Price Code

Price codes can be used to set different selling rates or prices for the same service and rate period(s). A price code (or multiple price codes) can be attached to an agent record. When the agent requests a quote or booking, the appropriate price code will be used when Tourplan NX is searching for valid prices for the service used. This means that varying prices can be set up in services in the Product database, differentiated by price codes.

NOTE: Price codes are not used to separate prices by expiry date. Each service in the Product database can have multiple expiry dates and multiple price codes.

An example of how price codes can be used is:

Rate Expiry	Price Code	Description	Group Cost	Group Sell	FIT Cost	FIT Sell
31 Mar 2026	(Blank)	Nett Rate	90.00	90.00	100.00	100.00
31 Mar 2026	T1	Tariff One	90.00	90.00	100.00	110.00
31 Mar 2026	T2	Tariff Two	90.00	90.00	100.00	115.00
31 Mar 2026	T3	Tariff Three	90.00	90.00	100.00	120.00

NOTE: Markups can be applied in Tourplan NX at different levels and at different or varying rates. These options will be discussed during System Installation. An alternative method of marking services up from the database is by using the Discount/Commission/Markup Matrix (see - Discount/Commission/Mark-up) which is more involved, but provides a greater level of mark-up flexibiliy.

Markups applied Product Level - either by Price Code or DMC Matrix - will apply to the total Service being added to the Quote/Booking. That means all components of a service - the main product and any Extras will attract the same markup (e.g.) for an Accommodation Service with optional (and additional) Breakfast added will have the total of room & breakfast marked up at the same rate.

If Price Codes are not being used, then there must be at least a blank Price Code set up.

NOTE: On system installation, a blank Price Code described "Unassigned" is automatically created. The description of this can be changed to (e.g.) Nett Rate or Standard Rate, but the code field must be left blank.

Create Price Codes

Select menu Home > System > Code Setup.
1. Click the Home menu to expand it:
2. Click the System menu option to expand it:
3. Click Code Setup to go to the Code Setup menu:
Select menu Code Setup > Product > Price Code.
1. Click the Code Setup Menu to expand it:
2. Click the Product menu option to expand it:
3. Click Price Code to open the Price Code screen:
On the Price Code screen, if the code required is not already in the list, click Insert.
On the Price Code screen, enter a Code for the price code and a Description.
Continuing on the Price Code screen, insert FIT mark-up, Group mark-up, commission amounts, and select a rounding factor.
NOTE: There are other areas in Tourplan which can support markup and commission, speak with your Tourplan Support Team to discuss the alternative options available.
Review the completed screen.
Click Save to keep the changes.
Click Exit to discard any changes.

NOTE: After clicking Save, the screen clears, ready for another Price Code - continue adding Price Codes or click Exit to close the screen.

To modify an existing price code, click on the price code and the price code screen will open.

Make the required change and click Save.

NOTE: All fields except the Code can be altered.

Changing a value will not change any services that already have the price code attached. Any new rates added using the price code will default to the new values.

To delete an existing Price Code record, click on the price code and click Delete.

NOTE: Price Codes cannot be deleted if they have been used in a product in the Product Database, Quote or Booking, or are attached to an Agent.

Code

A code that is used to identify the Price Code. This code must a minimum of 2 characters.

Description

A long description of the Price Code, this field can be up to 40 characters.

Sale From/Sale To

Service rates available for sale within a specific date range. The Sale From/Sale To values are defaults only and can be overridden when rates are being entered.

An example is where a service provider may advise a special rate that is available for use between Date A and Date B, provided it is sold between Date C and Date D.

e.g.; Special Accommodation Rate for Stays between 01 July 2023 and 31 August 2023.

Must be booked before 30 May 2023.

In this example, the Sale From date could be left at 01 Jan (19)50 and the Sale To date changed to 30 May 2023— the last date the special is available for sale.

If rates do not have any special selling periods (not to be confused with Expiry dates), then leave these two fields as the default values shown.

FIT Markup

This field can be used to store a percentage value which will be applied to the Cost Prices entered into the FIT rate fields and displayed and saved in the FIT Sell Price fields. This is a default value and can be overridden when rates are being entered.

Group Markup

This field can be used to store a percentage value which will be applied to the Cost Prices entered into the Group rate fields and displayed and saved in the Group Sell Price fields. This is a default value and can be overridden when rates are being entered.

In these price code examples, the following percentages could have been set against the different price codes:

Price Code	Group	FIT
(Blank)	0%	0%
T1	0%	10%
T2	0%	15%
T3	0%	20%

NOTE: It is not uncommon for group rates to have no mark up at a product level, since frequently group booking mark ups are set or adjusted at a booking level, not service level.

Commission

Services can have an override commission % attached at a Rate/Date/Price code level. If an override commission is to apply by default when using this price code, enter the commission percentage in this field.

NOTE: Override commission percentages completely override any commission percentage attached to an Agent or Booking. If the price code commission value is 5% and the agent or booking has 10% commission attached, the commission on this service will be 5%, not 15%.

Factor

This field can have the following values in it:

Factor	Rounding To
None	No Rounding
One Tenth	Round to the nearest whole unit, values up to .5 will round down, values over .5 will round up
One Half	Round to the nearest 5 whole units
One	Round to the nearest 1
Five	Round to the nearest 5
Ten	Round to the nearest 10

Completed Price Code Example

This is an example of a 'Standard' Price Code, the Price Code has been called 'Tarrif 1' it has wide sales from and to dates, an FIT markup of 12.50%, no Group markup or Commission levels and a rounding factor of 1.

Guidance should be sought from your local Tourplan Support Office when using Price Codes, and if defining specific settings here is advised for your organisational requirements.