Fees in Kaptio

Overview

This guide covers service-level fees in Kaptio — mandatory or optional charges tied to a supplier service (for example tourism levies, local taxes collected by the supplier, resort or destination fees). Fees appear as their own lines in Costings / Builder alongside price categories, add-ons, and meal plans.

For tax configuration on services and fees, see Tax Groups in Kaptio and Currency & Tax Configuration. For how fees sit in the full cost-and-sell model, see Cost & Pricing Architecture.

Why customers need fees

Fees are additional charges levied by service providers for tourism development initiatives, for example. These fees are usually collected to enhance the visitor experience in specific regions and are charged as a fixed amount on a per person/group per entry/night basis or as a percentage of overall spend.

Operators use Kaptio fees to:

Pass through regulatory or contractual levies — amounts they must collect and remit where the rate or rule is defined separately from the nightly or per-person catalogue rate.
Keep the base rate clean — the Price Category shows the core accommodation or activity price; the fee line explains the surcharge explicitly to staff and, where configured, on documents.
Control tax and commission treatment — each Fee Assignment can override Tax Group and Commission Group so a levy is taxed or commissioned differently from the room rate, when needed.

Configuration model

Fees use three linked records:

Piece	Object	Role
Fee	`Fee__c`	The fee product (name, active flag, tax-basis behaviour).
Fee Assignment	`FeeAssignment__c`	Links a fee to a service (`Item__c`), optional tax/commission overrides, Level, and Applicable to Lower Levels.
Fee Rate	`FeeRate__c`	Amount or percentage, validity dates, duration (per booking / day / night), quantity (per person / per unit), and selling type for how sell price is derived.

One service can have multiple fee assignments; each fee can have multiple rates over time (different percentages or amounts by travel window).

Fee Assignment — important fields

Field	Purpose
Fee	Which fee definition this row uses.
Service	The service the fee applies to.
Level	Numeric ordering for fee-on-fee behaviour. Lower levels are resolved first. If any assignment uses Applicable to Lower Levels, every relevant assignment must have a level set (see Fee levels and fee-on-fee).
Applicable to Lower Levels	When enabled, this fee rate also applies to existing fee lines on the same passenger/day whose fee level is lower than this assignment’s level (supplier-side fee lines used as an additional base).
Tax Group	Overrides the service tax group for this fee.
Commission Group	Overrides the service commission group for this fee.

Fee Rate — important fields

Field	Purpose
Value Type	Percentage or Fixed Amount (fixed currency value).
Value	The percentage or fixed amount from the supplier perspective.
Duration Type	Per Booking, Per Day, or Per Night — how the fee scales over the stay (for percentage fees this affects which days the rate applies; for fixed amounts it affects how the fixed value is spread).
Quantity Type	Per Person or Per Unit — how the fee counts against passengers or units.
Selling Type	How the sell amount is derived from the supplier fee: same as cost, fixed sell amount, same profitability as main service, or profitability strategy.
Selling Value / Markup	Used when the selling type is Fixed Amount or Profitability Strategy (markup), as defined on the rate.
Valid From / Valid To	Travel dates for which this rate applies.

Selling types (how the sell price is calculated)

For each Fee Rate, the Selling Type controls the relationship between the supplier (cost) fee and the sales fee line:

Selling Type	Meaning
Selling price equal to cost price	The customer-facing fee equals the supplier fee amount (no extra margin on the fee).
Same profitability as main service	The sell fee is the supplier fee scaled by the same ratio as the service’s sell total to supplier total (for the fee’s base components).
Fixed amount	The sell side uses Selling Value (with duration/quantity split rules), independent of the percentage-derived supplier fee.
Profitability strategy	The supplier fee is marked up using Markup and the channel’s margin vs markup profitability strategy (same pattern as other profitability-driven prices).

Example — pass-through levy: Use Percentage value type + Selling price equal to cost price so the guest pays exactly the calculated levy.

Example — absorb part of the cost: Configure supplier percentage + Same profitability as main service so the fee participates in the same commercial uplift as the room.

Example — flat guest surcharge: Fixed Amount on the rate with Selling type = Fixed amount when the sell price must be a set figure regardless of cost.

