Tree Menus allow you to perform an action in the Rate Tree. You can use these menus to perform any of the following on the selected rate plan or rate:
Search for a rate
Rename, delete, or copy a rate.
Add an item to the rate.
Copy a rate template.
Lock a rate.
Right-click a rate plan type or rate to display its menu.
This menu allows you to add a new rate plan type or copy a rate template to the rate tree. A rate plan type would be a class of rates (for example, Contracted Rate Plans) within a specific item group (for example, Lodging).
Deleting a Rate or a Rate Plan
To shorten the cycle time for finding and updating rates, you can use the rate tree search feature. To search for a rate:
In the Rate Tree, right-click Add Rate to display the Rate Type Menu.
Select Search Rate… from the menu. The Rate Search Text pop-up window appears.
Enter the rate name in the Search Text field.
Click the Search button. The rate name appears on the screen under the Rate (external reference) label.
Click the 
button to the right of the rate
to automatically go to that rate in the Rate Tree and display the
rate status calendar for that rate.
To add a rate type:
Select Add Rate from the menu. The Add Rate pop-up window appears.
Enter the rate plan type name and click the Add Rate button. The new rate plan appears in the Rate Tree. The Rate Wizard starting screen appears.
To copy an existing rate type template to the Rate Tree:
In the Rate Tree, right-click Add Rate to display the Rate Type Menu.
Select Copy Rate Template from the menu. The Copy Rate Template pop-up window appears.
Select the template from the list of available templates.
Click the Copy Rate Template button. The rate plan template appears in the Rate Tree.
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Note: When copying a rate template, you will be limited in the number of fields you can edit in Rate Setup. The fields pre-populated when the template was created will not be accessible. |
This menu allows you to search for, add, rename, delete, copy or lock a rate, or add an item to the rate. A rate (for example, Negotiated Rate) would be common to a specific rate plan type (for example, Contracted Rate Plans).
To add a new rate:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Add Rate from the menu. The Add Rate pop-up window appears.
Enter the rate name (can be up to 45 characters including spaces) and click the Add Rate button. The new rate appears in the Rate Tree and the Rate Wizard starting screen appears.
To rename a rate or rate plan:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Rename Rate for the menu. The Rename Rate pop-up window appears.
In the New Rate Name field, edit the existing name or enter a new one (can be up to 45 characters including spaces).
Click the Save Changes button. The renamed rate or rate plan appears in the Rate Tree.
To delete a rate or rate plan:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Delete Rate from the menu.
In the confirmation pop-up window, click the Ok button.
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Note: Deleting the rate or rate plan will not affect reports. All bookings that were made against the deleted rate or rate plan will still be presented in applicable reports. The deleted rate or rate plan information will be maintained in the system as inactive. |
Using this option, you can clone and existing rate plan and create a new rate plan using all or selected information from the existing rate plan.
To copy an existing rate plan to the Rate Tree:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Copy Rate from the menu. The Copy Rate pop-up window appears.
Enter the rate name in the New Rate Name field.
Enter a destination email address for notification of when the copy process has completed.
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Note: If you have a notification email address set in Channel Settings for rate change notifications, you can use that email address and leave this one blank. |
Select the checkboxes for the information you want included, from the copied rate, in the new rate (Calendar, Inventory, Restrictions).
Click the Copy Rate button. The new rate appears in the Rate Tree.
Use the Rate Wizard or Rate Setup to make changes.
To copy and existing rate template to the Rate Tree:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Copy Rate Template from the menu. The Copy Rate Template pop-up window appears.
Select the template from the list of available templates.
Click the Copy Rate Template button. The rate template appears in the Rate Tree under the selected rate plan.
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Note: When copying a rate template, you will be limited in the number of fields you can edit in Rate Setup. The fields pre-populated when the template was created will not be accessible. |
Using this option, you can lock a rate so that it cannot be booked.
A rate with a Dollar Sign and Stop icon (
) indicates
that the rate is locked and not available for booking.
To lock a rate:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Lock Rate from the menu.
In the confirmation pop-up window, click the Ok button.
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Publish Rate from the menu.
In the confirmation pop-up window, click the Ok button.
To add an item to a rate:
In the Rate Tree, right-click the rate plan you where you want to add the new rate. The Rate Menu appears.
Select Add Item from the menu. The Items pop-up window appears.
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Note: The items that appear in the window are those not currently assigned to this rate. |
Select the item you want to add.
Click the Ok button.