Profit margin rules
Under Price List → Profit Margin Rules, users can define rules to set profit margin values in price lists.
Overview
The Profit Margin Rule feature defines how profit margins are calculated for different combinations of transport types, destinations, and stay lengths. The feature introduces more flexibility, allowing agencies to configure profit margins at multiple levels — global, resort, and transport — with dynamic combinations of departure gateways and stay lengths.
This enables the automatic creation of a large number of price lists, drastically reducing manual work and improving efficiency in price list generation and maintenance.
The Profit Margin Rules page allows you to define and manage profit margin settings across different destinations, transports, and agencies. These rules determine how much profit is applied to bookings based on specific parameters such as resort, passenger type, and travel period. This tool ensures that pricing strategies remain consistent, flexible, and automatically applied within the system.
Purpose
The purpose of this feature is to make the Profit Margin Rule system more adaptable to each agency’s by allowing multiple overlapping rule sets that can be stacked and combined. This ensures that agencies can:
Define global profit margins for GDS or charter flights.
Apply different margins for specific resorts or hotels.
Create transport-based rules that vary by route and stay length.
The result is a flexible, automated, and scalable system for defining profit margins that directly feeds into the Price List Generator.
Using the profit margin rule, all agencies can:
Configure complex profit structures without duplicate entries.
Adjust margins easily for specific destinations, hotels, or routes.
Automatically generate accurate, up-to-date price lists.
Reduce manual maintenance through flexible, reusable, and automated rules.
Instructions
Filters (Top Section)
Use the filters to narrow down the list of rules displayed below.
Rule types: Select which type of rule you want to view (Resort, Transport).
Departure start / stop: Define the date range for the departure period you want to see or edit.
Departures / Arrivals: Filter rules by departure or arrival locations.
Resorts: Select a specific resort if you want to see only rules for that destination.
Passenger Type: Choose the type of passenger (e.g., Adult, Child) that the rule applies to.
Stay Length: Filter by the length of stay defined in the rule. Used to filter rules for a specific steay length. Valid imput "7", "6-8", "7,14"
Show older: When enabled, displays Profit Margin rules with departure in the past.
Show codes: Displays system codes instead of names, useful for internal references.
Transports / Hotels (Edit buttons): Allows you to select specific transport or hotel references to filter results.
Display: Applies the selected filters to show the corresponding rules.
Clear: Resets all filters to default.
Rule List (Bottom Section)
Each row represents an existing profit margin rule. The table contains the following columns:
Agency
The travel agency to which the profit margin rule applies. Mandatory
Rule
Type of rule (e.g., Resort, Transport). Defines the scope of the profit margin. Mandatory
Passenger
Indicates which passenger type the rule targets (e.g., Adult, Child). Mandatory
Arrival
The arrival destination or city for which the rule is valid. Mandatory
Resort (Optional)
Specific resort linked to the profit margin rule.
Hotel (Optional)
The hotel associated with the rule, if applicable.
Transport Type
Specifies the mode of transport (e.g., Charter, Dynamic, Sy-real, System). Note: When a Transport type is selected, the Transport field will be populated with all transports related to the selected Transport type.
Transport (Optional)
Select the specific transport line that the rule applies to.
Departure Start / Stop (Optional)
Date range during which this rule is active.
Stay (Optional)
Length of stay in days covered by the rule. Support multiple stay lengths.
PM1 – PM4
Actual profit margin
Is Percent
Indicates whether the profit margin values (PM1–PM4) are percentages (✔️) or fixed amounts (❌).
Edit (✏️ icon)
Opens the rule for editing.
History (📄 icon)
Shows the history on the specific rule made
Delete (🗑️ icon)
Removes the selected rule permanently.
Additional Actions
Create — Opens a new page to create a profit margin rule. You can define all required parameters such as agency, destination, dates, and profit values.
Scheduled Rules — Indicates that a rule is planned to take effect in the future, replacing the current one.
Example Use Case
Creating New Rules
If Tourpaq DK wants to apply a 15% profit margin for Adult passengers traveling to Salzburg between 23-10-2029 and 23-10-2029, you would:
Click Create.
