Difference between revisions of "Contracts"

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== Introduction ==
 
== Introduction ==
  
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A contract in hoteliga corresponds to a real, physical contract that you have signed with a "classic" booking agency, meaning a booking agency that is not an OTA, but rather an agency that reserves a certain number or all of the rooms of a property for a season at pre-agreed prices.
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A contract in hoteliga corresponds to a real, physical contract that you have signed with a "classic" booking agency, or an OTA (channel).
  
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A contract is connecting '''a booking agency''' and '''a price list''' for a certain period.
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A contract is connecting '''a booking agency''' and '''a price list''' for a certain period. In this way, you can have multiple contracts for the same booking agency, but for different period.
  
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In this way, you can have multiple contracts for the same booking agency, but for different period.
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<pre style="color:#0080FF">'''Note:''' You cannot have overlapping contracts unless they correspond to different channel connections.</pre>
  
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You cannot have overlapping contracts unless they correspond to different channel connections.
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== Contract prerequisites ==
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The prerequisites to create a new contract are:
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==== A price list ====
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: You need to have a price list that will be connected to the new contract. If you don't have one, you can create a [[Price_Lists|New price list]].
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==== A customer ====
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: You need to [[Customer_Management#Create_a_new_customer|create a new customer]] in the name of the agency.
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==== An agency ====
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: You need to have an agency. See more info in [[Booking agency Setup]]
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== Create a new contract ==
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Once all these are complete you go to '''Options > Settings > Booking agencies > Contracts''' and select '''New Contract'''.
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There you fill in the required information. A Title, the '''Agency''' you have created in the previous step, a Channel(in case you have a Channel Manager and the contract is for a connection with a channel), the Validity (from - to), the '''Price list''' you would like to associate with the specific contract, the Room Types and you click '''Save'''.
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[[File:contractn.png|700px|]]
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[[File:contractnbd.png|700px|]]
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<span style="color:#0080FF">'''Notes:'''
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1. If all room types are to be included in the contract, you don't have to choose them all; no selection includes all room types by default.
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2. You don't need to create separate agencies for different price lists, just create multiple contracts for the same agency.''</span>

Latest revision as of 13:27, 22 February 2024

Introduction

A contract in hoteliga corresponds to a real, physical contract that you have signed with a "classic" booking agency, or an OTA (channel).

A contract is connecting a booking agency and a price list for a certain period. In this way, you can have multiple contracts for the same booking agency, but for different period.

'''Note:''' You cannot have overlapping contracts unless they correspond to different channel connections.

Contract prerequisites

The prerequisites to create a new contract are:

A price list

You need to have a price list that will be connected to the new contract. If you don't have one, you can create a New price list.

A customer

You need to create a new customer in the name of the agency.

An agency

You need to have an agency. See more info in Booking agency Setup

Create a new contract

Once all these are complete you go to Options > Settings > Booking agencies > Contracts and select New Contract.

There you fill in the required information. A Title, the Agency you have created in the previous step, a Channel(in case you have a Channel Manager and the contract is for a connection with a channel), the Validity (from - to), the Price list you would like to associate with the specific contract, the Room Types and you click Save.

Contractn.png Contractnbd.png


Notes: 1. If all room types are to be included in the contract, you don't have to choose them all; no selection includes all room types by default. 2. You don't need to create separate agencies for different price lists, just create multiple contracts for the same agency.