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Policies

The Policies file is designed to facilitate the setup of policies within the Inventory platform. It's necessary for managing policy-specific data and relate to the rates created previously.

File Name Format

The file name format for the Policy Setup is as follows: clientCode-providerCode-HotelCode#ContextCode-policies.csv.

If you have any questions about how to add the requested information to create the file name, you can consult the following link:
Importance of the file name for TravelgateX's FTP uploads

Policy

ElementMandatoryDescription
Rate Code1Unique identifier that associate this policies to a unique rate.
Refundable1Indicate if it is a refundable policy or not. Example: (0 - False (not refundable)) or (1 - True (refundable)).
Days Before0Number of days prior to check-in when the cancellation policy takes effect.
Penalty Value0Amount to be paid if the book is canceled in the range of days that this policy is effective.(Check the Penalty Type Codes).
Penalty Type0Type of penalty to be chosen between: Percentage, Amount and Nights.
Start Date0Indicate the starting date of the policy. Format date: dd/MM/yyyy.
End Date0Indicate the ending date of the policy. Format date: dd/MM/yyyy.

Sheet Format Example

inventory_csv_policies-setup

CSV Format Example for Channel Managers

Rate Code;Refundable;Days Before Arrival;Penalty Value;Penalty Type;Start Date;End Date
"123RATE_TEST";"1";"2";"100";"Amount";"20/05/2024";"25/05/2024"

Additional information

Penalty Type
Amount
Nights
Percentage