🔗 Prerequisites
Features
What you get with this outcome
Build the Pricing Foundation
Before your Product Managers can price packages and services, System Admins must establish the pricing infrastructure. This one-time setup defines the price categories (occupancy types, passenger types), tax rules, and margin formulas that all products inherit. Get this right once, and every product pricing decision becomes simpler. **Note**: This outcome covers the foundational setup. For loading actual prices onto packages—including price seasons, rate plans, and per-departure pricing—see the Product Experience layer outcomes for your solution.
Visual coming soon
price-category-diagram
Price Categories
Define the building blocks that determine how prices are calculated: occupancy types (single, double, triple) and passenger types (adult, child, infant). These categories are referenced when loading prices onto any service or package.
- ✓Single, double, triple occupancy
- ✓Adult, child, infant passenger types
- ✓Custom categories (senior, student)
- ✓Foundation for all product pricing
Tax Configuration
Set up tax profiles and rules that apply across your products. Define inclusive vs exclusive tax handling, VAT on commission, and jurisdiction-specific rates. Products inherit these rules automatically.
- ✓Inclusive or exclusive tax modes
- ✓Tax profiles per Business Unit
- ✓VAT on commission support
- ✓Automatic tax calculation in quotes
Visual coming soon
margin-flow-diagram
Margin & Markup Rules
Define the formulas that calculate sell prices from costs. Set percentage markups, fixed margins, or custom formulas per service type. These rules ensure consistent profitability across all products.
- ✓Percentage or fixed markups
- ✓Per-service-type rules
- ✓Channel-specific margins
- ✓Margin visibility in quotes
User Journey
Step-by-step flow from start to finish
🗺️User Journey Flow
Follow the steps from start to finish
Implementation Plan
How to implement this outcome
📅 Project Overview
Discovery
1 day- • Document price category needs
- • Gather tax requirements
- • Define margin targets
Configuration
1-2 days- • Create price categories
- • Configure tax profiles
- • Set up margin rules
Validation
1 day- • Test with sample service
- • Verify margin calculations
Resources
Configs, tools, and documentation to help you
⚙️ Golden Configs
Standard Price Categories
Common price category setup: Single/Double/Triple occupancy, Adult/Child/Infant passenger types. Covers 90% of tour operator needs.
Tax Profile Configuration
Tax profiles for inclusive and exclusive tax handling, with VAT on commission support for European operators.
Margin & Markup Rules
Standard margin formulas by service type: Hotels 25%, Transfers 30%, Activities 35%. Includes channel-specific overrides.
Common Pitfalls
Avoid these implementation mistakes
Missing price categories—if a category doesn't exist, services can't be priced for that type
Tax profile mismatch—wrong tax profile on Business Unit affects all quotes
Margin formula errors—test with real numbers before go-live
Currency confusion—ensure tax rates are in the right currency context