Difference between revisions of "How do I customise pricing in Booking & Hire?"

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(Created page with "{{PreRelease}} {{Review}} == Summary == The following article explains how to automate and customise pricing in the {{BH}} module. == More Information == Prices in {{BH}} are...")
 
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{{PreRelease}}
 
{{Review}}
 
 
== Summary ==
 
== Summary ==
 
The following article explains how to automate and customise pricing in the {{BH}} module.
 
The following article explains how to automate and customise pricing in the {{BH}} module.
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== More Information ==
 
== More Information ==
 
Prices in {{BH}} are maintained and automated using {{DataPrompt|Price Plans}}.
 
Prices in {{BH}} are maintained and automated using {{DataPrompt|Price Plans}}.
Price plans are assigned to hire items (or hire item types).  
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Price plans can be assigned to hire items or hire item types.
When a hire item is booked or enquired about, the price plan is used to automatically calculate the price.
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When a hire item is booked or enquired about, the price plan is used to calculate the price automatically.
  
 
=== Setup ===
 
=== Setup ===
 
Before you can create a price plan, you must first enter some background information about the business.
 
Before you can create a price plan, you must first enter some background information about the business.
* [[How do I Customise Hire Price Rates?|The periods of time used to calculate booking prices must be defined.]]
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* The [[How do I customise hire price rates?|periods of time]] used to calculate booking prices must be defined.
* If prices for the business fluctuate depending on the time of year, [[How do I Add Seasonality to Hire Prices?|you will need to define the different pricing {{DataPrompt|Seasons}} and define when they occur.]]
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* If prices for the business fluctuate depending on the time of year, you will need to create the different [[How do I add seasonality to hire prices?| pricing {{DataPrompt|Seasons}}]] and define when they occur.
  
 
=== Creating a Price Plan ===
 
=== Creating a Price Plan ===
Once the setup process is complete, you can start [[How do I Create a Hire Price Plan?|creating price plans]].
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Once the setup process is complete, you can start creating  [[How do I create a hire price plan?|price plans]].
  
 
=== Assigning a Price Plan ===
 
=== Assigning a Price Plan ===
Once you have created a price plan, you can [[How do I Assign a Hire Price Plan to a Hire Item?|assign it to a hire item or a hire item type]] so it can be used during a customer booking.
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Once you have created a price plan, you can [[How do I assign a hire price plan to a hire item?|assign]] it to a hire item or a hire item type so it can be used during a customer booking.
  
 
=== Special Offers ===
 
=== Special Offers ===
Occasionally, it might be necessary to offer a [[How do I Create Special Offer Prices in Booking & Hire?|special price]] to book a hire item.
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Occasionally, it might be necessary to offer a [[How do I create special offer prices in Booking & Hire?|special price]] for booking a hire item.
  
 
== See also ==
 
== See also ==
* [[How do I Customise Hire Price Rates?]]
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* [[How do I customise hire price rates?]]
* [[How do I Add Seasonality to Hire Prices?]]
+
* [[How do I add seasonality to hire prices?]]
* [[How do I Create a Hire Price Plan?]]
+
* [[How do I create a hire price plan?]]
* [[How do I Assign a Hire Price Plan to a Hire Item?]]
+
* [[How do I assign a hire price plan to a hire item?]]
* [[How do I Create Special Offer Prices in Booking & Hire?]]
+
* [[How do I create special offer prices in Booking & Hire?]]
* [[How do I Process a Customer Booking?]]
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* [[How do I process a customer booking?]]
* [[How do I Handle a Customer Booking Enquiry?]]
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* [[How do I deal with a customer booking enquiry?]]
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{{KB_Tags|booking, hire, price, pricing, plan, customise}}
 +
{{How}}{{KB_BH}}
  
{{KB_Tags|Booking, Hire, Price, Pricing, Plan, Customise}}
 
{{KB_BH}}
 
 
{{KB_Ref|BH04, BH91, BH92, BH98}}
 
{{KB_Ref|BH04, BH91, BH92, BH98}}

Latest revision as of 05:33, 19 June 2019

Summary

The following article explains how to automate and customise pricing in the Booking and Hire module.

More Information

Prices in Booking and Hire are maintained and automated using "Price Plans". Price plans can be assigned to hire items or hire item types. When a hire item is booked or enquired about, the price plan is used to calculate the price automatically.

Setup

Before you can create a price plan, you must first enter some background information about the business.

  • The periods of time used to calculate booking prices must be defined.
  • If prices for the business fluctuate depending on the time of year, you will need to create the different pricing "Seasons" and define when they occur.

Creating a Price Plan

Once the setup process is complete, you can start creating price plans.

Assigning a Price Plan

Once you have created a price plan, you can assign it to a hire item or a hire item type so it can be used during a customer booking.

Special Offers

Occasionally, it might be necessary to offer a special price for booking a hire item.

See also


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Keywords AND Misspellings
booking, hire, price, pricing, plan, customise
Tags

BH04, BH91, BH92, BH98