Myvrzone setting up quoting
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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 setting up your system. Setting up Quoting – how it works. Single and Multiple Properties. Single Property.

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MyVRZone – Setting up Quoting

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Myvrzone setting up quoting

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 setting up your system.


Setting up quoting how it works

Setting up Quoting – how it works

Single and Multiple Properties


Single property

Single Property

List of accommodation taxes and their rates.

Taxes List

Property 1

Choose Taxes

List of available options and applicable taxes.

Choose Options

Options List

Choose Rates

Choose Dates

Accommodation and option rates.

Rates List

Seasonal date ranges & options included by default.

The lists must be set up first and then assigned to each Property.

Dates List


Multiple properties where everyt hing is the same

Multiple Properties Where everything is the same

Taxes List

Re-use the lists already defined.

Property 1

Choose Taxes

Choose Options

Options List

This would be typical for properties of the same type and size in the same location or destination

Choose Rates

Choose Dates

Property 2

Rates List

Choose Taxes

Choose Options

Choose Rates

Dates List

Choose Dates


Multiple properties where the rates and available options are different

Multiple PropertiesWhere the rates and available options are different

Taxes List

Re-use the lists already defined for Taxes and Dates and create new ones for Options and Rates.

Property 1

Choose Taxes

Choose Options

Options Sheet

Options List

Choose Rates

Choose Dates

This would be typical for different types or sizes of properties in the same location or destination

Property 2

Rate Sheet

Rates List

Choose Taxes

Choose Options

Choose Rates

Dates List

Choose Dates


Multiple properties where everything is different

Multiple PropertiesWhere everything is different

Tax Sheet

Tax Sheet

Create new lists for each property.

Property 1

Choose Taxes

Choose Options

Options Sheet

This would be typical for different types or sizes of properties in different locations or destinations.

Options Sheet

Choose Rates

Choose Dates

Property 2

Rate Sheet

Rate Sheet

Choose Taxes

Choose Options

Create as many lists as needed and choose any one for any property.

Choose Rates

Date Sheet

Date Sheet

Choose Dates


Setting up the lists

Setting up the Lists

For assigning to one or more Properties


Starting webpage screenshot login and go to the setup main quote tab

Starting webpage - ScreenshotLogin and go to the “Setup>Main >> Quote” tab

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Setting up taxes tax lists

Setting up TaxesTax Lists

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.

All Taxes

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.

  • 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.


Setting up taxes screenshot tax lists

Setting up Taxes - ScreenshotTax Lists

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All Taxes

Taxes List

2


Setting up options options lists

Setting up OptionsOptions Lists

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

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.

All Options

Options List

  • 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.


Setting up options screenshot options lists

Setting up Options - ScreenshotOptions Lists

1

All Options

Options List

2


Setting up option rates option rates lists

Setting up Option RatesOption Rates Lists

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

Option Rates List

Rates List

Option Rates Lists are selected later when setting up a Rates List for each season of each year.


Setting up option rates screenshot option rates lists

Setting up Option Rates - ScreenshotOption Rates Lists

Option Rates List

From the All Options tab


Setting up option includes o ption include lists

Setting up Option IncludesOption Include Lists

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.

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.

All Options

Option Includes List

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.


Setting up option includes screenshot o ption include lists

Setting up Option Includes - ScreenshotOption Include Lists

Option Includes List

From the All Options tab


Setting up seasons

Setting up 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.

Rates List

Seasons are assigned to date ranges in a Dates List and given rates for each calendar year in a Rates List.

Seasons

Dates List


Setting up seasons screenshot

Setting up Seasons - Screenshot

Seasons


Setting up dates dates lists

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.

Setting up DatesDates Lists

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.

Option Includes List

Seasons

Dates List


Setting up dates screenshot dates lists

Setting up Dates - ScreenshotDates Lists

From the Seasons tab

Dates List

From the Option Includes tab


Setting up rates rates list

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.

Setting up RatesRates List

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.

All Options

Option Rates List

Rates List

Seasons


Setting up rates screenshot rates list

Setting up Rates - ScreenshotRates List

For each year

Rates List

From the Options Rates List tab

From the Seasons tab


Assigning lists to each property

Assigning lists to each Property

After setting up the lists


Starting webpage screenshot setup main property quote tab

Starting webpage - ScreenshotSetup>Main >> Property>Quote tab

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Simply choose from the drop-down lists

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What is relevant to your setup

What is relevant to your setup

For Single Properties


Relevant quote setup single property no options no taxes

Relevant Quote SetupSingle Property – no options, no taxes

All Taxes

Taxes List

All Options

Options List

Option Rates List

Option Includes List

Rates List

Just set up Seasons, Rates and Dates

Seasons

Dates List


Relevant quote setup single property no options with taxes

Relevant Quote SetupSingle Property – no options, with taxes

All Taxes

Taxes List

Just set up Taxes, Seasons, Rates and Dates

All Options

Options List

Option Rates List

Option Includes List

Rates List

Seasons

Dates List


Relevant quote setup single property with options and taxes

Relevant Quote SetupSingle Property – with options and taxes

All Taxes

Taxes List

Taxes List

Could have multiple Taxes Lists if some options have different taxes applied to them.

All Options

Options List

Option Rates List

Option Rates List

Could have multiple Option Rates Lists if some options change rates over the year.

Option Includes List

Rates List

Could have multiple Option Includes Lists if options that get included by default change over the year.

Option Includes List

Seasons

Dates List


What is relevant to your setup1

What is relevant to your setup

For Multiple Properties


Relevant quote setup multiple properties with no options or taxes

Relevant Quote SetupMultiple Properties – with no options or taxes

All Taxes

Taxes List

Just set up Seasons, Rates and Dates

All Options

Options List

Option Rates List

Option Includes List

Rates List

Rates List

Could have multiple Rates Lists if some properties have different seasonal rates.

Seasons

Dates List

Could have multiple Dates Lists if some properties are in different destinations.

Dates List


Relevant quote setup multiple properties with no options and with taxes

Relevant Quote SetupMultiple Properties – with no options and with taxes

All Taxes

Taxes List

Just set up Taxes, Seasons, Rates and Dates

Taxes 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.

All Options

Options List

Option Rates List

Option Includes List

Rates List

Rates List

Could have multiple Rates Lists if some properties have different seasonal rates.

Seasons

Dates List

Could have multiple Dates Lists if some properties are in different destinations.

Dates List


Relevant quote setup multiple properties with options and taxes

Relevant Quote SetupMultiple Properties – with options and taxes

Could have multiple Taxes Lists if some options have different taxes applied to them or if the properties are in different tax districts/areas.

All Taxes

Taxes List

Taxes List

Could have multiple Options Lists if some properties have different options available or if they are in different tax districts/areas.

All Options

Options List

Options List

Option Rates List

Could have multiple Option Rates Lists if some options change rates over the year.

Option Rates List

Could have multiple Option Includes Lists if options that get included by default change over the year.

Option Includes List

Rates List

Option Includes List

Rates List

Could have multiple Rates Lists if some properties have different seasonal rates or they have a different size, aspect, location, quality

Seasons

Dates List

Dates List

Could have multiple Dates Lists if some properties are in different destinations.


Thank you

Thank you

Find more help at:

myvrzone.com/info

[email protected]

Please let us know about any improvements this presentation requires


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