Discounts

Functional capabilities

Pre-configured discounts are a flexible tool for automating and centralising the management of price reductions for corporate and individual clients. They allow for the application of various discount types – such as special corporate terms, discounts for marketing or promotional purposes, and others – without the need for manual intervention. The system supports dynamic recalculation of discounts when charges change. The functionality is particularly suitable for operation in a multi-hotel environment and for companies with multiple branches.

Difference between manual discounts and Pre-configured discounts:

• Manual discounts, which are applied via the Manual Discount function, are activated individually in the folio. Once applied, their value remains fixed and is not recalculated upon subsequent changes to charges.
• Pre-configured discounts are assigned to the folio (manually or automatically) and their value is automatically recalculated every time there is a change in charges (addition, transfer, or cancellation). A single folio can contain multiple discounts, each generating a separate negative charge based on the set parameters.

Where and how discounts are set:

• In a Folio - discounts are selected in the "Charges" section and automatically add corresponding negative charges.
• In a Booking - discounts are set via their Code; the codes are transferred to the booking's folios upon their creation and activate the respective discounts.
• In a Guest / Rooming List – when creating group bookings, you can set the discount code, which is automatically saved to each booking in the group. This way, all bookings receive a discount upon creation.
• In Events/Groups - discount codes can be set in the Event; these are inherited by its folios and automatically apply the relevant discounts.
• In a Company Contract - you can set one or more discount codes in the Company Contract associated with the Company. These are automatically transferred to the Company's folios upon their creation. 

Behaviour in a multi-hotel environment:

Using a single Discount Code, you can configure Discounts with different values and scopes across various hotels within a single subscription.

This ensures precise control over the discount policy according to the individual conditions of each property.

Setup

To create and manage Discounts, go to Settings → All Settings → Charges and Taxes → Discounts. Fill in the fields:

• Code – unique to the account, cannot be edited after creation used for the discount activation;
• Name – in addition to description, the name is used for the discount charge text;
• Charge Template – the revenue group and category, print texts, and any additional fields are pulled from the template. You can use one template for all codes or create several, depending on your needs. If you leave the field blank, the general discount template set in Charges & Taxes -> Discount Template will be used.
• By Days - select whether the discount should be applied separately for each day of the period. If this option is not enabled, the discount will be applied as a one-time charge, dated the same as the last (most recent) charge it applies to.
• Based on Revenue Group – specifies which groups the discount applies to, including POS transfers.

Multi-Hotel Discount Management

To effectively manage discounts across your entire chain of Hotels and Restaurants, a special screen is available that provides a centralised overview of all accounts. Through it, you can easily identify configuration issues and also easily distribute a discount to all hotels by Copying. To access the screen, select Settings → All Settings → Charges and Taxes → Discounts→All Accounts.

To add a new Discount, first create its Code;

• Select the "+" button and enter the code;
• When it appears in the list, on the line of that code, click on the cell of the account where you want to create the discount;
• From the context menu, select "Create";
• Fill in the settings as described above and save;

To copy an existing Discount from another account:

• Click on the cell of the account from which you want to copy the settings and select "Copy" from the context menu;
• Next, on the line of the code you want to link it to, click in the target cell (the account where you want to create the discount);
• Select "Paste" from the menu;
• A form will open with settings already populated from the original account. You can adjust them if necessary and then save.
• The cell with the currently copied value will be highlighted in yellow, and you can continue pasting it into other accounts in the same way.

To edit an existing Discount:

• Click on the cell of the relevant account and select "Edit" ;
• Make the necessary corrections and save;

You can change all settings except the Code itself. If you need to correct the code, open the discount for editing and delete it. Then create a new one with the correct code.