Discount & Markup Templates
Create reusable pricing adjustments to streamline order entry.
Discount and markup templates are reusable pricing adjustments that you can apply to bookings when creating or editing orders. Instead of manually entering the same discount or surcharge each time, you define a template once and use it across multiple orders.
Template types
Each template is either a discount (reduces the price) or a markup (increases the price).
- Discount — Subtracts from the booking price. Use for promotional offers, volume discounts, or early-bird pricing.
- Markup — Adds to the booking price. Use for commissions, surcharges, or handling fees.
Calculation modes
Templates support two calculation modes:
Dynamic (percentage-based)
The adjustment is calculated as a percentage of the booking subtotal. When the subtotal changes, the adjustment automatically recalculates.
Example: A "10% Early Bird Discount" template applies 10% off regardless of the booking amount.
Fixed (flat amount)
The adjustment is a fixed currency amount that stays the same regardless of the booking subtotal.
Example: A "Handling Fee" template always adds a fixed amount to the booking.
Targeting product types
By default, a template applies to all booking lines when used. You can optionally restrict it to specific product types:
- Accommodation
- Activity
- Flight
- Rental Car
- Ticket
- Transportation
- Insurance
- Item
- Accessory
Example: A "Flight Discount" template targeted to Flights only applies to flight booking lines, leaving accommodation and activity lines unchanged.
Leave the product type selection empty to apply the template to all booking lines.
Managing templates
Templates are found under Inventory > Discount & Markup Templates.
Creating a template
- Click Add to open the template form.
- Enter a name that describes the adjustment (e.g., "10% Early Bird Discount").
- Choose the type — Markup or Discount.
- Toggle Dynamic on for percentage-based, or leave it off for a fixed amount.
- Enter the percentage or fixed amount depending on the mode.
- Optionally select target product types to restrict where the template applies.
- Click Save.
Editing and deleting
Use the action menu on each template row to edit or delete it. Deleting a template does not affect orders that already used it — the adjustment remains on those bookings.