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Upselling and percentages

  • August 7, 2023
  • 11 replies
  • 160 views

Thor
  • Senior Apprentice
  • 3 replies

Hello 🙂

I currently work with data with an emphasis on finance.
We pay percentages to the staff who manage to upsell upgrades, late checkouts etc. 

However, we could extract this data semi-automatically in our last property management system.
No easy task, mind you. Exponentially increasing workload based on the number of staff on each property. This is something I am struggling to find in Mews; I know that there is a posting ledger but it’s lacking the functionality that I am looking for.

Is there an option in Mews to export the following data:

  • Upsell (based on sale codes)
  • From the start to the end of each month
  • Salesperson (receptionist) specific 
  • Net value

The end result would look something like this:

| Jenny |      Upgrade    | 02.05.2023 | 18 euro | 

| Aaron |      Upgrade    | 04.05.2023 | 18 euro |

| Fatim | Late checkout | 09.05.2023 |  9 euro  |

I’ve done the calculations for one property manually on our old PMS system, and there are close to 3000 rows on one property per annum. There is no reason at all for this not to be automated and integrated to tableau or power bi.

More important of course is the staff percentages 🤗
Just curious if anyone has any experience with this, mews staff who have any recommendations or potential apps to use.

Best answer by MatthiasH

Hi @Thor,

The accounting report is certainly an option, agreed.
However, in our experience this shows much more information than you actually need on a daily basis.
In our opinion, the Posting Journal is much easier to use as this includes all postings per day, with the “creator” mentioned, but without all the accounting configurations mentioned. You can easily create an export schedule for these, to have them send to you at a certain inverval.

11 replies

Mick
Guru
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  • Guru
  • 142 replies
  • August 12, 2023

Hi @Thor

I don't think you'll be able to achieve this in Mews natively, you could use the API to export,store & report on some of the data however last time i checked, the employee ID is not provided with the output via the API. 

I don't have any other ideas, perhaps someone else does. 


Thor
  • Author
  • Senior Apprentice
  • 3 replies
  • August 14, 2023

Hi @Mick 
Thanks for the reply! 🙂
I’ll be sure to do some more digging then. I was hoping not to go through the marketplace as we did manage to get this data in our previous PMS, regardless of how manual that task was.


MatthiasH
Senior Guru
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  • Senior Guru
  • 151 replies
  • August 14, 2023

Good Morning @Thor and @Mick,

 

I think there is currently no “easy export” available for this.
However, maybe the posting journal can work?

Unfortunately, I cannot think of any other report either.


marketa.oupicka
Mews Employee
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  • Mews Employee
  • 264 replies
  • August 14, 2023

Hello @Thor,

as @Mick and @MatthiasH said, there is no easy solution at the moment.

For now you can look into the Oaky integration as they have the reporting required for upsell. Once we have full Upsell in Mews then we'll have reporting, but this will still take some time!

Another idea, could you use the action log filtered by employee and the action (space change & re price) to see the upsells that employee did? 

Thank you!


  • Superstar Contributor
  • 66 replies
  • August 14, 2023

Hi all,

We also use the posting journal and filter for the product and then for the staff.

Unfortunately the action log cannot be exported otherwise we would love to use this report for many functions.  


coline.poussiere
Mews Employee
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Hi Thor, 

 

Could the detailed accounting report not be used for this info?

From what I understand of your original question, the employee adds a product to the reservation and they get a reward which is a percentage of that amount.

In the exported accounting report you will have the name of the creator in column J (the one who added the product) and the net value in column W.

 

Let me know if I misunderstood the situation

 


marketa.oupicka
Mews Employee
Forum|alt.badge.img+1
  • Mews Employee
  • 264 replies
  • August 16, 2023

Hello all,

there is a feature request about the export of action log, please make sure to vote for it! 😎

Have a great day!


Thor
  • Author
  • Senior Apprentice
  • 3 replies
  • August 16, 2023

Hello everyone.
Thanks for the great feedback! 😎 

@MatthiasH 
It seems as if the exported accounting report is the way to go, as @coline.poussiere mentioned, with the creator being labelled in column J. 

@MarketaOupi 
I’ll learn more about the action log to see if I can proceed. We have Oaky at one of the properties I worked at before my current position, but I am almost certain this is optional for each hotel. Working on the prior system, I saw that the complexity of integrating a third-party service as Oaky proves inconvenient for the data we want.

From what I understand now, I need to create a service product for each category;
Upsell / late checkout / early check-in etc. 
And then extract that from the accounting report or possibly the action log. If possible to export, of course. And then have it cleaned and connected to a dashboard in either PowerBI or Tableau.


MatthiasH
Senior Guru
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  • Senior Guru
  • 151 replies
  • Answer
  • August 16, 2023

Hi @Thor,

The accounting report is certainly an option, agreed.
However, in our experience this shows much more information than you actually need on a daily basis.
In our opinion, the Posting Journal is much easier to use as this includes all postings per day, with the “creator” mentioned, but without all the accounting configurations mentioned. You can easily create an export schedule for these, to have them send to you at a certain inverval.


Thor
  • Author
  • Senior Apprentice
  • 3 replies
  • August 16, 2023

@MatthiasH 
How could I miss that,
That’s exactly what I am looking for!
 

Service Item Status Order Creator Created Owner Charges Rebates Cost
Accomodation Service / Product Active Accomodation Property ID (Guest name, early check in) Employee Name 15.08.2023 10.36 Guest name 100,00 kr 0,00 kr 100,00 kr


Above is the export and how it looks if anyone is interested.
Thanks a lot for the help, this is fantastic and simple source data to use for exporting 🤓


coline.poussiere
Mews Employee
Forum|alt.badge.img+1

@MatthiasH 
How could I miss that,
That’s exactly what I am looking for!
 

Service Item Status Order Creator Created Owner Charges Rebates Cost
Accomodation Service / Product Active Accomodation Property ID (Guest name, early check in) Employee Name 15.08.2023 10.36 Guest name 100,00 kr 0,00 kr 100,00 kr


Above is the export and how it looks if anyone is interested.
Thanks a lot for the help, this is fantastic and simple source data to use for exporting 🤓

Happy to see the possibility to export the Posting Journal is what you were looking for. It is indeed possible to use if the creation date is what is important, rather than the consumption one.