Select Agency: Tourpaq DK.
Choose Rule: Resort.
Define Passenger Type: Adult.
Set Arrival: Salzburg.
Enter PM1–PM4 values (e.g., 10, 15, 20, 30).
Mark Is Percent as true.
Save the rule.
The system will automatically apply these margins to all bookings that match the defined criteria.
Editing Existing Rules
Click the edit icon (pencil) next to the rule you want to modify
Update the necessary fields in the edit dialog
Save changes and verify they appear correctly in the grid
The Profit Margin functionality support more than one profit margin per rule, providing greater flexibility for agency configurations.
Each combination of Departure and Stay is unique within the Profit Margin section.
The system validates this uniqueness on the front end. If a duplicate combination is detected, the corresponding row or field will be highlighted in red.
Additionally, the system supports defining different profit margins for different departures, even when the stay length is the same within the same rule.
There are two types of rules: Transport Rules and Resort Rules.
For Transport Rules, users must:
Select the Agency, Rule (Transport), Passenger, Arrival, Transport
Define departure start and departure stop intervals.
Set the profit margin values (PM1–PM4) using the button Add Profit Margin rule. Negative profit margins can be set, but this requires the "Use negative value in profit margin" company feature. Please contact an administrator for assistance.
Also, here it is possible to add a Departure location and the stay length.
The system will then update all price lists created with the selected transports. For example, a rule setting PM1–PM4 for the interval 17.10.25 - 31.10.25 will apply to all price lists using transports and B-AG, covering all hotels at the corresponding destination for agency TorpaqDK.
Resort Rules can be created in three ways:
All Resorts Rule Applies to all price lists created with all hotels from all resorts available for the selected brand within the specified departure interval.
Resort-Specific Rule Applies to all price lists created with all hotels from a selected resort for the chosen brand within the specified departure interval.
Hotel-Specific Rule Applies to price lists created with selected hotels for the chosen brand.
STAY: The stay length of interval 1. If a hotel is specified, in the case of two matching rules (overlap), the most precise rule wins (if there is a rule with no stay and a rule that matches with stay, then the rule with stay is used).
Profit Margin Calculation: For a given brand and departure interval, the profit margin (PM) is calculated as: PM = PMT + PMD + PMH
Where:
PM: The profit margin is set in the price list.
PMT: Profit margin from the Transport Rule.
PMD: Profit margin from the Destination Rule.
PMD = PMA: Profit margin from the All Resorts Rule (defined at the destination).
PMD = PMR: Profit margin from the Resort-Specific Rule (overrides PMA).
PMH: Profit margin from the Hotel-Specific Rule.
Once added, rules are scheduled to update the profit margins. The same rule can be defined for different departure intervals.
Example: Profit margin rules are defined below:
The value in the price list will be the sum of profit margins from Transport, Resort, and Hotel.
Based on the profit margin value, prices are calculated.
Manual Changes: Any manual changes in the price list will overwrite values set by the rules.
Rule Updates: If a rule is later updated and scheduled, it will overwrite manually updated values in the price list.
Automatic Scheduling: A Resort Rule can be scheduled automatically when new price lists are created for hotels in that resort.
Behavior of the Profit Margin Value
The profit margin value only changes when it is manually updated through the Profit Margin Rule. When a new value is saved in the Profit Margin Rule, it overrides any manually edited profit margin previously entered in the Price List.
If other changes are made — such as adding new entities (which generate new price lists) or updating hotel costs — these actions will not alter the profit margin value. In these cases, the system will simply recalculate the final price based on the manually adjusted profit margin defined by the user.
Example:
An agency uses a Base Margin defined through Profit Margin Rules, and then they manually adjust the profit margin directly in the Price List, and they perform manual price adjustments for various purposes.
In this case PM1 will be updated when:
The Profit Margin itself is adjusted (departures, stay, amount)
The dates are adjusted
PM1 will not be updated when:
Adding a new Transport
Adding a new Hotel
Adding a new Room
Adjusting Allotment
Changing Hotel Costs
Changing Transport Costs
Editing Discounts, Supplements, or Extras
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