Quotes are automatically created with charges populated by the rates engine, based on the seasons, rates, surcharges, and taxes you have entered.
Those are only the default charges, though at any point you can change the charges to override the amount. Maybe you want to add an extra cleaning fee, or subtract a last-minute discount. we'll take you through those scenarios here.
First, here's our starting quote, with Rent and Taxes. To change the quote, click the Change button at the top.
Add an Extra Cleaning Fee
First, click Change to go into the Change Charges mode. On the lower left, click on the +Add Charge button. Users will want to make sure cleaning fees are added above the Tax line item (so it is taxed) but below the Rent line item.
- Users should select the Cleaning Fee from the Item dropdown list.
- The newly added Cleaning Fee will automatically be added at the bottom of the Charges list.
- Users can move the new Cleaning Fee up or down by grabbing the grey "hamburger"
icon and moving the charge to the appropriate place.
- Users can edit the Description, Rate and whether the new Cleaning Fee is taxable.
- Users can delete any of the items by clicking on the trash can
icon.
- Click Save.
The charges have been saved and the quote total is updated. Users can then navigate to the Quote Overview page and can send the guest the quote via the Send Quote button.
Add a Last Minute Discount
We'll start from the quote we created above. Click Change to go into Change Charges mode. This time, we want to add a line item below the Rent line item (so the discount applies to Rent) but above the Extra Cleaning Fee (because we're only discounting Rent, not the cleaning fee).
On the lower left, click on the +Add Charge button.
- Users should select the Other Discount from the Item dropdown list.
- The newly added Other Discount will automatically be added at the bottom of the Charges list.
- Users can move the new discount up or down by grabbing the grey "hamburger"
- Users can edit the Discount, Rate and whether the discount is taxable, in this case a 10% Last Minute Discount for a total discount amount of $90, entered as -90 in the Rate column.
- Users can delete any of the items by clicking on the trash can
- Click Save.
The charges have been saved and the quote total is updated. Users can then navigate to the Quote Overview page and can send the guest the quote via the Send Quote button.
Reset Charges
If at any point, you want to undo your custom changes and go back to the standard rates, users can click on the Charges section of the quote and click on the Reset to Property Rates button. This will recalculate the rates based on the standard rates users have configured.