Migrate Pricelist

Overview

The Migrate Price List function allows users to perform a bulk copy of all price lists from one agency to another. This operation can only be performed between agencies within the same company.

To migrate pricelists, choose Migrate price list from the Price List menu.

Steps to Migrate Price Lists

1. Access the Feature

   • Select Migrate Price List from the Price List menu.

2. Select Source and Destination Agencies

   • From Brand: Choose the source agency from which price lists will be copied.

   • To Brand: Select the destination agency that will receive the copied price lists.

3. Set Tag (Optional)

   • Enable the Set Tag checkbox and select a tag from the dropdown.

   • The selected tag will be applied to all price lists in the destination agency.

   • For more information on defining and using price list tags, refer to the related training video.

4. Adjust Prices (Optional)

   • Increase/Decrease Amount: Enter a value to be added or subtracted from all price fields on destination price lists. Positive numbers increase prices; negative numbers decrease prices. Only already set prices on the destination are affected.

   • Increase/Decrease Percentage: Enter a percentage to adjust all price fields. Positive numbers increase prices; negative numbers decrease prices. Only already set prices on the destination are affected.

   • Note: Amount and percentage can be applied together; the percentage is applied first, followed by the amount.

5. Copy Max Rooms (Optional)

   • Check the Copy Max Room checkbox to copy maximum room fields from source price lists to the destination.

6. Brand Assignments

   • By default, the migration also replicates brand assignments on transports, hotels, resorts, extras, and discounts.

   • To copy only price lists without changing brand assignments, check Copy Only Price Lists.

7. Source Agency Filtering (Optional)

   • Certain entities (transports, resorts, destinations) can have a Source Agency assigned in their General Settings.

   • Enable the option to migrate only those entities where the source agency matches the selected From Brand. This prevents overwriting prices when migrating between the same agencies.

8. Execute Migration

   • Click Migrate Prices to perform the bulk copy.

Migration Log and Search

• All migrations are logged to track past actions.

• To search through migrations, click Search Migrations and filter by:

  • Brand

  • User who performed the migration

  • Date of migration

• Show Hidden: Displays migrations older than the number of days specified in System Setup → Hide Filters.