Configuring Reservation Upgrade Rules

Upgrade Rules enable you to configure the rules for calculating the reservation upsell amounts for specific room types and date ranges. 

Adding an Upgrade Rule

1. Select the Administration menu, select Booking, select Reservation Management, and then select Upgrade Rules.

2. Click New.

3. Select either Room Type or Room Class.

   1. Room Type. Select this tab to create an upsell rule from room type to room type.

   2. Room Class. Select this tab to create an upsell rule from room class to room class (available when the Room Class function is active).

4. Complete the following fields:

   1. Property. Enter or search for and select a property for the upgrade rule configuration.

   2. Code. Enter a code that represents the upgrade rule.

   3. Description. Enter a description for the upgrade rule (for example, “Upgrade from Standard to Deluxe King”).

   4. Start Date / End Date. Select a start date and an end date for the date range during which the upgrade rule is valid

   5. From Room Type / To Room Type. Select a “from” room type (that is, the original room type requested by the guest) and a “to” room type (that is, the upsell room type).

   6. From Room Class / To Room Class. Select the down arrow and choose a "from" room class (that is, the original room class requested by the customer) and a “to” room class (that is, the upsell room class).

   7. Filters: Select from the following filters:

      • Rate Codes. Select the rate codes for which the upsell rule is being created.

      • Rate Categories. Select the rate categories for which the upsell rule is being created.

        Note:

        When considering which rate codes/rate categories to select for the upsell rule, you should base your decision on the rate already being paid by the guest. In other words, if your property is already achieving a higher profit margin on the original rate, your property might allow a discount on the rate for an upsell room type. However, if the guest is already receiving a substantially discounted rate, you might not want to apply the same upsell consideration.

      • Membership Types. Select the membership types for which the rule is applicable.

      • Membership Levels. Select the membership levels for which the rule is applicable.

      • Reservation Types. Select the reservation types for which the rule is applicable.

      • Market Codes. Select the market codes for which the rule is applicable.

      • Source Codes. Select the sources for which the rule is applicable.

      • Channels. Select the channels for which the rule is applicable.

   8. Formula. Select from the following options:

      • Flat Amount: Adds the value in the Amount field to the original rate.

      • % of Difference: Calculates the difference between the original rate and the upgrade charge, and then the difference percentage is added to the original rate.

      • % of Original : Calculates a percentage of the original rate and adds it to the original rate.

   9. Upgrade By: Select from the following options:

      • Amount. Select to upgrade by amount and then enter the value used to calculate the upgrade amount/percentage. This value is dependent on the selected Formula.

      • Occupancy Levels. Select to upgrade by occupancy levels and then enter an upgrade amount for each occupancy range percentage (for example, 0 to 50% occupancy or 51 to 100 % occupancy). These levels are defined in OPERA Controls.

   10. Currency Code. Enter or select a currency code for the upgrade rule.

   11. Rounding Rule. Select a rounding operation for the rule depending on how you want to round the calculated rates. The following options are available:

       • Up. Rounds up to the next highest whole number (12% x 110 = 13.20; Rounded up = 14).

       • Down. Rounds down to the next lowest whole number (12% x 110 = 13.20; Rounded Down = 13).

       • None. Does not round.

       • Up-Keep Decimal. Keeps the decimal increments while rounding up to the next highest whole unit (12% x 110 = 13.20; Rounded Up Keep Decimal = 14.20).

       • Down-Keep Decimal. Keeps the decimal increments while rounding down to the next lowest whole unit. (12% x 110 = 13.20; Rounded Down Keep Decimal = 13.20)

   12. Maximum Days in Advance. Enter the maximum number of days in advance of the reservation arrival date that a reservation can be upgraded using this rule. For example, if this field is set to 10, then the reservation must be booked at least 10 days before the arrival date for the upsell offer to be presented.

   13. Transaction Code. Enter or select a transaction code for the upgrade rule.

5. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing an Upgrade Rule

1. Select or confirm the Property.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Update the configuration and click Save.

Deleting an Upgrade Rule

1. Select or confirm the Property.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Delete.