Setting the New Optional Extra

With Booking Manager managing your options is easy and you can do it on your own.

1. Finding the Option Type Manager

The Option type manager manager can be found in Setup (1.) > Option types (2.)

2. Entering the New Option Type

Press New (1.) to open a new option and give the Name (2.), set the Price (3.) and the currency (4.) and whether it is paid by booking, week or day (5.).

Next you can set the Tax (6.) for the option if it's different than the tax rate from the Reservation settings and whether the option is obligatory (7.) or not.

Also you can choose if it's Custom quantity (8) 

You can also set the specific sailing (9.) or order (10.) period if it applies.

You can choose Duration (11.) of extra, it can be Any, Daily or Custom and for how many Persons(12.) it applies

When you are done press Save (13.).

3. Customizing the option

Now the option has appeared in the list on the left you can further customize it.

Click on tab Advanced (1.) and you can further customize the availability of the option. It can be valid in specific base (2.), for a specific kind (3.), type (4.) or product (5.).

It can be tied to a specific Equipment item (6.) and you can set Payment preference (7.) to be e.g. default (usually means payable in base) or Payable on invoice.

You can set the unit for the extra (8.) and enter the quantity of the extra if it is a limited item (9.).

It can be set to be valid for multiple yachts (10.), by holding the CTRL key and clicking on yacht names.

When you are done press Save (11.).

4. Translating the option

Now this name of the option can be translated by pressing the flag. After you pressed the flag button a list of flags representing their respective languages will appear. The list consists of 27 languages. The red ones are not translated.

For more details please refer to Translating the Options and Discounts.

Here's how to do it in the Web Application: 

To find the Options Editor, go to Settings (1) - Prices (2) - Options Editor (3)

Same as in the local Booking Manager application, press "+" (1) to open a new option, select the New Option (2) and enter the Name (3), choose the option kind (4) - whether your option will be a fixed amount or a percentage which will be calculated from the base price. If you choose percentage, you can also choose that the percentage is going to be calculated from the discounted price. 

Next you can set the Price (5) and the currency (6) and whether it is paid by booking, week, day, night or hour (7).

You can also set the Tax for the option if it's different than the tax rate from the Reservation settings and whether the option is obligatory (8) or not.

Also you can choose if it's Custom quantity (9) 

You can also set the specific sailing (10) or order (11) period if it applies.

You can choose Duration (12) of extra, it can be Any, Daily or Custom and for how many Persons (13) it applies.

A new feature is that you can now choose the extras to be applied for Adults (14), Children (15) and Seniors (16).

When you are done press Save.

You can also customize your option in the web application. 

Click on the tab Advanced (1). You can further customize the availability of the option. It can be valid in specific base (2), for a specific kind (3), type (4) or product (5). It can be tied to a specific Equipment item (6) and you can set Payment preference (7) to be default (usually means payable in base on arrival) or Payable on invoice. You can set the unit (8) for the extra and enter the available quantity (9) of the extra if it is a limited item. In the Category (10) field, you can enter the name of the category the extra belongs to if needed.

Another important field is the Valid for yachts (11) field. There you can choose for which yachts the extra is going to be applied. You can also set the extra to be valid for certain Sailing areas (12) or Bases (13) and you can also choose if the option is going to include extra options (14).

In the Description tab (1), you're able to add a description to your option type so you can better describe it or if it's for example a Service Pack, you can write what it includes. The description will be visible to agencies below the option type on the Web Application.