Benefits are set up via the Setup Benefits form with the following options:
Benefits and detail bands are shared across all marinas.
For each benefit, it is also possible to set up free visitor nights to be applied to the customer's account for any visitor mooring between the dates specified - the following details can be set:
With the benefit detail bands, it is possible to set up different free nights for promotional periods by setting the valid from and to dates.
Discount groups allow you to set up different groups of discounts which can be applied to different customers. The groups can be set to be active for specific time periods and can be for single service/stock items or for charge types (which then covers all service/stock items of that type). Discount groups are shared across all marinas, but the items are specific to each marina, allowing for different promotional items and discounts per marina. Discount groups can be assigned direct to a customer through F10 setup boats or through a benefit.
The following information can be specified for each discount group:
For each discount group, service/stock items or charge types can be added as qualifying items with the following details:
To set/change the pence per unit discount, press the yellow Edit button.
To select/change the discount item to use on the invoice, press the red % button.
Discounts can be applied in two ways to a contract, both via the Discount button in setup contracts. They can either be a free-typed discount % or a set % selected from a drop-down list. Selecting a discount from a list can be turned on or off by setting 259 (ContractDiscountByServiceCode).
When
turned off, you can simply enter the % discount as a value. To show
this discount as a separate line on the invoice, the service code to use
is specified by setting 203 (MooringDiscountCode). To show the discount
in the contract mooring line, leave this setting blank.
When selecting discounts from a drop-down list, the drop-down list is populated from the service item's setup with the "Is Discount" flag ticked. To set the discount % associated with the service item, set the value to the % to give / 100 so for 10% you would enter 0.1 in the value box for the service item. When this discount is selected on the contract, the correct % is shown in the discount box and a separate line will be added to the invoice. The service code against the discount selected is the one used on the discount line on the invoice.
These work in much the same way as those for contracts (above). To apply a discount to a visitor payment, select the Options button on the visitor payment form to see the discount box. The other settings work in the same way.
This is a separate loyalty scheme which can be set up where a customer can have a number of free visitor nights applied to their account. The current number of free nights on a customer's account can be viewed and edited in the Customer tab in Setup Boats (Visitor Days). The number of free visitor nights can be set automatically either from a Benefit (see Benefits section) or from a contract. It is possible to specify the number of free visitor nights that should be applied to the customer's account against each contract type in Setup Charging Rates. The free nights are applied to the customer's account when a contract of that type is started.
The free nights can then be used when doing a visitor payment using the Loyalty Scheme section in Visitor Payment. The current number of days on the customer's account are shown together with a box where the user can select how many free nights to use on this visitor payment.
It is possible to automatically assign any free visitor nights on a customer's account when doing a visitor payment by turning on setting 243 (AutoUseFreeVisDays). When turned on, HavenStar will automatically try to assign free visitor nights to the visitor payment.
A maximum number of free nights to use in any one visitor payment can also be specified by setting 245 (FreeVisDaysMaxUse).
The free nights show as a separate line on the visitor payment and invoice. There are two ways this line can operate - either as a zero value line but showing how many free nights have been used, or as a discount line. To show the free nights used as a discount line, turn on setting 241 (FreeVisDaysAsDiscount). The service code to use for the free nights line is specified either by setting 152 (FreeVisMooringCode) or, if a benefit has been set up to give free visitor nights and assigned to the customer, from the associated benefit. The discount code against the assigned benefit is used in preference to the FreeVisMooringCode setting.
This works in much the same way as visitor nights, in that the number of free storage ashore days can be setup against different contract types in Setup Charging Rates. These are then allocated to the customer's account in the same way. The number of current free storage ashore days on a customer's account can be viewed and edited in the Customer tab in Setup Boats (Storage Days).
Free storage ashore days can be used in works orders when specifying a hardstanding stay and work in much the same way as free visitor nights on visitor payments except that, presently, the free days are only shown as a zero value line with the number of days applied and NOT as a discount line. The service code used for this line is specified by setting 204 (FreeStrgAshCode).