1. MyVRZone – Setting up Quoting You will learn… How Quoting works What you need to define How to set up one or multiple properties … use this as you are setting up your system.

2. Setting up Quoting – how it works Single and Multiple Properties

3. Single Property Property 1 Choose Taxes Choose Options Choose Rates Choose Dates Taxes List Options List Rates List Dates List List of accommodation taxes and their rates. List of available options and applicable taxes. Accommodation and option rates. Seasonal date ranges & options included by default. The lists must be set up first and then assigned to each Property.

4. Property 1 Choose Taxes Choose Options Choose Rates Choose Dates Multiple Properties Where everything is the same Taxes List Options List Dates List Rates List Property 2 Choose Taxes Choose Options Choose Rates Choose Dates Re-use the lists already defined. This would be typical for properties of the same type and size in the same location or destination

5. Multiple Properties Where the rates and available options are different Taxes List Options Sheet Dates List Rate Sheet Property 1 Choose Taxes Choose Options Choose Rates Choose Dates Property 2 Choose Taxes Choose Options Choose Rates Choose Dates Rates List Options List Re-use the lists already defined for Taxes and Dates and create new ones for Options and Rates. This would be typical for different types or sizes of properties in the same location or destination

6. Multiple Properties Where everything is different Tax Sheet Options Sheet Date Sheet Rate Sheet Property 1 Choose Taxes Choose Options Choose Rates Choose Dates Property 2 Choose Taxes Choose Options Choose Rates Choose Dates Rate Sheet Options Sheet Tax Sheet Date Sheet This would be typical for different types or sizes of properties in different locations or destinations. Create new lists for each property. Create as many lists as needed and choose any one for any property.

7. Setting up the Lists For assigning to one or more Properties

8. Starting webpage - Screenshot Login and go to the “Setup>Main >> Quote” tab 1 2

9. Setting up Taxes Tax Lists All Taxes All possible taxes. If you have multiple properties with different taxes then add them ALL here. These are just the names of the taxes, eg: Sales Occupancy If you have no taxes then leave this blank. Taxes List Active taxes and rates. Thinking about your property, choose the tax name(s) that apply for your accommodation rates and set the rates. If you have optional items that have different taxes and/or rates then define another Taxes List for them and name it something distinct. If you have multiple properties with different tax rates or combinations of taxes then create multiple Taxes Lists for them here and name them something distinct. If your taxes change over time (eg. a tax increase next Dec 31st) then that schedule should be set for each Taxes List here and used in your quotes automatically. Groups of taxes can be applied to the accommodation amounts and each option separately. This is because some locations/destinations charge certain taxes on accommodation but not on expense items like Pool Heating.

10. Setting up Taxes - Screenshot Tax Lists All Taxes Taxes List 1 2

11. Setting up Options Options Lists All Options All possible options. If you have multiple properties with different options then add them all here. These are just the names of the options, eg: Pool Heat Cleaning Fee If you have no options then leave this blank. Options List Options List. Thinking about your property, choose the set of options (from All Options) that are available here. In addition, set the Taxes List that applies to each option here. If you have multiple properties with different available options then create multiple Options Lists here. Don’t create multiple options if the rates are different – the rates are set next. Groups of available options are assigned to each property. An “Option” can be mandatory (eg Cleaning Fee) or selectable by the guest (eg Pool Heat) Taxes List

12. Setting up Options - Screenshot Options Lists All Options Options List 1 2

13. Setting up Option Rates Option Rates Lists Option Rates List Option Rates List. Thinking about your property, choose options that are available (from the list of All Options) and assign a rate to it. The rate can be a fixed amount, a nightly/weekly rate or a percentage of the total rates. If you have options that change in value over the year or with different properties then create multiple Option Rates Lists here and name them something distinct. All Options Rates List Option Rates Lists are selected later when setting up a Rates List for each season of each year.

14. Setting up Option Rates - Screenshot Option Rates Lists Option Rates List From the All Options tab

15. Setting up Option Includes Option Include Lists Option Includes List Option Include List. From the list of All Options, choose which should be included by default in any quotation that the system creates - these can be changed manually before sending. If you change what is included by default over the year then create multiple Lists here. You may want to include different options by default at different times of the year. For example, only include Pool Heat during the winter months. All Options Dates List An Option Include List defines which options should be included by default and it gets selected later per date range in a Dates List.

