Folio: How do I provide a discount to the guest?
Posted by Jesse Chieppa on 11 Jan 2014 10:31 AM
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How do I give a discount to the guest? There are times when you need to provide a discount to a guest when a booking is created or after the booking has already been created. Or find a way to reverse Items and/or Taxes from one folio so that they can be moved to another folio. There are options for giving these folio discounts below. The option you choose depends on whether or not you want to be visible to the guest in the folio or as a discounted rate. Option 1: Discount Rate Plan If you simply need to give a discounted rate and the guest doesn't need to "see" the discount on the folio, then apply the discount to the Rate Plan. If you want the discount to appear as a separate transaction on the guest folio, the go to option 2.
See Modify Rates Option 2 : Giving Discount on Folio If you want to apply a discount as a separate line item to a guest folio so that it appears to the guest on statements, then you must set up an inventory item called "discount" and then go to the folio to apply the discount. Step 1: Setting up the discount item:
Posting the discount to the folio: Once you have your discount item(s) created you're ready to post the discount to the guest.
For example to provide single $15 discount you would enter qty -1 and unit price 15.00, which will make the amount -15.00. Then simply click apply charge and the -15.00 and negative applicable taxes will be posted to the guests folio. See Give a Discount
Option 3 : Giving TAX Discounts or REMOVALS on Folios
Taxes aren't tied to a rate, but they are married to the Inventory Item they are setup with. The Inventory Item: RENT is linked to the Rate, but the same is true of 'beer', 'candy', etc. There are some jurisdictions where it is illegal to present a taxable Item separate from it's tax value on an invoice (which is what a Folio is). Thus, the two - Items and Taxes - are married together.
Step 1: Set up the 'reversal' item as detailed above and make sure it is set to be non-taxable. We like 'Miscellaneus Item' as a good 'catch all' Item for this purpose. When applying the reversal to the folio, use a Description comment to explain what and why you are doing this.
Posting the reveral item to the folio: Once you have your item(s) created you're ready to post the reversal to a folio.
For example to provide single $15 reversal you would enter qty -1 and unit price 15.00, which will make the amount -15.00. Then simply click apply charge and the -15.00 and teh reversal without taxes will be posted to the guests folio.
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