Features
Discount codes are a flexible tool for automating and centralising the management of price reductions for corporate and individual clients. They offer the ability to dynamically recalculate discounts when charges change and are particularly suitable in multi-hotel environments and for companies with multiple branches.
Difference between manual discounts and discount codes:
- Manual discounts, which are applied via the discount template, are activated individually in the folio. Once applied, their value remains fixed and is not recalculated upon subsequent changes to the charges.
- Discount codes are assigned to the folio (manually or automatically) and their value is automatically recalculated each time there is a change in the charges (addition, transfer or cancellation). A folio can contain several active codes, each generating a separate negative charge based on the specified parameters.
Where discount codes are assigned:
- In a folio - Codes are added in the "Charges" section and automatically calculate the corresponding discount.
- In a Corporate Agreement - You can assign one or more codes in the corporate agreement that is associated with the Company. These are automatically transferred to the folio when creating a new folio for that company. Afterwards, if necessary, the codes can be edited or removed within the specific folio.
Behaviour in a multi-hotel environment:
Discount codes can be used with different values and scopes in different hotels within the same subscription.
Example:
Code "LEVEL_1" may give:
- 10% discount on accommodation in one hotel;
- 12% discount on accommodation and food in another.
This ensures precise control over the discount policy according to the individual conditions of each property.
Setup
To create and manage discount codes, go to Setup → All Settings → Charges and Taxes → Discount Codes. Complete the fields:
- Code – unique to the account, cannot be edited after creation;
- Name – besides for description, the name is used for the text of the discount charge;
- Charge Template – the revenue group and category, print texts and additional fields, if any, are retrieved from the template. You can use one template for all codes or create several, depending on your needs.
- Based on revenue groups – indicates on which groups the discount will be applied, including from POS transfers.
Note: If you change the parameters of an existing code (e.g. percentage or scope), all open folios in which it is used will be recalculated automatically.
Applying Discount Codes
To add discount codes to a Folio:
- Open the folio.
- Go to the Charges section → Discount Codes → press the edit button.
- Select the codes (by name), add and save.
The system will generate one or more discount charges, depending on the tax rates of the charges to which the code is applied.
Tip: If the folio contains many charges, the discount charges may not appear immediately – reload the screen after a while.
Adding a code to a Company:
- Open the Company → select Corporate Agreement → "Edit".
- If there is no agreement – create a new one.
- Enter the code and press "Add" after each.
- Save the changes.
- The codes will be transferred to any new folio created for that company.
For more details, see the article Company Contracts.
Important: To add and remove codes from a folio or Corporate Agreement, the user right "Work with Discount Codes" is required.