provides a structured way to manage pricing and inventory. Tourism operators can define and update rates accurately, ensuring consistent pricing across all experiences and simplifying reporting.
Accessing this feature
To manage your Rate Sheet Categories and Groups:
From the main dashboard, go to Settings > Pricing & Inventory > Rate Sheet Categories and Groups.
How to use it
The Rate Sheet Categories and Groups interface allows you to create, modify, and assign a hierarchical structure to your various rate sheet items. This ensures a logical and manageable organisation of your pricing data.
Creating a New Category
Categories serve as the primary organisational layer, typically representing broad service types or product lines (e.g., Accommodation, Tours, Packages).
Access the Rate Sheet Categories and Groups page as described in "Accessing This Feature."
Locate and click the Add New Category button. This will typically be prominently displayed at the top or side of the categories list.
Enter a clear, concise name that accurately describes the group of experiences it will contain (e.g., "Hotel Rooms," "Day Trips," "Multi-Day Experiences").
Provide a brief explanation of what the category encompasses. This aids clarity for new users or complex structures.
Click Save or Create Category to finalise the addition. The new category will now appear in your list.
Creating a New Group within a Category
Groups provide a secondary organisational layer, allowing for more granular segmentation within each category (e.g., Standard Rooms, Deluxe Rooms within Accommodation; Half-Day Tours, Full-Day Tours within Day Trips).
From the list of existing categories, click on the category under which you wish to create a new group. This action may expand the category or take you to a dedicated category view.
Locate and click the Add New Group button within the selected category's interface.
Enter a specific name for the group (e.g., "Standard Double," "Morning City Tour," "Coastal Explorer Package").
Add a description to provide further context for the group's purpose or content.
While creating the group, you may have the option to immediately assign existing rate sheet items. Select relevant items from the provided list. If this option is not available here, items can be assigned later via their individual settings.
Click Save or Create Group to add the group to its parent category.
Editing Categories and Groups
Regularly reviewing and updating your categories and groups ensures their continued relevance and accuracy.
On the Rate Sheet Categories and Groups page, find the specific category or group you wish to modify.
Click the Edit icon (often represented by a pencil) next to the category or group name.
Adjust the name, description, or any other editable parameters as required.
Click Update or Save Changes to apply your modifications.
Assigning Rate Sheet Items to Categories and Groups
For your organisational structure to be effective, individual rate sheet items must be correctly linked.
Go to the specific rate sheet item you wish to categorise (e.g., via Products & Services > \[Specific Product] > Rate Sheet).
Within the item's settings, locate the "Category" and "Group" dropdown menus.
Select the relevant category and group that best describe the item.
Ensure you save the rate sheet item's settings to apply the new organisational assignments.
Reordering and Deactivating
Some systems allow for visual reordering of categories and groups or temporary deactivation.
Use drag-and-drop functionality (if available) or up/down arrow icons to adjust the display order of categories and groups. This affects how they appear in lists and dropdowns.
Instead of permanent deletion, consider deactivating categories or groups that are no longer in use. This preserves historical data and prevents unintended use while keeping your active lists clean. Deactivation options are typically found within the edit interface.
Tips
Develop a Consistent Naming Convention: Use clear, descriptive, and uniform names for your categories and groups. This ensures immediate understanding across your team and avoids confusion.
Design a Logical Hierarchy: Structure your categories and groups to mirror your business operations, guest journey, or experience lines. Avoid overly complex or shallow structures; aim for a balanced approach that is intuitive and scalable.
Regularly Review and Audit: Periodically assess your category and group structure to ensure it remains relevant and accurate as your business evolves. Remove or deactivate redundant entries to maintain a clean system.
Avoid Over-Categorisation: While granular detail is beneficial, creating too many categories or groups can lead to complexity and make management more cumbersome. Strive for a balance that provides sufficient detail without excessive layers.
Document Your Structure: For larger organisations or complex offerings, maintain internal documentation outlining the purpose and scope of each category and group. This is invaluable for staff training and onboarding.
Phased Implementation for Existing Data: If migrating an extensive existing rate sheet, consider implementing your new category and group structure in phases to minimise disruption and allow for adjustments.
Train Your Team: Ensure all relevant staff members, particularly those involved in experience management, sales, and reporting, understand the structure and its importance.
Need help?
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