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Introduction

The Rules Setup feature allows users to automate rate adjustments based on predefined conditions and specific date ranges. To access this feature, navigate to Channel Manager > Rules Setup. rule-setup-page On this page, you will find various tools to create, manage, and apply rate rules.

  1. Opens a pop-up window to add a new rule.
  2. Start the Tour: Launches an interactive guide for this page.
  3. Rule Type: Controls item visibility. You can filter which rule types are displayed on the page.
  4. Search: Find matching data by typing a keyword into the search bar

Create New Rules​

To create a new rule:

  1. Click the + Create button. button-create
  2. A pop-up window will appear. Fill in the form: pop-up-create
    • Rule Type: Choose one of the three available options rule-type
      • General Used to define specific periods without applying any price adjustments. This rule type only requires setting the date range and applicable days.
      • Rate Multiplier Used to automatically adjust prices by increasing or decreasing the rate based on either a fixed amount (IDR) or a percentage (%). Suitable for dynamic pricing strategies.
      • OBP (Occupancy-Based Pricing) Used to set different price values based on the number of guests (pax). You can specify the pax count and assign a price adjustment value for that pax level.
    • Rule Name: Enter a name for the rule. rule-name
    • Condition List: Add one or more conditions using the + Condition button. A new pop-up window will appear. See How to Add Condition for details. add-condition
  3. After completing all required fields, click Create Rule. create-rule-button

How to Add Condition​

The condition fields shown will depend on the selected rule type:

  • General general-condition If you choose this rule type, you only need to configure the Period. See How to Set Period for more details.
  • Rate Multiplier rate-multiplier-condition You must fill in the following fields:
    • Condition: Choose Increase or Decrease.
    • Value Type: Choose Amount (IDR) or Percentage (%).
    • Amount / Percentage: Enter the value (Maximum: 10 digits for IDR, 100% for percentage)_.
    • Period: See How to Set Period for more details.
  • OBP obp-condition You must complete the following fields:
    • Pax: Select between 1–20 pax.
    • Custom: Enter the custom name.
    • Value Type: Choose Amount (IDR) or Percentage (%).
    • Amount / Percentage: Enter the value (Maximum: 10 digits for IDR, 100% for percentage)_.
    • Period: See How to Set Period for more details.

How to Set Period​

Each condition can have one or more periods. If you set multiple periods and any of them overlap (e.g., 01/01/2024–05/01/2024 overlaps with another range), the most recently added period will take priority.

  • To set a period:

    1. You can choose to input the date manually or select from an existing saved period.
      • Manual Input: Select the date range in the date range field. period-input-manual
      • Saved Period: Choose a previously saved period from the dropdown list. period-input-2
    2. Days Field: Select the days on which the period applies. You must select at least one day. choose-days

  • You can add additional periods by clicking + Period, which will create a new period section. Fill in the fields as needed. add-period

  • To delete a period, click the trash icon. delete-period

  • You may also save a period by clicking the save button (bookmark icon), making it available in the Saved Period dropdown list for future use. save-period

Add New Condition​

You can add a new condition to any existing rule.

  • Click the + Condition button within the rule item. add-new-condition
  • A pop-up window will appear. Fill in the required fields. Refer to How to Add Condition for more detailed steps about how to add condition.

Edit Rules​

Rename Rule​

To edit a rule’s name:

  1. Click the pencil icon next to the rule name. button-edit-name
  2. A pop-up window will appear containing the name field. rename-rule
  3. Modify the name as needed, then click Save Changes to apply the update or Cancel to discard it.

Edit Condition on Rules​

To edit a specific condition within a rule:

  1. Expand the rule by clicking the arrow icon on the right side. edit-condition
  2. In the condition list, find the condition you want to edit.
  3. In the Action column, click the three-dots menu (⋮).
  4. Select Edit. A pop-up window will appear.
  5. Update the necessary fields. Then click Update Condition to save and apply the changes. edit-condition-2

Delete Item​

Delete Condition​

To delete a condition:

  1. Expand the rule by clicking the arrow icon on the right side. remove-condition
  2. Locate the condition you want to remove.
  3. In the Action column, click the three-dot menu (⋮).
  4. Select Delete to remove the condition.
  5. Confirm the deletion by clicking Confirm in the confirmation pop-up, or click Cancel to discard. confirm-delete

Delete Rule​

To delete a rule:

  1. Click the trash icon on the right side of the rule item. delete-rule
  2. Confirm the deletion by clicking Confirm in the confirmation pop-up, or click Cancel to discard. delete-rules

[!warning]
Deleting a rule will automatically remove all conditions associated with it.