Support Center

How to Create, Edit, and Delete Items

Last Updated: Aug 23, 2016 12:55AM EDT
ThinkReservations makes it easy to create and manage items. "Items" in ThinkReservations is a product or service that you wish to sell to your guests or add on to a bill or reservation. You can offer items in the online booking engine so guests can add them to their own bill. You can also add items to a Rate Type for Rate Type room packages. Finally, several items together make up "Packages".

► How to Create an Item
How to Edit an Item
How to Delete an Item
How to Create and Manage Packages
When to use a Package, Item, or Rate Type

 


How to Create an Item


Navigate to Settings ⟶ Items

1.) Click the New button at the top right of your list of existing items in Settings.



2.) Enter the details for the item. Be sure to at least include a Name, Price, and appropriate taxes. Here you can also assign an item to a Revenue Account.

NAME: Name of the item as is displayed online (if upselling) and in your bills.

DESCRIPTIONIf you are upselling this item online, the description you set here will be displayed in the online booking engine after a guest has selected a room.

PRICE: Enter a price fore the item. Do not include characters such as the $ sign and commas.

TAXES: Check the box to indicate that this item needs to have this tax applied to it.

REVENUE ACCOUNT: Specify the revenue account that you would like this item associated with.




3.) If you also want to sell this item online, Check the Upsell to Customers who are making a reservation online box. This will allow a guest to add this item to their bill on their own when making a reservation through the booking engine.

If you are upselling an item, make sure to fill out the DESCRIPTION, as this is what accompanies the item in the online booking engine.

4.) Fill out the UPSELL POLICY as you see fit.

Eligible Room Types: Specify if this item can be purchased with all or a select group of room types.

 Eligible Dates: Specify if this item can be purchased every day of the week, specific days of the week, or during specific time periods.

MINIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the number of nights required for a guest to stay before this item is eligible. Leave blank to indicate no minimum.


MAXIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the maximum number of nights a guest can stay for this item to be eligible. Leave blank to indicate no maximum.

MAXIMUM NUMBER OF ITEMS A GUEST CAN ADD PER ROOM: Enter the maximum quantity a guest is able to add per room. If you indicate a number, a drop-down quantity box will be displayed. Leave blank to indicate a maximum of 1.

NUMBER OF DAYS OF ADVANCE NOTICE NEEDED IN ORDER TO UPSELL THIS ITEM: Enter the number of days of lead time that you would like for this item. This allows for a minimum notice to prepare for certain items.




In the above example, we are upselling the "Couples Massage" item for all rooms, every day of the week. We are requiring a 2 day lead time so we have time to schedule the massage.

5.) When you are done, click the Save button at the bottom.

6.) Upload a small image if upselling this item online. The image will show alongside the description in the online booking engine to help entice guest to purchase. A stock photo will work fine.
  • Click the Photo link to the right of the name of the item.
  • Depending on your Internet browser, click Browse... or  Choose File and select an image from your computer.
  • Click the Save button at the bottom.



Repeat these steps for all other items that you would like to sell or add to a bill at any point.

Now, when you click the  ADD ITEM button on a bill, the drop-down will populate with the additional items. The drop-down will put them in alphabetical order.

If you would like to change the sort order that they are displayed in the online booking engine, contact support so we can reorder them for you.
 


How to Edit an Item

Navigate to Settings ⟶ Items

To edit an existing item, simply click on the name of the item to view and edit it's details.

Edit the details for the item:

NAME: Name of the item as is displayed online (if upselling) and in your bills.

DESCRIPTIONIf you are upselling this item online, the description you set here will be displayed in the online booking engine after a guest has selected a room.

PRICE: Enter a price fore the item. Do not include characters such as the $ sign and commas.

TAXES: Check the box to indicate that this item needs to have this tax applied to it.

REVENUE ACCOUNT: Specify the revenue account that you would like this item associated with.


Sell an item in your ThinkReservations online booking engine

If you also want to sell this item online, Check the Upsell to Customers who are making a reservation online box. This will allow a guest to add this item to their bill on their own when making a reservation through the booking engine.

TIP: If you are upselling an item, make sure to fill out the DESCRIPTION, as this is what accompanies the item in the online booking engine.

Fill out the UPSELL POLICY as you see fit.

Eligible Room Types: Specify if this item can be purchased with all or a select group of room types.

 Eligible Dates: Specify if this item can be purchased every day of the week, specific days of the week, or during specific time periods.

MINIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the number of nights required for a guest to stay before this item is eligible. Leave blank to indicate no minimum.


MAXIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the maximum number of nights a guest can stay for this item to be eligible. Leave blank to indicate no maximum.

MAXIMUM NUMBER OF ITEMS A GUEST CAN ADD PER ROOM: Enter the maximum quantity a guest is able to add per room. If you indicate a number, a drop-down quantity box will be displayed. Leave blank to indicate a maximum of 1.

NUMBER OF DAYS OF ADVANCE NOTICE NEEDED IN ORDER TO UPSELL THIS ITEM: Enter the number of days of lead time that you would like for this item. This allows for a minimum notice to prepare for certain items.




In the above example, we are upselling the "Couples Massage" item for all rooms, every day of the week. We are requiring a 2 day lead time to give the staff time to schedule the massage.

When you are done, click the Save button at the bottom.

To change or upload the photo associated with this item:

Upload a small image if upselling this item online. The image will show alongside the description in the online booking engine to help entice guest to purchase. A stock photo will work fine.
  • Click the Photo link to the right of the name of the item.
  • Depending on your Internet browser, click Browse... or  Choose File and select an image from your computer.
  • Click the Save button at the bottom.



You can see an overview of your items on the Items page in settings.

When you click the  ADD ITEM button on a bill or reservation, the drop-down will populate with the changes you have made, if any, to the items. The drop-down will put them in alphabetical order.

If you would like to change the sort order that they are displayed in the online booking engine, contact support so we can reorder them for you.
   


How to Delete an Item


Navigate to Settings ⟶ Items

You will see a list of your existing Items. Simply click on the row of the item that you would like to delete.

At the bottom of every item is a Delete button. Click the button and confirm that you would like to delete this item.

When you delete an item, your Packages settings will no longer contain that item.
Also, reservations and bills have have had this item already added to them will not be effected.

   
 

When to use a Package, Item, or Rate Type with Items Attached to it


Situation Package Item Rate Type
When to use a Package, Item, or Rate Type?
You have have multiple items in your package but the items are taxed differently.    
You would like to specify a lead time before a package can be added.    
You don't want to change the price /NIGHT that the customer sees when searching for a room.    
You would like the customer to have the ability to add multiple packages to their bill.  
You have one or more items in your package but they are all taxed the same.  
You need to show each line item in the bill for the customer to see.    
You would like to qualify the package with a coupon code.    
You would like to change price of rooms that are associate with the package.    
You need to be able to add an item per day, effectively changing the item quantity based on length of their say.    


   

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