Pricing

Introduction

March 21, 2016 admin Leave a Comment

The taxes must first be defined in the Taxes section of the Main Menu and then assigned on a per event basis to those events where taxes are applicable.

Taxes are retroactive. If you assign taxes to an event, after people have already registered for the event, the GL Account Report will show the tax breakdown.
GL (General Ledger) Account Report

The GL (General Ledger) Account Report tracks the various taxes and makes it easy for financial officers to report and submit government taxes.

Again, be sure to enter the total base cost, including all taxes, in Event Definition.

Cashiers Note: Cashiers have the ability to override an event price. If they do so, the system will assign the appropriate tax calculation based on the new price. Enter the over ride price without the taxes and the system will add the appropriate taxes.
How to Define a Tax

Go to Edit > Pricing > Taxes
If no taxes have yet been defined, the following screen will appear:

Click on

and the default tax screen will appear:

Description

On/Off	Off = This tax is off On = This tax is On	You can set taxes up in advance. Set the Flag to “OFF”, assign them in Event Definition and then turn them ON at a later time when ready to set the taxes live.
Tax Name	i.e. GST, HST, PST, QST
Tax Rate	As a percentage – enter numeric value
Tax Type	Normal or Compounded Formula (For states/provinces with a compounding tax system: i.e. Quebec)	Compounded is for taxes like Quebec’s QST, where the QST is calculated on the subtotal of the base costplus the GST. $100.00 x 7% GST = $7.00 $107.00 x 7.5% QST = $8.025 $100.00 + $7.00 + $8.00 = $115.02Normal setting calculates the tax on the base cost only $100.00 x 7% GST = $7.00 $100.00 x 8% PST = $8.00 $100.00 + $7.00 + $8.00 = $115.00
Currency	CAD = Canadian Dollars USD = American Dollars
GL#	General Ledger Number	Enter GST, PST, etc. and the GL Account Report will distribute the taxes accordingly
Government Tax #	Enter the GST number in this field
Invoice Description	Enter the GST, PST, etc. and this description will appear on the Invoice/Receipt

Click on
After saving your tax, you see the screen below:Taxes can be edited by clicking on “Edit Defined Taxes”, delete a tax with the “Delete Tax”switch, or click the “Create New Tax” button to add another tax.
Now the taxes must be applied to each event
1. Go to Edit > Events
2. Select the event and click on
3. Under the “Event Settings” tab, select “Event Pricing (basic)” from the left-hand navigation menu
4. Under the “Applicable Taxes” heading, select the tax from the drop-down menu
5. Click on
6. Repeat for all applicable events

Apply a Coupon to an Event

March 21, 2016 admin Leave a Comment

Go to Edit > Events
Select the event and click on
There are two places that coupons can be applied:Event Pricing (Advanced): Here you can set discounts for early registration and discounts for registrants who register together.Event Groups/Collections: Here you can set discounts for multiple event registrations.

Event Pricing (Advanced)

Description

Early Registration Discount	If a discount is to be provided for early registration, check this box. Two fields will appear where you may select the name of the coupon to apply and the last date of early registration. Note that the discount will automatically discontinue at 12:01 am on the date entered.
Group/Family Discounts	Discounts may be applied if a certain number of registrants register in the same transaction. Select ‘registrants’ and the coupon to apply from the drop-down menus.
‘Nth Registrant’ Group Discount	Select any coupons to apply for the Nth registrant in a group.

Event Groups / Collections

What is a Group?A group is defined implicitly. This means that when a name of a Group is typed into the text box, it becomes defined. Events that are associated with the same name become the “Group”. For a coupon to be activated, not all members of group must be selected. If two or more members of a group are selected, the coupons for each event are activated. Each event may have a different coupon applied even if they are all in the same group. Multiple coupons per event may be applied for the same event in one group.
Example #1

Event 1

Event 2

Above are the group tables for two different events. They are both a member of the group “Camps”. If the registrant registers for both events, then the group become “active”. This means that the coupons are activated. Event #1 will receive a 15% discount as well as a student discount. Event #2 will receive a 15% discount.
Example #2

Event 1	Event 2
Event 3

Above are the group tables for three different events. They are all members of the group “Camps”. If the registrant registers for a combination of two or three of the events, the group becomes “active”. Any coupons associated with the group will be “activated”. Note that Event #3 has no coupons associated with it. If a registerant registers for Events #2 and #3, Event #2 would receive a 15% discount. The price of Event #3 would remain unchanged. Since the registrant did not register for Event #1, it remains untouched.

What is a Collection?A collection is like a group, but to become “active”, a registrant must register for ALL members of the collection.
Example #1

Event 1

Event 2

Above are the collection tables for two different events. They are both a member of the collection “Camps”. If the registrant registers for both events, then the collection become “active”. This means that the coupons are activated. Event #1 will receive a 15% discount. Event #2 will receive a 25% discount.
Example #2

Event 1	Event 2
Event 3

Above are the collection tables for three different events. They are all members of the collection “Camps”. If the registrant registers for all three events, then the collection become “active”. This means that the coupons are activated. Event #1 will receive a 15% discount. Event #2 will receive a 25% discount. Because no coupon is associated with Event #3, it will receive no discount. Notice that the registrant must register for all three events for the discounts to occur. Had they registered for only Events 1 and 2, no discount would occur.
Volume Discount Rules
Rules can be defined to apply a coupon to a collection even when all members of the collection have NOT been selected. For example, if two of the three events are chosen, a 50% discount could be put on the second event. If a group is defined within “Volume Discount Rules”, a coupon can also be added specifically to apply to an individual event ONLY IF all members in the collection have been selected. This is done within the individual event settings and was explained above. See Volume Discount Rules for more information.

If coupons have been set up in the “Event Settings”, they must now be turned on for that event:
1. Click on the “Applicable Coupons” tab.
2. Select any coupons that apply to this event. Remember to check off any coupons you used for the event groups or collections.
Click on

Create a New Coupon

March 21, 2016 admin Leave a Comment

1. Go to Edit > Pricing > Coupons…

2. Click on Add

3 . Set the following Coupon Options:

Description

Coupon Name	Enter the name of the Coupon
Unique Coupon Code	Enter a code that will be used to identify the coupon. If the registrant is given this code it can be used to activate a discount.
Coupon Value	There are three choices: Absolute Dollar Discount – Reduces the price by a specific amount (can be in Canadian and/or US dollars) Percentage Discount – Reduces the price by a certain percentage Absolute Price Override – Sets the price to a new value (can be in Canadian and/or US dollars)
General Comments / Explanation (optional)	Enter a description of the purpose of the coupon.

4. Set the Applicable Events

Note: This can also be done in the settings for each event.

Click on the “Applicable Events” tab
Select the events to which the new coupon applies.

5. Set the Advanced Options

Click on the “Advanced Options” tab

Customize the following settings:


Description
Coupon Description	Enter a description of the purpose of the coupon. This can be displayed to the registrant on the invoice.
Display Coupon Description?	Select ‘Yes’ if the description should be visible on the invoice. If it should no appear, select ‘No’.
Maximum Number of Coupons Redeemable Per Registrant	Self-explanatory
Maximum Number of Coupons Available	Can be set to ‘unlimited’ or ‘fixed’. If ‘fixed’, enter a number in the text box.
Number Redeemed	This is not an entry field. This can be used to track how many coupons have been redeemed.

6. Click on