Lesson 13 - Cancellation Charts
In this lesson you will learn how to:
- Create a Standard Cancellation Chart
- Link a Standard Cancellation Chart to a Booking Code
Introduction
Discussion
For many services standard cancellation terms apply. These terms can be defined in a cancellation chart.
If a product has different cancellation terms than normal a separate cancellation chart can be created and linked to the product.
Scenario
We have received the standard cancellation terms and conditions for products in the 2012-2013 catalogue. Our accounting department have asked us to enter these terms in DaVinci.
Step-by-Step: Create a Cancellation Chart
To create a new cancellation chart:
- Select Configuration>System setting.
- The System setting menu will open.
- Select Conditions.
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The last menu viewed is opened when Configuration > System setting is selected, so you may find the Conditions menu rather than the System setting menu opens. |
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- Select Cancellation chart.
- Right-click on the right side of the screen.
- Select New.
- The Cancellation chart window will open.
- Enter Standard in the Name field.
- Select Purchase + Sales in the Valid for field.
- For the Standard cancellation chart the following columns will be used:
- Description
- Days before departure
- Product type
- Percent
- Currency
The following cancellation terms will apply, if a customer cancels a holiday from the Catalogue 2012-2013 catalogue.
Cancellation table:
Day(s) before Departure |
Percentage of holiday |
56+ |
10 |
28 – 55 |
25 |
14 – 27 |
50 |
1 |
75 |
0 |
100 |
If a customer cancels their holiday on the day of departure 100% of the holiday price must be paid, if cancelling 56 days before the date of departure 10% of the holiday price is paid
Cancellation 0 days before departure:
- Enter 0 days in the Description column of the last row.
- Enter 0 in the Days before departure column of the last row.
- Select Basic price in the Product type column of the last row.
- Enter 100 in the Percent column of the last row.
- Select EUR in the Currency column.
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The percentage figure refers to the percentage of the holiday price which must be paid in the event of a cancellation |
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Using the cancellation table above repeat for the remaining cancellation periods:
Step-by-Step: Link the Cancellation Chart to a Booking Code
- Open the Services menu.
- Open the BEWO12/13> The Americas > Caribbean > Grenada.
- Open the Blue Horizons Garden Resort Booking Code.
- Select the Booking Code tab.
- Select 100% Cancellation in the Cancellation field.
- Select OK to save.
The cancellation terms have to be created per product type.
The cancellation chart is now successfully linked to the Booking Code