Product Surcharge Management

Overview

Section	Details
Title	Product Surcharge Management Tool
Purpose	Allow admins to manage surcharges based on criteria such as seasonality, travel period, group size, type (all travelers, adult, child, senior, infant, room) and supplier charges. These surcharges should be dynamically triggered by buyers' selections in the front-end POS, reflecting the admin-defined criteria and displaying the breakdown in the order-to-cash documents.
Proposed Solution	Implement a Visual Rule Engine/Condition Builders/Script Editor or similar (example)
Benefits	Streamlines pricing management by allowing dynamic surcharges based on specific criteria, ensuring accurate and transparent billing. It enhances flexibility, reduces manual errors, improves customer experience with clear breakdowns, and ensures consistent application of pricing rules throughout the order-to-cash process.
Use Cases	Sample 1 (free & easy) / Sample 2 (room) / Sample 3 (land tour)
Expected Usage Level	LOW (<30%) - MID (31-70%) - HIGH (>70%)
Remarks	Currently at least 2 agencies will require this feature by Mid-Jan 2025 + this request posted by Jorim.

Requirements

FUNCTIONAL RELATED:

1. Surcharge Management: Ability for admins to define surcharges based on:

Seasonality (e.g., peak or off-peak periods)
Travel period (e.g., specific dates, weekends, holidays)
Group size (e.g., number of travelers, family groups)
Traveler type (e.g., adult, child, senior, infant, room)
Supplier charges (e.g., charges from airport taxes, fuel charges)

2. Dynamic Triggering: The system should automatically trigger surcharges based on the buyer's selections in the front-end POS, including:

Specific dates, group sizes, or traveler types chosen during the booking process.

3. Admin Interface: A user-friendly interface for admins to:

Set surcharge criteria and conditions without coding.
View and edit surcharge rules.

4. Front-End POS Display: The surcharges should be clearly displayed in the front-end POS, with:

A detailed breakdown of surcharges based on the buyer's selection.
Real-time updating as the user modifies their selection.

5. Order-to-Cash Cycle: The surcharge breakdown must be reflected in the order-to-cash documents:

Invoice, quotation, or order confirmations.
Display a detailed breakdown of surcharges in the final documents.

NON-FUNCTIONAL RELATED:

1. Performance: Surcharges should be calculated and displayed in real-time, without significant delay, ensuring a smooth user experience.
2. Usability: The system should have an intuitive interface for admins, requiring minimal training to manage surcharges.
3. Scalability: The feature should be scalable to handle different products, services, and dynamic changes to surcharges over time.