Calculation rules (verified against product behaviour)

The following matches how the pricing engine builds fee lines for price category price requests. For percentage fees, the engine first totals a supplier-side base (price category + related promotions + discounts — see below). It applies the percentage to that base to get the supplier fee amount. The sales fee line is then derived from that supplier fee using the Fee Rate Selling Type (for example pass-through, fixed sell, or profitability-based uplift). The percentage is not computed a second time against the sales price category total.

1. Multiple fees and the percentage base

Independent percentage fees: If two fees both apply only to the price category (normal setup, no fee-on-fee), each fee’s percentage is applied to the same underlying base for that side — for example a 5% fee and a 10% fee both use that shared base. The 10% is not calculated on top of the 5% result.
Fee rates: Multiple Fee Rate rows on the same fee are constrained by validity dates; the engine uses applicable rates per travel date. They do not “stack” unless you intentionally model that through levels and Applicable to Lower Levels.

2. Promotions and discounts

Percentage fees include supplier promotion and discount line items that apply to the price category in the base. If cost-side promotions reduce the net category amount, the supplier percentage fee is smaller in line with that net base. (Sell-side promotions do not re-run the percentage on the sales category total.)
Fixed-amount fee rates use the configured currency amount (with duration/quantity rules); they do not multiply a percentage against the category total.

3. What is inside the percentage base

For percentage fees, the base is built from supplier (cost) lines only:

Price category lines (applicable_to supplier), plus
Promotion lines tied to that price category (supplier), plus
Discount lines (supplier),

and not from:

Add-ons,
Meal plans (board basis).

If the Fee is configured with a tax basis of Inclusive of Tax, supplier tax lines tied to the price category can also enter that base (so the percentage applies to a tax-inclusive category total where that setting is used).

4. Taxes and commissions

Fee lines are taxed and commissioned according to tax and commission groups resolved for those lines — assignment-level Tax Group / Commission Group overrides apply when set; otherwise resolution follows the same hierarchy as other service pricing. Fees are not hard-coded to always mirror the price category groups if you override them on the assignment.

5. Fee levels and fee-on-fee

When Applicable to Lower Levels is set on an assignment with Level = N, the engine can also use supplier fee lines whose fee level is less than N as an additional base for that fee rate. Use this only when a second fee must apply on top of an earlier fee amount (for example a processing surcharge on a tax line). All assignments that participate in this pattern need explicit Level values.

Worked examples

Example A — Percentage levy, pass-through to guest

Scenario: 4% destination levy on the room, guest pays exactly what the supplier charges.

Fee Rate: Value Type = Percentage, Value = 4, Duration = Per Night, Quantity = Per Unit (room).
Selling type: Selling price equal to cost price.
Check: In Costings / Builder, supplier and sales fee lines should match (subject to currency conversion and tax display rules).

Example B — Fixed levy per person per booking

Scenario: $15 per person, once per booking, regardless of length of stay.

Fee Rate: Value Type = Fixed Amount, Value = 15, Duration = Per Booking, Quantity = Per Person, currency set on the rate.
Selling type: Selling price equal to cost price (or Fixed amount on sell if the customer price must differ).

Example C — Percentage fee with same margin as the room

Scenario: Supplier levy is a percentage of net stay; commercial wants the same uplift on the fee as on the room rate.

Fee Rate: Value Type = Percentage, plus Duration / Quantity as required.
Selling type: Same profitability as main service.
Check: Compare the ratio sell fee ÷ supplier fee to the ratio sell category ÷ supplier category for that passenger/day — they should align.

Example D — Two percentage fees, no compounding

Scenario: 5% fee + 10% fee on the same room night, both only tied to the category.

Supplier-side base (category + relevant promotions/discounts) = B.
Fee 1 supplier amount ≈ 0.05 × B. Fee 2 supplier amount ≈ 0.10 × B.
Total fees ≈ 0.15 × B, not 0.10 × (B + 0.05B).

Where to verify in the UI

Service → fee assignments and rates (or Price Category / pricing UI paths your org uses for fee maintenance).
Open an itinerary in Costings / Builder and expand lines: confirm entry type fee appears with expected supplier and sell amounts.
Change promotions on a test quote and re-cost: percentage fees should move with category-level discounts; fixed fees should stay stable unless you change rates or duration/quantity logic.

Cost & Pricing Architecture — cost modes, sell modes, add-ons, taxes overview
Tax Groups in Kaptio
Supplier & Service Setup