.

day-rates-bookings-list

To gain a more comprehensive breakdown of the booking (and to edit the booking), double click the booking to open the Tourwriter Bookings Editor and select Edit > Price.

day-rates-booking-editor

 

day-rates-bookings-price-editor

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