Advanced (Cascading) Pricing Rules
Explore how to implement advanced pricing rules in Travelify to optimize your pricing strategies efficiently.
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1. Introduction
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In this tutorial we are going to show you how to set up rules to enable you to have cascading pricing on your searches. For example you can add your commission and also add a credit card booking fee or insurance cost, so the commission would be applied as a percentage add on and the booking fee a fixed monetary amount
2. Within the Applications section select your desired site
First we need to set up your account so that cascading rules can be applied.
Within the Applications section select your desired site to Edit
3. Click "General Settings"
Access the General Settings menu.
4. In Booking Flow scroll down to Stop Pricing Rules on First Match
In Booking Flow scroll down to, Stop Pricing Rules on First Match
5. From the dropdown select "Allow pricing rules to cascade based on priority"
From the dropdown select "Allow pricing rules to cascade based on priority"
6. Click "Save"
Save the changes made.
7. Click "Pricing Rules"
Access the Pricing Rules section.
8. Click "Add"
Initiate the creation of a new pricing rule.
9. Give the rule a recognisable name
Give the rule a recognisable name
10. Fill "Cascading Rule 1"
Fill in "Cascading Rule 1"
11. Leave the Priority set as 1, this will be the first rule that will be applied to any searches
Leave the Priority set as 1, this will be the first pricing rule that will be applied to searches
12. Click here to set it to Percentage
Click here to set it to Percentage
13. Select from the dropdown
Select the Percentage option.
14. Select the amount you wish to add
Select the amount you wish to add
15. Choose whether you wish the rule to apply per booking or per passenger
Choose whether you wish the rule to apply per booking or per passenger
16. Click "Passenger"
Select the Passenger option.
17. Make your selection from the dropdown
Make your selection from the dropdown
18. Fill "Packages"
Check the desired box within Search Type
19. Fill "Packages"
Check the desired box in Product Type
20. As before if you leave Suppliers blank the rule will apply to ALL Suppliers
As before if you leave Suppliers blank the rule will apply to ALL Suppliers
21. Click "Save"
Save the changes made.
22. Click "Proceed"
You can Proceed as you have sufficiently completed the section for a new rule to be applied
23. Click "Add"
Now we need to set up the second rule
24. Again, create a recognisable name
Again, create a recognisable name
25. Fill "Cascading Rule 2"
Type "Cascading Rule 2" in the given field
26. We are going to set this as a Priority 2
We are going to set this as a Priority 2, you will continue to change this number dependent on the number of cascading rules you wish to apply. Each rule will be applied in order on the searches
27. Click here to select either Fixed or Percentage
Click here to select either Fixed or Percentage, we are going to choose Fixed for the second rule, this will mean that on searches a commission of 10% will first be added to the price, Priority 1, and then a fixed amount of £10 per passenger, Priority 2
28. Click "Fixed"
Select the Fixed option.
29. Fill "10"
Select the value you wish to add
30. Choose either per booking or per passenger
Choose either per booking or per passenger
31. Click "Passenger"
Select the Passenger option.
32. Make your selection from the dropdown
Make your selection from the dropdown
33. Fill "Packages"
Check box for desired Search Type
34. Fill "Packages"
Check box for desired Product Type
35. Again, if we leave this blank the rule will apply to ALL Suppliers
Again, if we leave this blank the rule will apply to ALL Suppliers
36. Click "Save"
Save the changes made.
37. Click "Proceed"
You can Proceed as the form has been sufficiently completed for the new rule to be applied
38. You can now see your new Rules have been set up
You can now see your new Rules have been set up
This guide provided a comprehensive walkthrough on implementing cascading pricing rules, setting percentage and fixed pricing, defining search criteria, and managing rules effectively within Travelify for enhanced pricing control. Mastering these steps will empower you to streamline your pricing strategies.
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