Add a promo code when sending a quote
Ability to add a promo code on the pop up where I’m sending a quote to a guest. Otherwise I just have to manually modify my rate and doesn’t allow us to track promo utilization. And if I add it as a line item then it's a post-tax deduction which means the guest isn’t getting charged properly (and doesn’t reflect the correct nightly rate in analytics either).
Jenn Eddy
shared this idea
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Michael Mowrer commented
When sending a quote to a guest through the quote popup, there should be an option to apply a promo code directly within the quote interface.
Currently, there is no way to apply a promo code when generating a quote. The only workaround is to manually adjust the rate, which creates several operational and reporting issues.
Current Limitations
No promo tracking
Manually adjusting the rate prevents tracking promo code usage.
This makes it impossible to measure promotion effectiveness.
Incorrect tax handling
If the discount is added as a line item, it becomes a post-tax deduction.
This means the guest is not being charged correctly because the discount should reduce the pre-tax nightly rate.
Inaccurate analytics
Adjusting the nightly rate manually causes analytics to reflect the modified rate rather than the original rate with a promotional discount.
This distorts reporting on ADR, promotions, and pricing strategy.
Requested Functionality
Add a Promo Code field within the quote popup so that when sending a quote to a guest, the system can:
Apply the promo code to the nightly rate before taxes
Calculate taxes correctly based on the discounted amount
Track promo code usage in analytics and reporting
Maintain accurate nightly rate data
Operational Benefit
Ensures accurate tax calculations
Maintains clean pricing analytics
Enables promotion tracking
Eliminates manual rate edits when sending quotes