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userdocs:travelwise:data_loading:hotel_markups [2014/04/28 04:38] dokuwiki_sync |
userdocs:travelwise:data_loading:hotel_markups [2014/07/01 05:27] (current) dokuwiki_sync |
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===== Purpose ===== | ===== Purpose ===== | ||
- | To load hotel markups rules, there is a related functionality at customer prifile at //'Fees'// tab. | + | To load markup rules for any land segment. |
- | The functionality is used just for data loading for now. | + | There is a related functionality of a higher priority at customer profile at //'Fees'// tab. |
+ | {{:userdocs:travelwise:data_loading:new_markups.png?nolink|}} | ||
- | *//'Supplier'// - optional field. | + | Customer-defined markups are taken into calculation is [[userdocs:travelwise:getting_started:searches|search rates forms]], when the search is run for a specific customer. |
- | If it is empty, it means that the rule is applied to all suppliers. | + | |
- | ==== BK Net to BK Sell Calculation ==== | + | ===== About ===== |
+ | //Net rate// here is a //Sell rate, which B2B Company, as a tour-operator represents to its clients (travel agencies)// as //their Net rate//. Calculation method for all land segments is changed, there is no markup on HC and contracts level anymore. The rates are returned according to the rules defined in //inhouse Application (Travelwise.NET)//: | ||
+ | - primarily according to the customer (//Customer profile -> 'Fees' tab// see above); | ||
+ | - and secondary according to the general markups at //Master Entry -> [[userdocs:travelwise:data_loading:hotel_markups|Hotel Markups]]// - though it is named //'hotel'//, rules for //any land segments// can be set in this form. | ||
- | Main thing affecting BK net to BK sell calculation is the new markup structure. | + | Got rid of the rounding in a segment to the upper 5, rate is rounded to the higher integer. The calculation method of //sell rate// remains the same, but with a difference that //customer's handling fee// is treated in a segment and no additinal calculations are needed in Invoice, if any is set at customer' profile //(Customer -> 'Fees' tab), i. e. as it used to be **Sell rate** = Net rate (from supplier) * Exchange rate * Markup or **Sell rate** = Net rate (from supplier) * Exchange rate + HF//. |
- | Markups on customer level have more priority than the general ones from 'Hotel markups'. | + | |
- | To be applied, markup should fit with Product first of all. There are 4 types of products - one per a segment type. | + | One should note that old way of calculation was designed for B2B workflow as it calculated recommended sell price which is buying price for the end customer. |
- | Geographic is optional, the more specific the more prioritized, e.g. a rule made for BKK has more priority than Thailand rule. | + | New scheme fits both B2B and B2C as the agent sell calculation is removed from //inhouse Application// and exists only in www.farewise.dk now. |
- | Amount type and Amount is markup itself. | + | |
- | If no markup rules found, use general markup from Company Settings. | + | ==== Old Net Rates Scheme ==== |
- | Markups on contract level are not used. | + | Net rate (from supplier) * exchange rate * default HC markup (of 25% in most cases) = **Recommended Sell Price** |
+ | //e.g. 100 USD * 7 *1.25 = 875// | ||
+ | then when invoice was made, it took customer discount for particular product (e.g HTL) and customer paid some % less (having commission). | ||
+ | //e.g. 875*0.9 = 787.5 = 790// (rounding) | ||
+ | ==== New Net Rates Scheme ==== | ||
- | ==== Agent Sell (Farewise) ==== | + | Net rate (from supplier) * exchange rate * global or customer specific MU (or HF) (e.g. 12%) = **Agent Net** - the price for our customer |
+ | //e.g. 100 usd * 7 *1.12 = 784// and now it rounds only up to nearest integer, not to 5. | ||
+ | This is final price saved on segment, and it goes to invoice. | ||
+ | |||
+ | The agent sell calculated in www.farewise.dk only now. | ||
+ | |||
+ | ==== Net to Sell Fare Calculation ==== | ||
+ | |||
+ | To be applied, //markup should fit the segment type (product)//. There are 6 types of products: one per a segment type or //all//. | ||
+ | //Geographic is optional//, the more specific the more prioritized, e.g. a rule made for BKK has more priority than Thailand rule. | ||
+ | Amount type and Amount is markup itself. | ||
+ | //Supplier// if empty, it means that the rule is applied to all suppliers. | ||
+ | ==== Agent Sell (www.farewise.dk) ==== | ||
- | In order to get agent sell, settings from farewise are used (set by agent). | + | In order to get agent sell, settings from farewise are used (defined by travel agency). |
- | Agent sell is not stored in the DB, so changed to those settings affect all existing bookings of the agent (agent sell becomes changed). | + | Agent sell is not stored in the DB, so changed to those settings affect all existing bookings of the agent (agent sell becomes changed). [[http://twwiki-new/doku.php/release_notes/farewise/14_11|Read more...]] //(description for Billetkontoret A/S)//. |