This process will detail how to ensure a smooth and efficient process when a previously packaged itinerary needs to be amended and the markup has been split across the items contained within the package.
Travel Folder and Package Creation
Firstly, the folder is created. This is currently unpackaged as indicated by there being no ticks in the P column for any of the item pricing lines as well as no green indicator on the Package button.
Let's have the travel folder packaged using a 30% markup and giving an agent split commission of 13%.
The airport taxes on the travel folder have been excluded from the package hence the 370.00 value in the Sell amount within the Folder Total Values area.
Add a Missing Itinerary Item
It has now become apparent that an item has been missed from the packaged itinerary and so this needs to be re-calculated. For this scenario I have added a day tour in Cape Town to visit a winery.
To update the package, you can delete the Package Pricing line by clicking the Package button, then clicking the delete button next to the package pricing line.
Click OK to confirm then click YES to delete the package as well.
The result will be that the Travel Folder will now be totally unpackaged yet the original markup will remain across the previously packaged items. The winery trip, which was not included in the original package will show as 0.00 commission, split comm and split comm VAT.
If the package is now recreated to include the additional winery trip, the commission amount and split commission amount may change.
You should be able to re-adjust the commission and split commission values to be in line with the original and this should adjust the values accordingly across the packaged items.
Click OK to save the package pricing line and OK to save the package.
The travel folder should then show the correct indicators for the packaged and unpackaged items along with the right calculation of values for them in the Folder Total Values area.
Sometimes, when you create a package, it will generate some strange figures such as those shown in the image below. In this example, you can see that Dolphin has packaged the items but has created a negative value for the commission, split commission and split commission VAT.
This can occur if you have used the Select All button to tick all items including the airport taxes and then you untick the airport tax lines. You can see that Dolphin has tried to share the split commission onto these lines even though the commission value remains 0.00. The reason for this is that the airport tax pricing line does not have the "Is Markup" checkbox ticked as it should not be marked up but Dolphin is still trying to share the split of commission across the item.
Therefore, you should always tick each pricing line individually to include in the package so that this issue does not occur.
You can edit the amounts directly in this grid, so you should be able to zero down the split commission values on the airport tax price lines and ensure that they are unticked.
You should also then reset the commission and split commission values on the packaged pricing lines as Dolphin will not re-share them correctly. This can be done within the packaging screen by opening each item and adjusting accordingly.
If you get the situation whereby you have some crazy figures appearing, it is recommended to delete the package and going through the pricing grid to zero out the amounts. An example of the crazy amounts is shown below as it is unlikely that commission of 208,278.22 would be correct on a ticket of 500.
If you access each pricing line from the Pricing tab of the Travel Folder, it is, in my opinion, easier to see your progress especially with the number of items that your itineraries contain.
Once you have the folder back to 0.00 commission and 0.00 split commission, you can re-package again, but remember not to use the Select All button
You should find that the package builds correctly and has the appropriate mark-ups and split commission across the included items.
A video of using the Package Markup Fee option rather than markup markup distribution is below.
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