INSQ Connect - Extras setup

Extras is an easy way to inform your customers about applicable obligatory surcharges or extra services you may provide. Extras can be preset with custom settings and linked to products which allows more efficient management of such items rather then having just a text description for each Product.

The types of Extras that can be preset include: Tax, Obligatory surcharge, Equipment rental, Courses, Extra services, Gases, and Technical gear.

Extras setup is found under Products & extras tab of the left navigation bar.

To start, click 'create' on top of the screen. Enter the name and select from one of the following types:

Select one of the categories: Obligatory or Extra cost. Extra's categories are corresponding to the similar sections of the Product allowing you to use created extras in accordance with selected category.

Next, specify when the extra needs to be paid: in advance, on board, or at the airport (if applicable), limitation of usage, price base and whether it is commissionable or not.

You can also specify products to which the extra may apply, as well as currency and amount (optional).

Tip : In this module you can specify products to which the extra may apply and amount for them. You can leave the amount field empty if you would like to customize it when adding the extra to the Product

Tip : Multiple settings for payment (i.e. in advance and on board) can be selected for the extras with Extra cost category

Tip : Please note that the currency of Extras (in case you require a prepayment) should be equivalent to the currency of your vessel. In case extras should be paid on board or in the airport different currency can be selected

Tip : Extras with Obligatory category which require prepayment will be automatically added to the cart

Choose unlimited (if the extra is used year-round) , or specify date ranges when the extra is available or not available.

Choose from the following (the list is different depending on type):

Specify if commission payable to agent applies to this extra

Click 'save'

Tip : if set as non-commissionable, the tax (GST, VAT, IVA) will be calculated from the net amount (after commission deduction)

Tip: if set as non-commissionable and the "calculated from public price" setting is enabled, the tax (e.g., GST, VAT, IVA) will be calculated based on the public amount before deducting any commission

To modify an extra click the triple dot symbol to the right of the extra and click 'edit'
(Alternatively, click on the extra to zoom in and click 'edit' on the screen that opens up to the right)
Update the details as needed and click 'save'

To delete an extra click the triple dot symbol to the right of the extra and click 'edit'
Click 'delete'
Click 'delete' again on the pop-up screen to confirm