The Date Ranges screen has four tabs across it:

1. Date Range (this page)
2. Date Range - Rate Set
3. Date Range - Rates
4. Date Range - Other

NOTE: These four tabs apply to the Date Range/Price Code rates season with which you are currently working.

Set the Date Range for a Rate

1. Make sure a rate and date range has already been added (see Add a Rate).
2. From the Product Setup - Rates screen, click a Rate Period to update it.
3. Select the Date Range tab.

   

4. Make any changes required (in fields that are not read-only). Refer to About the Date Range tab fields for more information on these fields.
5. If necessary, continue with updates to information in other Rate tabs.
6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

Header - Full Product Code (view only)

The full product code displays at the top left of the screen. The full product code is generated from the fields inserted at the time of product set up:

• Location
• Service Type
• Supplier Code
• Product Code

Location / Service Type / Supplier / Product Code

Header - Dates (view only)

The dates displaying here are the dates entered in previous screen for the rate period.

Supplier, Option, Comment, Price Code (view only)

These fields display to show users the product selected. (these fields are view only and cannot be edited)

Sale Date From/To

The Dates that this rate is able to be sold from/to. These dates default from the Price Code set up but can be overridden here.

Sell Before Travel Days/Months

This field is used when a rate is only valid if booked nn days (or nn months) prior to the date the service is booked for.

Buy Currency

Select the buy currency from the drop-down list. This should be the currency in which the supplier is to be paid – i.e., the default currency that was entered against the supplier when it was setup. (See Add Supplier Currencies). Currencies other than the default can be used if required, but Tourplan will generate the Vouchers and Accounts Payable transactions in the Buy Currency.

Sell Currency

The sell currency can be different from the buy currency. If this is the case, the required Sell Currency can be selected from the drop-down.

NOTE: The sell currency set here does not mean that it is the only currency that the service can be sold at. When a quote or booking is setup, the Agent (client) currency will generally determine what the Booking sell currency is. This means that the service could be in Buy NZD (New Zealand Dollars) and Sell AUD (Australian Dollars), but can be used in a booking which is being output in USD.

Enter Gross Rates

Checking this box will allow gross rates and commissions to be entered, (as opposed to net rates and mark-ups). The cost price will then be calculated.

NOTE: The Product Database currency rates can be updated in bulk via Home > Products > Product Setup > Rates and examples of that process are covered in the Rate Maintenance section of this document. Examples of using different buy and sell currencies are described in Apply Different Buy/Sell Currencies.

A Word About Taxes and Tourplan

In general, taxes should only be applied here if there is a responsibility to account for the tax. This would normally be some type of Input/Output tax (VAT, GST etc.). If there is no accounting responsibility associated with the tax,(i.e. Sales Taxes, Bed Taxes etc.) then the cost/sell values entered in the Option Rates screen can include the tax.

This method however raises issues of rate maintenance when the tax rate changes, so the taxes can be setup in the Code Setup Module and then applied here. In doing this, when the tax rate changes, a new tax can be setup with the new tax rate and the Rate Maintenance utility program can be used to add the new tax and update the rates.

NOTE:  

• Available taxes display in the ‘Taxes Defined’ column.
• Taxes already attached to the rate, are listed in the 'Taxes Included' column.

Add a Tax to the Taxes Included Column

1. Highlight the tax and click the > button (grey right-arrow, which changes to blue when a tax is highlighted).
2. Any taxes that have been attached in error can be removed by highlighting the tax in Taxes Included column and clicking the < button (grey left-arrow).
3. To view which components of the service the tax applies to, highlight the tax when it is in the Taxes Included column.
   1. Click the Edit Components Ellipsis button.

      

   2. In the Tax Applies To screen, select the required Applies For check boxes.  (By default all check boxes are selected).

      

   3. Click OK to keep the changes and save or update the entry.

      

Once several rate entries exist (covering several date ranges), you can use the Rates Filter to find a range. Click the + or - next to the words Rates Filter to expand or collapse the filter fields.