Insurance: Prices

GP Travel Enterprise allows you to set prices for self-operated services in 2 different ways:

• You can create a tariff first, and then operating within the settings of the tariff, add price-lists, discounts, commission plans and other regulation a particular service requires.

• Alternatively, you can separately create price-lists, set discounts, develop commission plans and then link them to tariffs. Let us have a closer look at each of the steps.

Tariffs Configuration

Tariff means combination of conditions for price offers – e.g. you can have:

• Standard tariff with regular prices and ability to cancel without fees up to 1 day before the check-in date;

• Promotional tariff valid only for certain period with reduced prices, but non-refundable;

• Early booking tariff valid only 60 days in advance;

• etc.

To configure a tariff for a self-operated insurance,

1. On the Self-operated products menu, click Insurance.

2. In the profile of the required insurance, go to the Prices tab.

3. On the Prices tab, in the Tariff group, click Create. The New tariff page appears:

   Open

   

4. On the New tariff page, first specify the tariff description:

   1. Name: enter the name of the tariff.

   2. Contract number: specify the number of contract with supplier related to this tariff.

   3. Hide tariff name from client: select the check box in order to hide the name of the tariff from product customers.

   4. Description for internal use: locate mouse pointer into the box and enter tariff description. The information entered in the filed is not available for customers and is used for internal aims only.

   5. Description: in the text field enter the tariff description. This description will be shown for customers.

5. After you have entered the tariff description, start connecting tariff constituents. Click the respective tab to expand the form. After you fill in all the sections, click Save.

Flexible Check-in Dates

The Flexible check-in dates form helps you establish the period from the service rendering date, when the tariff still will be applied. For example, you set that the tariff is active starting June, 1. You set the flexible check-in period to 3 days. It means that if a tourist searches for insurances and sets that insurance period starts on May, 30, the tariff will still apply to the searched service, since May, 30 is covered by the flexible check-in dates period.

To appoint a flexible check-in dates period, click the bar to expand the form:

Open

From the drop-down, select the required number of days.

Price-Lists

Click the Price-lists bar to expand the form. The following form appears:

To connect a price-list you need to:

• Specify price-lists for working with your suppliers and clients.

• Add corresponding price-lists to the tariff.

To add a price-list, click Add price-list. The Price-lists window appears:

• In case you already have created a price-list, select the required one from the drop-down.

• In case you have not created a price-list previously, select Create price-list from the drop-down. After you click Create price-list, the New price-list window appears:

In the New price list window, the information to be specified is arranged on two tabs:

• General Information

• Prices for insurance

To proceed with a price-list creation,

1. On the General information tab, specify the following information:

   1. Name: type the name of the price list.

   2. Price list is active during: fill in the required information in the table.
      Specifically,

      1. From the Tariff drop-down, select the tariff to connect the price-list to. In case you did not create any tariffs and decided to start with creating other constituent, select the default Standard item.

      2. In the Date from… to… group specify the period of the price-list validity.

      3. In the Min. days and Max. days groups, specify the minimal and the maximal duration of the service to which the price-list will be applied. Thus you can create different price-lists for short-term and long-term trips.

      4. In the Days of the week group, select the days on which the price-list will be applied. For example, you can create different price-lists for week days and week-ends.

      5. To create a copy of the period, click Copy. The identical table line will be created. It may particularly useful in case you create several pricelists with minor differences. It is easier to copy an existing price-list period and make some corrections.

   3. Description: locate mouse pointer onto the text field and enter the price-list description.

2. Click Save and click Prices for insurance to proceed to the next tab.

3. On the Prices for Insurance tab, specify the prices for insurance services.

4. Click Save.

Setting price-lists for customers and suppliers

If you’re going to use only your net price-list (based on your contract with supplier) and add markup for your clients within the settings of your sales channels – then within configuration of your transfer select the option Use the same price-lists for both customer and supplier.