16. Setting up Option Includes - Screenshot Option Include Lists Option Includes List From the All Options tab

17. Setting up Seasons Seasons are assigned to date ranges in a Dates List and given rates for each calendar year in a Rates List. Seasons Seasons. Define all season names used here (Low, Mid, High, Holiday are added by default but you can edit them). If you have multiple properties that have (some) different seasons then define ALL of them here – you will select from this list later. It’s OK (and recommended) to have the same season names for each property. Dates List Rates List

18. Setting up Seasons - Screenshot Seasons

19. Setting up Dates Dates Lists Dates List Dates. Define the seasonal date ranges here: Choose a start and end date and assign a Season. Optionally choose an Option Include List for the dates too. If you have multiple properties with different seasonal date ranges then create multiple Lists here. Dates Lists define your seasonal date ranges – the dates for Low, Mid and High season, for example. In addition, you may want to include different options by default at different times. For example, only include Pool Heat during the winter months. Option Includes List Seasons

20. Setting up Dates - Screenshot Dates Lists Dates List From the Seasons tab From the Option Includes tab

21. Setting up Rates Rates List Rates List All Options Option Rates List Seasons Rates Lists define the accommodation and option rates for a property. Rates are set for each season in each year. When quoting, the system determines the rates from the year of the arrival date and the season(s) that the dates span. Rates List. Set Monthly, Weekly, Weekday and/or Weekend accommodation rates for each Season in each year. At the same time, choose the Option Rates List that should apply for any chosen options. If you have multiple properties with different rates then add multiple lists here and name them distinctly.

22. Setting up Rates - Screenshot Rates List Rates List From the Seasons tab From the Options Rates List tab For each year

23. Assigning lists to each Property After setting up the lists

24. Starting webpage - Screenshot Setup>Main >> Property>Quote tab 1 2 3 4 Simply choose from the drop-down lists

25. What is relevant to your setup For Single Properties

26. Relevant Quote Setup Single Property – no options, no taxes All Options All Taxes Option Includes List Option Rates List Seasons Taxes List Dates List Options List Rates List Just set up Seasons, Rates and Dates

27. Relevant Quote Setup Single Property – no options, with taxes All Options All Taxes Option Includes List Option Rates List Seasons Taxes List Dates List Options List Rates List Just set up Taxes, Seasons, Rates and Dates

28. Relevant Quote Setup Single Property – with options and taxes All Options All Taxes Option Includes List Option Rates List Seasons Taxes List Dates List Options List Rates List Could have multiple Taxes Lists if some options have different taxes applied to them. Could have multiple Option Rates Lists if some options change rates over the year. Could have multiple Option Includes Lists if options that get included by default change over the year. Taxes List Option Rates List Option Includes List

29. What is relevant to your setup For Multiple Properties

30. Relevant Quote Setup Multiple Properties – with no options or taxes All Options All Taxes Option Includes List Option Rates List Seasons Taxes List Dates List Options List Rates List Could have multiple Rates Lists if some properties have different seasonal rates. Could have multiple Dates Lists if some properties are in different destinations. Rates List Dates List Just set up Seasons, Rates and Dates

31. Relevant Quote Setup Multiple Properties – with no options and with taxes All Options All Taxes Option Includes List Option Rates List Seasons Taxes List Dates List Options List Rates List Taxes List Could have multiple Rates Lists if some properties have different seasonal rates. Could have multiple Dates Lists if some properties are in different destinations. Rates List Dates List Could have multiple Taxes Lists if some options have different taxes applied to them or if the properties are in different tax districts/areas. Just set up Taxes, Seasons, Rates and Dates

32. Relevant Quote Setup Multiple Properties – with options and taxes All Options All Taxes Option Includes List Option Rates List Seasons Taxes List Dates List Options List Rates List Option Includes List Option Rates List Taxes List Could have multiple Rates Lists if some properties have different seasonal rates or they have a different size, aspect, location, quality Could have multiple Dates Lists if some properties are in different destinations. Rates List Dates List Could have multiple Taxes Lists if some options have different taxes applied to them or if the properties are in different tax districts/areas. Options List Could have multiple Options Lists if some properties have different options available or if they are in different tax districts/areas. Could have multiple Option Rates Lists if some options change rates over the year. Could have multiple Option Includes Lists if options that get included by default change over the year.

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