Support Center

How to Create, Edit, and Delete Items

Last Updated: May 22, 2018 09:25AM EDT
ThinkReservations makes it easy to create and manage items. "Items" in ThinkReservations refer to any product, service, or fee that may be added to a bill or reservation. You can choose to offer Items through the online booking engine so guests can add them to their own reservation. You can also add Items to a Rate Type for Room Package Rate. Finally, several Items can be bundled together to create a "Package".

► 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 located at the top right of your list of existing Items in Settings.



2) Enter the details of the Item. Be sure to at least include a Name, Price, and appropriate taxes. You may set the price to "0" if the price fluctuates, as is often the case with a Cancellation Fee, for example. You can also assign an Item to an Item Category and a Revenue Account.

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

DESCRIPTIONIf you are offering 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 for the Item. Decimal points are fine, but do not include the $ sign or commas. As stated above, you may set the price to "0" if it fluctuates, however, this field cannot be left blank. 

TAXES: Check the box next to each applicable tax for this Item. If you don't see a necessary tax, please contact Support to have the new tax created within your account.

ITEM CATEGORYSpecify the category you'd like to assign to this Item. It is helpful to create your Item Categories first, by going to Settings -> Item Categories. Once your categories have been created, you'll be able to select from the list here.

REVENUE ACCOUNT: Specify the revenue account that you would like this Item associated with. It is helpful to create your Revenue Accounts first, by going to Settings -> Chart of Accounts. Once your Revenue Accounts have been created, you'll be able to select from the list here.




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 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:

Eligible Room Types: Specify if this Item can be purchased with all rooms or with just 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. Multiple time periods can be created.

MINIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the number of nights required for a guest to stay in order for this Item to be offered. Leave this field blank to indicate no minimum is necessary.


MAXIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the maximum number of nights a guest can stay in order for this Item to be offered. Leave this field blank to indicate no maximum is necessary

MAXIMUM NUMBER OF ITEMS A GUEST CAN ADD PER ROOM: Leave this field blank to indicate a maximum of one. Otherwise, enter the maximum quantity a guest may add per room. This will create a drop-down quantity box allowing guests to add more than one of this Item. 

NUMBER OF DAYS OF ADVANCE NOTICE NEEDED IN ORDER TO UPSELL THIS ITEM: Enter the number of days' lead time that you would like in order for this Item to be offered. This allows for a minimum notice to prepare for certain Items. 

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

6) Upload a small image if you are offering this Item online. The image will show alongside the description in the online booking engine. Research shows Items with photos sell more often than Items without.
  • 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 to create all the Items for your business.

Now, when you click the  ADD ITEM button on a bill, you'll be able to select from an Item Category, if applicable, and the list of Items you've created.

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 its details.

Edit the details of the Item:

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

DESCRIPTIONIf you are offering 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 for the Item. Decimal points are fine, but do not include the $ sign or commas. You may set the price to "0" if it fluctuates, however, this field cannot be left blank. 

TAXES: Check the box next to each applicable tax for this Item. If you don't see a necessary tax, please contact Support to have the new tax created within your account.

ITEM CATEGORYSpecify the category you'd like to assign to this Item. It is helpful to create your Item Categories first, by going to Settings -> Item Categories. Once your categories have been created, you'll be able to select from the list here.

REVENUE ACCOUNT: Specify the revenue account that you would like this Item associated with. It is helpful to create your Revenue Accounts first, by going to Settings -> Chart of Accounts. Once your Revenue Accounts have been created, you'll be able to select from the list here.


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 rooms or with just 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. Multiple time periods can be created.

MINIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the number of nights required for a guest to stay in order for this Item to be offered. Leave this field blank to indicate no minimum is necessary.


MAXIMUM NUMBER OF NIGHTS NEEDED TO ADD THIS ITEM: Enter the maximum number of nights a guest can stay in order for this Item to be offeredLeave this field blank to indicate no maximum is necessary 

MAXIMUM NUMBER OF ITEMS A GUEST CAN ADD PER ROOM: Leave this field blank to indicate a maximum of one. Otherwise, enter the maximum quantity a guest may add per room. This will create a drop-down quantity box allowing guests to add more than one of this Item. 

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

 
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 you are offering this Item online. The image will show alongside the description in the online booking engine. Research shows Items with photos sell more often than Items without.
  • 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.

Now, when you click  the   ADD ITEM   button on a bill, you'll be able to select from an Item Category, if applicable, and the list of Items you've created.

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 settings page is a Delete button. Click the button and confirm that you would like to delete this Item.

Deleting an Item will remove it from any Package where it had been associated, however any reservation or bill that included this Item will not be affected.

   
 

When to use a Package, Item, or Rate Type Room Package

Situation Package Item Rate Type
When to use a Package, Item, or Rate Type?
You 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 the price of rooms that are associated 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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