Use the following article links to learn about common Sales Manager tasks and functions in RoomKeyPMS
Login
Use the following articles to learn more about managing a RoomKeyPMS Login:
Create & Manage Corporate Accounts
You can use the Corporates module to manage Online Travel Agents (OTA's) like Expedia and Booking.com. Follow the steps below to create OTA accounts, including room & tax routing and automatic reservation notes using the Attach Note field. NOTE: if an OTA has two or more billing methods, we recommend you create an account for each method. For example:
- Expedia.com Hotel Collect
- Expedia.com Prepaid
Create
- How to Create a Corporate Account
- How to Attach a Rate to a Corporate Account Using the Rate Wizard
- How to Attach a City Ledger Account to a Corporate Account
Manage
- How to Modify a Corporate Account
- How to Delete a Corporate Account
- How to Remove a City Ledger Account from a Corporate Account
- How to Update Existing Reservations After Billing Changes were made to the Corporate Account
Manage Corporate Reservations
- How to Create a Reservation for a Corporate Guest
- How to Check-Out a Reservation to the City Ledger (ie: Direct Bill)
- How to Transfer Charges to the City Ledger after Check-Out
- How to Fix Incorrectly Transferred Charges to the City Ledger
- How to fix a Guest Folio Charge that should have gone to the City Ledger
- How to tell if a Group, Wholesaler or Corporate Account was Properly Setup for City Ledger Billing
Sales Manager Commission Tracking
Corporate Account Reports
Create & Manage Wholesaler Accounts
Create
Manage
- How to Modify Wholesaler Account Information
- How to Modify a Wholesaler Block
- Wholesaler Blocks with Overbooking Limits Display
- How to Delete a Wholesaler
- How to Remove a City Ledger Account from a Wholesaler Account
Manage Wholesaler Reservations
- How to Create a Reservation for a Wholesaler Account
- How to Check-Out a Reservation to the City Ledger (ie: Direct Bill)
- How to Transfer Charges to the City Ledger after Check-Out
- How to Fix Incorrectly Transferred Charges to the City Ledger
- How to fix a Guest Folio Charge that should have gone to the City Ledger
- How to tell if a Group, Wholesaler or Corporate Account was Properly Setup for City Ledger Billing
Wholesaler Account Reports