Create a Package with a Linked Rate Plan .ng

📆 Revision Date: 24 Apr 2025

Overview:

Package Headers

In HotelKey, we will have Package Rates that are made up of package elements. For example, let’s say we have a parking package. Package would be accommodation + the element (which you know as transaction code), which we call amenity. This would be accommodation + package element.

Package elements are anything you want to break out from invoice and track revenue separately. In this example, we can break out parking and when configuring package rates, we can summarize everything on the invoice (guest would just see parking package at $210), or can itemize on the invoice, which means guest would see line item for accommodation and line item for parking, and line item for any other elements.

In HotelKey, we have charge types; all package elements are mapped to a charge type for reporting purposes. A parking element could be a one to one match and rolling up to charge type for reporting purposes.

Here are the steps covered in this article:

Create Package with Linked Rate Plan(s)
- Link a Package to Rate Plan(s)
Create a Package Element
**element(s) need to be created first if they do not already exist, if the element already exists to attach to the package you can skip this step.

Create a Package with Linked Rate Plan(s)

On the home page of the HotelKey web application, select Property Settings in the Administration section.
Navigate to Rate Plan Setup then click on Package Headers. On this screen, you will see a list of any active package elements listed. To create a new package: Select Add New Package Headers.
Add New Package Headers page loads. Enter the applicable Basic Data Name - Name of the package rate (i.e. Breakfast) Code - Enter a Code for the package Linked Rate Plan - In this section, you will link the package (i.e. Breakfast) to a rate plan(s). Select the rate plan or plans from those available in the dropdown Select Package Elements - In this section you will link the relevant package elements that you have created (once Breakfast package rate is created, you will add into this section). Active - Whether the package is added. Summarize Rates and Charges - Decides whether breakdown occurs for customer, should always be TRUE. It will create the charges as rolled up into one charge in the folio. If false, it will post the charges separately on the folio. Dynamically Add Charge Amount - typically, this is OFF. This would include the element as part of the package rate (Pkg rate $100 which includes $10 breakfast = RR would reflect as $90) Allowed for Groups - If package is allowed for group rate plans; will automatically be added Calculate Taxes on Total Package Amount - If enabled, taxes will be applied to the total package amount rather than being calculated separately for individual charge types. Allowance - Used when a package includes a fixed allowance amount, with the guest responsible for any charges exceeding the allowance limit.	Linked Rate Plan dropdown
Description - Can add specific description to explain the package Package Category - Need to ass Consumption Start Date - Should ALWAYS have dates set up Consumption End Date - Select any end date Add a cover image for the package rate, if applicable	Package Category dropdown
Attach Booking Profiles (optional) and Select Confirm

Create a Package Element

If the element already exists that will be attached to this package, you can skip this step. If you need to create elements to attach, perform this step first.

Navigate to HK Home and select Property Settings

Select Rate Plan Setup from the left menu bar.

Then click on Package Elements

The Package Elements panel loads.

Select Add New Package Element.

The Add New Package Element panel loads.

Complete Package Element Name and Code for fields for the Package Element.

Allowance - Toggle on if Element is part of allowance. (See below on Package Allowances)

To add the Package Element Pricing, select the + at the bottom

Package Element Pricing popup loads.

Charge Type Category - Select the charge type relevant for this package
Charge Type - Select how often the charge posts

Click on Confirm

Select the charge type that was created in Step 1 above.

Select the Posting Type, Quantity Type and amounts.

Daily - Each day
First Day - First Night
Daily Except First Day - Only Stayover Nights
Daily Except Last Day - All nights excluding the night before checkout
Daily Except First Day and Last Day - All stayover dates excluding arrival and night before departure

Daily Except First Date Include Checkout Date (This accounts for having breakfast on the departure date)

Quantity Type
1. Fixed
2. Adult
3. Adult and Child
Amount - Pricing for the package element (i.e. if breakfast is $10)

Add in however many package elements (charge types) that are needed to support the package.

Once complete, click on Save

Note - Can have SEASONALITY on package element pricing by selecting the calendar icon.