In this article
To edit the Package Offer Card from the Role Center
Actions on the Package Offer card
Required additional status setup
Package offers is a mechanism to bundle together one or more Activity products with retail or hospitality items.
The package can be assigned a price in whole although each package component can be assigned a price ratio of the total price. This allows the package to be reserved in a group reservation as a single Activity product, and be assigned a price or a discount as a single product as well. This makes it easier to work with packages in group reservations, but in the Activity reservation the package product will be expanded to multiple lines (like a bill of material), where each component will be issued an Activity line, and the associated retail and hospitality items will be included as additional charges.
The second aspect of the package offers is that the availability of the package is the least (lowest) availability of any of the included activity products.
The third aspect is the possibility to assign retail and hospitality components as allowance. This means that the allowance items can be invoiced (or finalized at the POS) prior or after the actual consumption, and the revenue of the allowance products is posted at the correct revenue location, at the price it was issued and reserved.
Note: The package header will always create an activity product, which is then used to present and assign the package in reservations and to work within the activity module like any other activity product.
To edit the Package Offer Card from the Role Center
- Click the Package Offers action in the top navigation pane.
- Click an entry in the list to display the Package Offer card.
The table below lists and describes the fields on the Package Offer card's General FastTab:
| Field | Description |
|---|---|
| Code | This field should be assigned a unique code for reference to the package offer. If Package No. Series is set in the activity setup, this field is automatically populated by the next sequence number from that series. Note: An activity product of type Package will also be created using the same code and description. |
| Description | The general description of the package and product. |
| Activity Type | The package must be assigned a specific activity type. Note: The activity product components are not restricted to this activity type. |
| Price Method | This controls how the price will be retrieved.
|
| Price per Person | This specifies if the price of the package is per person (and not per quantity). This means that in Group Reservations, every person assigned on the group line will get their own reservation. Note: All activity products in the package offer must have the same setting of price per person as the package offer header determines. |
| Posting Item | The retail item used as "temporary" item. This retail item will not be used for any financial postings. |
| Interval Type | The intervals used when presenting availability of the product. |
| Status | The package offer can have status Draft, Active, or Discontinued. It is only possible to edit the details of the package when it is in draft, and only possible to sell the package when it is active. |
| Package Receipt Printing | Specifies how the package is presented on the POS receipt. It can either be shown as a single line with a single price, or showing all components and component pricing. Note: On a standard invoice the package is shown as a header line with component pricing. |
Note: The package header/product can be assigned resource requirements, if needed. For example, if the user wants to limit the number of sold packages. However, the lowest availability of any component activity product will always decide the availability of the package offer.
Note: When assigning package offers to an activity reservation in the Reservation card, the package components are expanded to individual lines at the point when the user sets the selected time for the header/package line. The user will only be able to change price, discounts, and time by changing the package header product line, and not the component lines. Any hospitality or retail items assigned to the package will be assigned to the related package header's Additional Charges section in the Reservation card.
The table below lists and describes the fields in the Package Offer card's Package Offer Lines FastTab:
| Field | Description |
|---|---|
| Type | The component lines can be set as Item, Activity Product, Deal, or Selection. The Selection type lets the user include multiple retail and hospitality items as selection from a predefined set of items, although in the end, only one item is selected from the list to be included as the customer's choice. The Infocode selection setup is used to determine which items are part of the available selection. The infocode mechanism is only used for the purpose of setting the items list to choose from at the POS. Deals and infocode selections must always be allowances. |
| No. | The ID or number of the product, activity product, or infocode selection menu, depending on the Type setting. Note: Class and course activity products are not supported in package offers. |
| Description | The description according to the selected No.. |
| Quantity | The quantity of the related item or activity product to be included as a component of the package. |
| Unit of Measure | The unit of measure of the related item to be included as component of the package. |
| Cost Price | The estimated cost price of the component. For retail items, this field is populated by the current cost price of the item, but for selections and activity products, this is user entered value for reference purposes only. |
| Pricing Type | Each component line is set to have a price, which is either a predefined ratio of the total price of the package or a fixed price. Note: The last line in the package offer must have the pricing type set to Ratio. The last line will always be used to adjust the total package price, that is rounding leftovers will be added to the last line in the package offer. |
| Fixed Price | Only used if the pricing type is set to Fixed Price, and then indicates the price of the component line within the package offer. |
| Price Ratio % | When a component line is set to have a price which is a predefined ratio of the total price of the package. So if the package price is changed or discounts are given, the component will receive the portion of the total price as set by this ratio percentage. The sum of the ratio values in the component lines always have to match the total sum of 100%, since otherwise the package offer cannot be activated. Only set if the pricing type is Ratio. |
| Location Type | Only required if there is need to limit where the component product can be consumed or reserved. For retail and hospitality items, this would be based on the store or restaurant, but for activity products it is the activity location. |
| Location | See the Location Type information. Note: This field is not mandatory and can be left blank for no restrictions on consumption location. |
| Allowance | Determines if the component should be charged normally (either through the POS or an invoice), or if the revenue should go through an allowance process. If the allowance is selected, the user must also set the allowance posting method, that is which item or account will be used for receiving the revenue temporarily, until (or after) the consumption and revenue is posted to the actual retail or hospitality item being consumed. |
| Allowance Posting Type | Determines what type of "temporary" account should be used for the deferred revenue posting. The options are either to post directly to an Income/Expense Account or to use an Item for the deferred revenue posting transactions. |
| Allowance Posting | The actual item or account which will post the allowance deferred revenue transactions. |
Actions on the Package Offer card
| Action | Description |
|---|---|
| Product Card | Opens the Activity Product Card which is the basis for the package offer and has the same Code as product reference. Multiple fields in this card are synchronized with identical settings on the Package Offer card, that is the activity type, the pricing method, default price, interval type, description, posting item, and status. |
| Package Components | When the package offer is activated, the system will automatically generate the Package component entries, which basically define what activities are included in the offer based on the offer lines. This is the same setup as the Component section or page on the Activity Product itself. Here the user can determine in more detail at what time the activities are created in relation to the base time set by the package, and what information from the package or other components should be assigned to each activity, mostly related to the final resource selection. See the Activity Product Components for more detail. |
| Pricing and Discounts | Here the user can access the activity pricing on the package offer, which is the same setup as on the related Activity package product. All the same possibilities apply as to any other activity product. See the related online help on Activity Product Pricing. |
Note: No additional discounts or price changes can be entered on package offer component lines at the POS journal.
Required additional status setup
On the Status setup for confirming, the Allowance Handling must be set to create package allowances, and canceling activity must cancel the related issued package allowances.