If you want to set separate price-lists for customers and suppliers (not via logic of applying markups, but create absolutely different prices), click Use net pricelists for supplier and gross price-lists for customer. Separate forms for net and gross price-lists appear:

Setting Commission Plans

To connect a commission plan to a tariff,

1. Click Commission plans bar to expand the form:

2. Click Add commission plan. A Commission plans window appears:

   1. In case you have previously created a commission plan, select the required one from the drop-down.

   2. In case you have no commission plans created, select Create commission plan from the drop-down.

3. The Commission plan window appears:

4. On the general Information tab, specify the following data:

   1. Name: enter the name of a commission plan;

   2. Validity period: specify when the commission plan is active - specify the period and the days of the week.

   3. Description: enter the commission plan description.

5. Click Save and go to the Commission tab:

6. Click Edit to switch to editing mode.

7. Fill in the following information:

   1. Currency for commission calculation: in case you prefer to set commission in currency units, not in per cents from the main price, select the required currency from the drop-down.

   2. Commission: specify whether the commission is rendered for accommodation or for service and specify the rates for commission.

   3. Commission for Extra services: specify the commission for Extra services.

8. Click Save.

Connecting Penalties to a Tariff

To connect a penalty plan to a tariff,

1. On the tariff page, click Penalties to expand the form. The following form appears:

2. Click Add. The Penalties window appears:

3. From the Name of the penalty to be applied within the indicated tariff dropdown, select the item of your choice. Specifically,

   1. In case you have previously created a separate penalty plan, select the required one from the drop-down.

   2. In case you create a tariff first and have no penalty plans created, click Create. The New penalty window appears:

4. In the window, specify the following information:

   1. Name: type the name of the penalty plan.

   2. Description: in the text field describe the penalty plan.

   3. Cancellation terms: in the group specify the conditions for penalties application and the cancellation charges:

      1. from the drop-down select the number of days before the check-in date when the penalties are applied.

      2. select whether to calculate penalties in currency units or in per cent from a certain sum.

      3. in case the penalties are calculated in per cents, specify the price from which they are calculated: total price or a price for a particular number of nights/days.
         To add another penalty rule, click Add button .

   4. Penalties are active during: in the group, specify the tariff for which the penalty plan will be applied and the terms of its application.

5. Click Save.

Setting Terms of Use

To connect the terms of use to a tariff,

1. On the Tariff page, click Terms of use to expand the form. The following form appears:

2. Click Add. The Terms of use window appears:

3. In the Terms of use window, specify the list of conditions under which the tariff is applied.
   Specifically,

   1. Early booking more than: specify the period a tourist has to wait before a visa is ready.

   2. Booking occurs at the day of the specified interval: the tariff applies if a customer applies for a visa the duration of which is covered by the specified period.

   3. Check in occurs with the specified interval: the tariff applies only in case check in occurs within the period you specify.

   4. Reservation dates covers at least one day from the specified interval: the tariff applies only if at least one day of the reservation period is covered by the specified period.
      You can link the tariff to one, several or all specified conditions. In the latter case the tariff is applied only if all the conditions are observed.

4. Click Save.

Setting Discounts

To connect a discount to a tariff,

1. On the Tariff page, click Discounts to expand the form. The following form appears:

2. Click Add. The Discounts window appears:

3. In the Discounts window, from the Add drop-down, select the item of your choice.
   Specifically,

   1. In case you have previously created a separate discount, select the required one from the drop-down.

   2. In case you create a tariff first, click Create discount. The New discount window appears:

4. In the New discount window, specify the following information:

   1. Name: locate mouse pointer into the box and type the name of the discount plan.

   2. Discount: specify the amount of the discount. From the drop-down, select whether to calculate the discount in per cents or in currency units. Then locate mouse pointer into the box and type the value itself.

   3. Insurance type: specify for which insurance types the discount will be applied.

      1. Click Available services and then Add services. The Trips window appears:

      2. Select the insurance types on which to apply the discount.

      3. Click Apply.

   4. Tourists restrictions: specify whether the discount is applied for all tourists or for tourist groups of certain number of people.

5. Click Save.

You can add any number of discounts to the tariff. Note that In this case the effective periods of different discounts can overlap. For this purpose you need to specify whether all discounts, only one discount or the best discount should be applied:

Setting Tags

Every new product or tariff has a “public” tag by default. This means that they are available for search and booking for all customers.

However, you can create additional tags. In this case, if a products or a tariff contains at least one additional tag along with the “public” tag, the conditions of the additional tag are applied to them.

For instance, if you add the “private” tag to the product, it is only displayed in search results for the customers that have access to the “private” products according to the contract. This means that the customer contract must contain either the “private” tag, or several tags, including the mentioned above, for example: the "public" and "private" tags. The product is unavailable for customers if the “private” tag is not included in their tag list.