MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to...
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Transcript of MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to...
![Page 1: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/1.jpg)
MyVRZone – Setting up QuotingYou will learn…
How Quoting worksWhat you need to defineHow to set up one or multiple properties
… use this as you are setting up your system.
![Page 2: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/2.jpg)
Setting up Quoting – how it worksSingle and Multiple Properties
![Page 3: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/3.jpg)
Single Property
Property 1
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Taxes List
Options List
Rates List
Dates List
List of accommodation taxes and their rates.
List of available options and applicable taxes.
Accommodation and option rates.
Seasonal date ranges & options included by default.
The lists must be set up first and then assigned to each Property.
![Page 4: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/4.jpg)
Property 1
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Multiple Properties Where everything is the same
Taxes List
Options List
Dates List
Rates List
Property 2
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Re-use the lists already defined.
This would be typical for properties of the same type and size in the same location or destination
![Page 5: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/5.jpg)
Multiple PropertiesWhere the rates and available options are different
Taxes List
Options Sheet
Dates List
Rate Sheet
Property 1
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Property 2
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Rates List
Options List
Re-use the lists already defined for Taxes and Dates and create new ones for Options and Rates.
This would be typical for different types or sizes of properties in the same location or destination
![Page 6: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/6.jpg)
Multiple PropertiesWhere everything is different
Tax Sheet
Options Sheet
Date Sheet
Rate Sheet
Property 1
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Property 2
Choose Taxes
Choose Options
Choose Rates
Choose Dates
Rate Sheet
Options Sheet
Tax Sheet
Date Sheet
This would be typical for different types or sizes of properties in different locations or destinations.
Create new lists for each property.
Create as many lists as needed and choose any one for any property.
![Page 7: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/7.jpg)
Setting up the ListsFor assigning to one or more Properties
![Page 8: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/8.jpg)
Starting webpage - ScreenshotLogin and go to the “Setup>Main >> Quote” tab
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![Page 9: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/9.jpg)
Setting up TaxesTax Lists
All Taxes
All possible taxes.If you have multiple properties with
different taxes then add them ALL here.
These are just the names of the taxes, eg:• Sales• Occupancy
If you have no taxes then leave this blank.
Taxes List
Active taxes and rates.Thinking about your property, choose the tax name(s) that apply for your accommodation
rates and set the rates.
If you have optional items that have different taxes and/or rates then define another Taxes List for them and name it something distinct.
If you have multiple properties with different tax rates or combinations of taxes then
create multiple Taxes Lists for them here and name them something distinct.
If your taxes change over time (eg. a tax increase next Dec 31st) then that schedule should be set for each Taxes List here and
used in your quotes automatically.
Groups of taxes can be applied to the accommodation amounts and each option separately. This is because some locations/destinations charge certain taxes on accommodation but not on expense items like Pool Heating.
![Page 10: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/10.jpg)
Setting up Taxes - ScreenshotTax Lists
All Taxes Taxes List
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![Page 11: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/11.jpg)
Setting up OptionsOptions Lists
All Options
All possible options.If you have multiple properties with
different options then add them all here.
These are just the names of the options, eg:• Pool Heat• Cleaning Fee
If you have no options then leave this blank.
Options List
Options List.Thinking about your property, choose
the set of options (from All Options) that are available here. In addition, set the Taxes List that applies to each option
here.
If you have multiple properties with different available options then create
multiple Options Lists here. Don’t create multiple options if the rates are different
– the rates are set next.
Groups of available options are assigned to each property.
An “Option” can be mandatory (eg Cleaning Fee) or selectable by the guest (eg Pool Heat)
Taxes List
![Page 12: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/12.jpg)
Setting up Options - ScreenshotOptions Lists
All Options
Options List
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Setting up Option RatesOption Rates Lists
Option Rates List
Option Rates List.Thinking about your property, choose
options that are available (from the list of All Options) and assign a rate to it.
The rate can be a fixed amount, a nightly/weekly rate or a percentage of
the total rates.
If you have options that change in value over the year or with different
properties then create multiple Option Rates Lists here and name them
something distinct.
All Options
Rates ListOption Rates Lists are selected later when setting up a Rates List for each season of each year.
![Page 14: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/14.jpg)
Setting up Option Rates - ScreenshotOption Rates Lists
Option Rates List
From the All Options tab
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Setting up Option IncludesOption Include Lists
Option Includes
List
Option Include List.From the list of All Options, choose which
should be included by default in any quotation that the system creates - these can be changed manually before sending.
If you change what is included by default over the year then create multiple Lists
here.
You may want to include different options by default at different times of the year. For example, only include Pool Heat during the winter months.
All Options
Dates List An Option Include List defines which options should be included by default and it gets selected later per date range in a Dates List.
![Page 16: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/16.jpg)
Setting up Option Includes - ScreenshotOption Include Lists
Option Includes
List
From the All Options tab
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Setting up Seasons
Seasons are assigned to date ranges in a Dates List and given rates for each calendar year in a Rates List.
