Creating a Package Code

To create a package code:

  1. From the OPERA Cloud Administration menu, select Financial, select Rate Management, and then select Package Code.
  2. On the Package Codes screen, click the vertical ellipsis and then click New.
  3. Click Copy to copy the details of selected property.
    Clicking copy allows you to copy package code from a source property to one or many target properties. This option is mostly used at the Hub level login.
    On the Create a New Package Code screen, Package Details such as, Package Code Definition, Transaction Details, Posting Attributes, and Package Pricing screens are initially disabled.
  4. On the Package Code Definition screen, fill in the required information and click Save. The Transaction Details screen is enabled.
  5. In the Transaction Details screen search or fill the information in the required fields and click Save. The Posting Attributes screen is enabled. You can create a new Item Inventory from this screen.
  6. Search or fill the information in the required fields and click Save. The Package Pricing screen is enabled.
  7. Search or fill the information in the required fields and click Save to save the details or click Save and Add More Details to add more details.

    Table 12-1 Description of the options that appear on the Package Code screen

    Option Description
    Property Displays the property name the package code is being configured for.
    Package Code The code for the package.
    Transaction Code Transaction code that is used to record the package price.
    Package Profit The transaction code to be used when recording any profit from unconsumed allowances.
    Package Loss The transaction code to be used when recording any package loss from over-consumed allowances. If the guest consumes a higher amount than the item price but below the allowance amount, the difference between the item price and the guest consumption amount is the package loss.
    Description Full description of the current package element.
    Currency The currency for this package. Allowance packages and non-allowance packages set up in one currency cannot be attached to rate codes, reservations, and blocks configured in another currency.
    Posting Type
    • Included in Rate: No separate charge appears on the guest folio or reservation. The amount is internally deducted from the room rate amount for inclusive packages.
    • Add To Rate - Separate Line: If selected, this charge is added to the room rate amount and printed as a separate line on the folio. Selecting this check box is very useful when the package element is not included in the rate (for example, US taxes).
    • Add To Rate - Combined Line: If selected, this charge is added to the room rate amount and printed on the same line as the room charge on the folio.
    Sell Separate If selected, this element can be attached directly onto a reservation. When adding a package directly to a reservation, the room rate field will show the main rate code rate and indicated to the right is the room rate including the packages added to the reservation. If this check box is not marked, the only means in which this package can be available is via the Rate Code.
    Posting Rhythm If selected from the drop-down list, the posting rhythm is used to determine the frequency of the package posting. OPERA provides a variety of posting rhythms. Most posting rhythms are based off of the actual arrival date of the reservation.
    Calculation Rule This field is used to determine how the package amount should be calculated. For Example, the following scenarios can be configured by setting up a Per Room calculation rule with an Allowance:

    • Flat Rate (price posted as flat rate, regardless of number of guests). Flat Rate is per sharer in the room. Each share-with in the room will be charged the flat rate amount.

    • Per Person (price times number adults plus number of children).

    • Per Adult (price times the number of adults).

    • Per Child (price times number of children). With the selection of this calculation rule and the Rate Management > Rates By Defined Buckets is Active, packages can be setup with different amounts per child bucket on the Package Details tab.

    • Per Room (price times number of rooms). The Per Room calculation is applied to the room. If a reservation is shared, instead of applying the package per reservation, it considers it for that room. When a package is configured with an Allowance and a Per Room calculation rule, this will enable a property to restrict the amount of Allowance for Shared Reservations. The Allowance will always be attached to the Primary Sharer's reservation and can only be used during the Primary Sharer's reservation. So if the Shared Reservations are staggered, the allowance will only be available until the Primary Share reservation checks out. Item inventory cannot be included in a package if the Calculation Rule of the package is configured as Per Room.

    For Example, the following scenarios can be configured by setting up a Per Room calculation rule with an Allowance:
    • Example 1:

      • Rate Code: PKG = 100.00

      • Package = LUNCH (Price = 20.00, Allowance = 20.00)

      • A non-sharer reservation using this package, would have an allowance of 20.00 (Room = 80.00, Lunch 20.00, Allowance = 20.00)

    • Example 2:

      • Rate Code: PKG = 100.00

      • Package = LUNCH (Price = 20.00, Allowance = 20.00)

      • Sharer 1 = Entire Rate 100.00

      • Sharer 2 = Zero Rate 0.00

      • Sharer 1 is the Primary Sharer. Sharer 1 will have the allowance and price.

      • Room = 80.00, Lunch = 20.00, Allowance = 20.00

      • Sharer 2 has 0 rate and can share the allowance on the Primary Share. If a posting is made for LUNCH for Sharer 2, then this is posted against the Primary Sharer's allowance.
    • Example 3

      • Rate Code: PKG = 100.00

      • Package = LUNCH (Price = 20.00, Allowance = 20.00)

      • Sharer 1 = Full Rate 100.00

      • Sharer 2 = Full Rate 100.00

      • Sharer 1 is the Primary Sharer. Sharer 1 will have the allowance and price.

      • Room = 80.00, Lunch = 20.00, Allowance = 20.00

      • Sharer 2 has Full Rate. Sharer 2 can share the allowance on the Primary Share. If a posting is made for LUNCH for Sharer 2, then this is posted against the Primary Sharer's allowance.

      • Room = 100.00, Lunch = 0.00, Allowance = 0.00

    • Example 4

      • Rate Code: PKG = 100.00

      • Package = LUNCH (Price = 20.00, Allowance = 20.00)

      • Sharer 1 = Split Rate 50.00

      • Sharer 2 = Split Rate 50.00

      • Sharer 1 is the Primary Sharer. Sharer 1 will have the allowance and price.

      • Room = 30.00, Lunch = 20.00, Allowance = 20.00

      • Sharer 2 has Split Rate. Sharer 2 can share the allowance on the Primary Share. If a posting is made for LUNCH for Sharer 2, then this is posted against the Primary Sharer's allowance.

      • Room = 50.00, Lunch = 0.00, Allowance = 0.00

Parent topic: Package Codes