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Offer Items: Accommodation

Accommodation Items are what is offered and charged to the student for homestay or any other form of accommodation. 

This offer item type requires the Equator Accommodation and Transfer Services App to be installed.

Create an Accommodation Offer Item

Permissions Required
  • Offers > View Offers

  • Offers > Edit Offers

  1. Go to the offer items tab for the offer of interest.

  2. Click on the New Item button and select Accommodation.

  3. A pop-up window will display.

The pop-up window has the following sections:

Product Information

  1. Search and select the desired product. The products available are displayed as a tree with the following hierarchy: Location>Faculty>Product. This will allow you to easily find and choose the right product.


  2. Select a Provider if needed. If this product or service is offered by an external provider, search for the provider by entering the name. As you enter the name, the matching options will start displaying.


Product Period

  1. Choose whether you want to create an accommodation request once the offer is converted.
    If you do not choose this option:

    • An accommodation request will not be created when the offer is converted.

    • A Tentative accommodation record will display on the Student Accommodation grid with status ‘Tentative’ until the offer is converted.

    • Once the offer is converted, the tentative accommodation will be removed and no accommodation request will be created.

  2. Select the Start Date and End Date for this product.
    By default, the Start Date is set as the Start Date of the course in the offer group selected. Change it if needed.

  3. The Length (wks) and Length (days) are calculated automatically.


Item Description

The description will be filled automatically. Update the description if necessary.

If you want to change the default format for the description (Offer Item Naming Format), use the Classic Desktop App and navigate to Utilities > Setup Configuration > Offer > Offer Item Naming and make the necessary modifications.



Add any Notes relevant to this item. If you’d like to append the note to the Item Description, click Use Notes in Description.


Billing Amount

The item amount is calculated based on the product settings. However, in some cases you might need to override the amount for this item (additional permissions are required).

Override Product Amount

Permissions Required
  • Offers > Override Offer Item Amounts

Enter the Amount as required.



Apply a Discount if required. Discounts can be applied in either percentage or as a fixed amount.

  1. Click Save to finish.
    Go to the following article for more details: Student Accommodation.


View an Accommodation Offer Item Details

Viewing the details for an Accommodation offer item is the same as for the all other offer types. See the section ‘View Offer Item Details’ on the Offer Items Article.

Edit an Accommodation Offer Item

Modifying the details for an Accommodation offer item is the same as for the all other offer types. See the section ‘Edit Offer Item’ on the Offer Items Article.

Delete an Accommodation Offer Item

Deleting an Accommodation offer item is the same as for the all other offer types. See the section ‘Delete Offer Items’ on the Offer Items Article.

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