Seasons
Seasons.Define all season names used here (Low, Mid, High, Holiday are added by default
but you can edit them).
If you have multiple properties that have (some) different seasons then define ALL of them here – you will select from this list later. It’s OK (and recommended) to have the same season names for each
property.
Dates List
Rates List
![Page 18: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/18.jpg)
Setting up Seasons - Screenshot
Seasons
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Setting up DatesDates Lists
Dates List
Dates.Define the seasonal date ranges here:
Choose a start and end date and assign a Season. Optionally choose an Option
Include List for the dates too.
If you have multiple properties with different seasonal date ranges then create
multiple Lists here.
Dates Lists define your seasonal date ranges – the dates for Low, Mid and High season, for example.
In addition, you may want to include different options by default at different times. For example, only include Pool Heat during the winter months.
Option Includes
List
Seasons
![Page 20: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/20.jpg)
Setting up Dates - ScreenshotDates Lists
Dates List
From the Seasons tab
From the Option Includes tab
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Setting up RatesRates List
Rates List
All Options
Option Rates List
Seasons
Rates Lists define the accommodation and option rates for a property. Rates are set for each season in each year.
When quoting, the system determines the rates from the year of the arrival date and the season(s) that the dates span.
Rates List.Set Monthly, Weekly, Weekday and/or
Weekend accommodation rates for each Season in each year. At the same time,
choose the Option Rates List that should apply for any chosen options.
If you have multiple properties with different rates then add multiple lists
here and name them distinctly.
![Page 22: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/22.jpg)
Setting up Rates - ScreenshotRates List
Rates List
From the Seasons tab
From the Options Rates List tab
For each year
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Assigning lists to each PropertyAfter setting up the lists
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Starting webpage - ScreenshotSetup>Main >> Property>Quote tab
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3 4Simply choose from the drop-down lists
![Page 25: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/25.jpg)
What is relevant to your setupFor Single Properties
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Relevant Quote SetupSingle Property – no options, no taxes
All Options
All Taxes
Option Includes
List
Option Rates List
Seasons
Taxes List
Dates List
Options List
Rates ListJust set up Seasons, Rates
and Dates
![Page 27: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/27.jpg)
Relevant Quote SetupSingle Property – no options, with taxes
All Options
All Taxes
Option Includes
List
Option Rates List
Seasons
Taxes List
Dates List
Options List
Rates List
Just set up Taxes, Seasons, Rates and Dates
![Page 28: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/28.jpg)
Relevant Quote SetupSingle Property – with options and taxes
All Options
All Taxes
Option Includes
List
Option Rates List
Seasons
Taxes List
Dates List
Options List
Rates List
Could have multiple Taxes Lists if some options have different taxes applied to them.
Could have multiple Option Rates Lists if some options change rates over the year.
Could have multiple Option Includes Lists if options that get included by default change over the year.
Taxes List
Option Rates List
Option Includes
List
![Page 29: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/29.jpg)
What is relevant to your setupFor Multiple Properties
![Page 30: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/30.jpg)
Relevant Quote SetupMultiple Properties – with no options or taxes
All Options
All Taxes
Option Includes
List
Option Rates List
Seasons
Taxes List
Dates List
Options List
Rates List Could have multiple Rates Lists if some properties have different seasonal rates.
Could have multiple Dates Lists if some properties are in different destinations.
Rates List
Dates List
Just set up Seasons, Rates and Dates
![Page 31: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/31.jpg)
Relevant Quote SetupMultiple Properties – with no options and with taxes
All Options
All Taxes
Option Includes
List
Option Rates List
Seasons
Taxes List
Dates List
Options List
Rates List
Taxes List
Could have multiple Rates Lists if some properties have different seasonal rates.
Could have multiple Dates Lists if some properties are in different destinations.
Rates List
Dates List
Could have multiple Taxes Lists if some options have different taxes applied to them or if the properties are in different tax districts/areas.
Just set up Taxes, Seasons, Rates and Dates
![Page 32: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/32.jpg)
Relevant Quote SetupMultiple Properties – with options and taxes
All Options
All Taxes
Option Includes
List
Option Rates List
Seasons
Taxes List
Dates List
Options List
Rates ListOption Includes
List
Option Rates List
Taxes List
Could have multiple Rates Lists if some properties have different seasonal rates or they have a different size, aspect, location, quality
Could have multiple Dates Lists if some properties are in different destinations.
Rates List
Dates List
Could have multiple Taxes Lists if some options have different taxes applied to them or if the properties are in different tax districts/areas.
Options List
Could have multiple Options Lists if some properties have different options available or if they are in different tax districts/areas.
Could have multiple Option Rates Lists if some options change rates over the year.
Could have multiple Option Includes Lists if options that get included by default change over the year.
![Page 33: MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are.](https://reader037.fdocuments.net/reader037/viewer/2022110403/56649e715503460f94b70390/html5/thumbnails/33.jpg)
Thank youFind more help at:myvrzone.com/[email protected]
Please let us know about any improvements this presentation requires