Inclusions
Put meals and extras inside a rate plan's price, and set up package plans with a price for the whole stay.
An inclusion is something the price already covers: breakfast, a boat transfer, a diving trip. The guest sees one price. Estatell moves part of that price to the charge item of each inclusion, so your reports show revenue by department. The price does not change.
Inclusions with a meal period also tell the kitchen how many meals to make. See Meals.
Every plan can have inclusions. A package is a plan whose price covers a whole stay, usually with inclusions.
Before you start
- Permission: Manage property settings. Owners and managers have it by default.
- Set up the charge items first. Each inclusion posts to one. See Charge items.
- For meals, set up the meal periods. See Meals.
Steps
- Open Settings, then Rate plans, and select the plan.
- Select the Inclusions tab.
- Select Add inclusion.
- Choose the Charge item. Estatell fills in Charged and the Amount.
- For a meal, choose the Meal period. Estatell fills in Starts and Ends.
- Check Charged, Quantity and Amount.
- Check Starts and Ends.
- Use the arrows to move a row. Use the bin to remove it.
- Select Save inclusions.
| # | Field | What to enter |
|---|---|---|
| 1 | Charge item | Where the amount is posted. An inactive item cannot be chosen unless the plan already uses it. |
| 2 | Meal period | Optional. No meal for anything that is not a meal. |
| 3 | Charged | How often the amount counts. See the table below. |
| 4 | Quantity | From 1 to 99. |
| 5 | Amount | The amount moved off the room price for one unit. |
| 6 | Starts | Arrival day or Day after arrival. |
| 7 | Ends | Departure day or Night before departure. |
| Charged | Counts for | Posts |
|---|---|---|
| Per night | The room | Every night |
| Per guest-night | Each guest | Every night |
| Per stay | The room | Once, on the first night |
| Per item | One item | Once, on the first night |
| Per guest | Each guest | Once, on the first night |
Starts and Ends set the meals the kitchen prepares. They do not change which nights post. For example, breakfast Day after arrival to Departure day gives a breakfast for each morning of the stay.
An inclusion takes money off the room price, not on top of it. The night's price must be at least what its inclusions post. Otherwise Estatell refuses the booking and says the rate is below the inclusions.
Worked example: Half Board
Half Board on a Garden Room costs RM350 on a weekday for 2 guests. Its inclusions are breakfast at RM20 and dinner at RM50, both Per guest-night.
| Line | Amount |
|---|---|
| Breakfast: 20 × 2 guests | RM40 |
| Dinner: 50 × 2 guests | RM100 |
| Room (what is left) | RM210 |
| Guest pays | RM350 |
Package plans
A package sells a fixed number of nights for one price, set by arrival date. Choose Package when you create the plan. See Create a rate plan. Set the stay prices on the Pricing rules tab.
The Inclusions tab of a package holds what the stay includes.
Worked example: Dive Package
Dive Package is 3 nights, charged per guest. A Garden Room costs RM750 for each adult. Meals are RM100 for each guest-night (breakfast 20, lunch 30, dinner 50). The diving trip is Per guest, quantity 2, RM180.
2 adults arrive and stay 3 nights.
| Part | Calculation | Amount |
|---|---|---|
| Package price | 2 × 750 | RM1,500 |
| Meals | 100 × 2 guests × 3 nights | RM600 |
| Diving trips | 180 × 2 trips × 2 guests | RM720 |
| Room (what is left) | 1,500 − 600 − 720 | RM180 |
Estatell does not split the price evenly. The diving trips post once, on the first night, so each night covers what it posts:
| Night | Meals | Diving | Room | Night total |
|---|---|---|---|---|
| 1 | RM200 | RM720 | RM60 | RM980 |
| 2 | RM200 | RM60 | RM260 | |
| 3 | RM200 | RM60 | RM260 | |
| Stay | RM1,500 |
A child aged 8 at 50 percent adds RM375, for RM1,875. Child prices come from the Children tab. On a package, a Fixed amount child price is for the whole stay.
Special cases
| Situation | What happens | What to do |
|---|---|---|
| A package price is lower than its inclusions | "The package price is less than its inclusions." Estatell refuses the quote. | Raise the price or lower the inclusions. |
| A nightly plan's price is lower than a night's inclusions | Estatell refuses the booking for that date. For example RM200 a night with a RM300 transfer Per stay. | Raise the price for that date, or lower the inclusion. |
| There are no charge items | Add inclusion is grey. "Add a charge item first. Inclusions post to charge items." | Add one in Charge items. |
| You rename a meal period | Estatell cannot match its default times. Starts and Ends become Arrival day and Departure day. | Check both fields. |
| You change the inclusions | Existing bookings keep their amounts. New quotes use the new inclusions. | Nothing. |
| You change a package's price | Existing bookings keep their amounts. | Nothing. |
| A guest leaves early | The property's early departure policy decides the charge. See Room revenue. | Nothing. |
| A package follows another package | It has its own inclusions and arrival days. The nights and charge are copied from the parent. | Set its inclusions on its own tab. |
| An inclusion's charge item or meal period was deleted | It cannot be deleted while a plan uses it. | Remove the inclusion first. |
| A package has no price for the arrival date | The booking is refused. | Add a period on Pricing rules. |