Rates

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You will want to set up your applicable rental rates for each site type/class, plus add-on charges, meter rates if needed, and perhaps other rates for convenience.  This is one of the more involved processes, and is completely optional (you could enter the amount of each transaction manually), but is well worth it.

 

Since rate definitions can be categorized by Reservation Type, Site Type, Site Class, and Discount, the design of those pick lists is very important.  When selecting a rate to use for a reservation, the list of rates displayed will be filtered by the reservation type, site selected, discount used, and the reservation dates.  Therefore you can minimize the selections shown by planning your rates carefully.

 

In particular, You should have at least one Site Type for each different basic rental rate.  This does not need to include add-ons like 50A electric, phone, etc.  Alternatively, you can make Site Types more specific so that selection by customer preferences is easier, and use Site Classes to differentiate the rates.  In this case, you would define one Site Class for each basic rate you have.

 

Discounts work similarly, but in most cases these will not be as complicated as site types/classes, since there is usually only one kind of discount rate for each discount club.

 

See Rates Setup in the Maintenance section for more details.

 


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