Company – when a Wholesaler Client Type is selected, the Company field will automatically populate. Use the drop down menu to select the appropriate Wholesaler Account for your reservation. This allows the PMS to further define which rates are available for a specific company. Notice in the drop down menu that there are two columns. The left column represents the Wholesaler Account Name; the right column represents the City Ledger (ie Direct Bill) Account that is attached to the Wholesaler.

NOTE: The magnifying glass icon can be selected to open the Wholesaler Module should you need to add a new Wholesaler Account at the time of booking.

1. Click on the “Refresh” button to the far right hand side of the screen to load the available Rates & Inventory for the Arrival and Departure dates selected. You will notice a box-outline flashing around it when it needs to be clicked.
2. The Inventory that displays is based on the block that is currently set for this Wholesaler within the Wholesaler Module. Rooms that are bookable as part of the block will be displayed in light blue, and rooms not being held in the block are displayed in red. The inventory numbers displayed are also specific to the block, and not the Hotel's overall inventory levels. To check the actual inventory available outside of a block, please consult the Inventory Calendar (F12), or simply click the "Details" button just left of the "Refresh" button.

NOTE: If you change any of the parameters at the top of the screen, you must select the “Refresh” button to update your Rates & Inventory.

TIP: If you right click on one of the Room Types in the list below, a description of the room you are selling will appear on your screen!

Select the “+” sign under the Rate column to display your Available Rates for a specific Room Type.

To select a rate, check the checkbox beside the Rate Name.

At this point, if you wish to assign a Room Number to the reservation, check the “Enable Assignment” box to the right of your screen. Use the drop down menu to select the desired Room Number (the list will only populate with the Room Numbers for the specific Room Type selected).

NOTE: Your property may not pre-assign or guarantee room numbers at time of booking, as availability for a specific room number can vary based by uncontrollable factors. Speak to your Manager to find out what your policy is in regards to pre-assigning Room Numbers.

Now select the appropriate checkbox under the “Book” column to correspond with the Room Type & Rate you are looking for.

NOTE: Once you place a check in this box, you are telling the PMS that you are locking in the selections you have made. After checking this box, you will notice that the top portion of the screen where dates are selected will grey out, as will the the Room Assignment drop down from the previous step. In order to make changes to Client Type, Arrival / Departure Dates, number of people in the room, the selected Rate Plan, or the assigned Room Number, you will first need to uncheck this box.

Once a checkmark has been placed under the “Book” column, you will see the Room Rate + applicable Taxes for the guest's stay populate in the box at the top of your screen, and a Reservation ID number will be assigned to the booking in the bottom left hand corner of the screen.

The first step should always be to search for an existing Guest Profile by using the Magnifying Glass icon to the right hand side of the screen. This way you can see if the guest has stayed at your property before, and already has an existing Guest history record.

Fill in either:

• Last Name (at least 1 characters needed) and First Name. (NOTE: The more characters you enter for first & last name the more streamlined your search will be)
• OR Loyalty Number

Select the Search button to the right of the screen to see if the guest has an existing Guest Profile.

A list of Guest Profile’s fitting your search criteria will appear in the screen below. If the guest you are looking for is located in the list, click on their name (ensure the black arrow is pointing towards their name) and select the “OK” button at the bottom of the screen. The Guest’s Profile Information will now automatically populate into the Guest Info Tab.

Reasons for doing a Guest Search:

• Makes the reservation process move a lot faster
• Ensures cleaner reporting (ie: # of guest stays) and a smaller more accurate database
• Duplicate Guest Profiles can be created if you manually enter the Guest Information for a guest that already has an existing Guest Profile in the PMS

If the guest does not have a pre-existing Guest Profile, select the cancel button within the Guest Search box and proceed to fill in the guest information manually into the Guest Data screen below.

Enter as much information as possible. The more information you enter, the more useful it will be to you in the future. The absolute minimum that you will be required to enter is the First Name, Last Name and Telephone Number. If your property has setup Required Fields, those selected fields will be mandatory as well, and be shown in bold.

TIP: When filling in a guest’s information, after inserting the U.S or Canadian Zip/Postal Code hit the TAB button and the PMS will automatically populate the City, Country and State for you!

• Opt into Marking Campaigns – check this box if the guest has agreed to be included in such things as Promotional Email Blasts
• Accept General Email – check this box if the guest has agreed to be accept general emails (ie: email confirmations) from your property
• VIP – check this box if this guest is to be identified as a VIP Guest. You may type more information regarding the guests VIP status in the blank box to the right of the VIP checkbox. NOTE: Once the reservation is created, the guest reservation will appear highlighted in green as a way of identifying the VIP reservation

• Source of Business – select how or where the guest heard about the property. Certain Statistical Reports in the PMS are produced based on Source of Business so it is important that this field is filled out to ensure accurate reporting.
• Guest Note – this area is for notes pertaining to the guest and will be saved on the Guest Profile and will appear on all future reservations until changed
• Reservation Note – this area is for notes pertaining to this reservation only and will not be saved on the Guest Profile
• Post Deposit – if the Policy in the PMS is set to take a deposit at the time of reservation, the amount of the deposit will appear in this box. Once the OK button is selected to create the reservation, the deposit will then be posted to the guest reservation.
• Payment Method – a valid method of payment must be placed on the reservation in order to guarantee the booking.

Credit Cards – this button allows you to add two or more credit cards on a Guest Reservation.

1. After selecting the Credit Cards button the “Available Credit Cards” box will appear.
2. Select the “New” menu at the top of the screen.
3. Enter the additional card information into the box below, and select the “Save” button and the additional card information will be saved.

Choose the Service you would like to add to the reservation by clicking on the Service, and then using the arrow pointing towards the left to add the Service to the reservation.

The item will now display in the selected box. If there is a price already attached to this service it will be displayed under the “Price” column.

NOTE: If there is no price, or you would like to change the price, simply enter the desired amount into the “Price” column.

The highlighted number indicates how many times the Guest Service is being applied to the reservation each day. This is typically based on how the Service is setup, and whether it is based on a "per person", or "per room" pricing model. In this example, the Breakfast service is set to post per person, per day. Because this reservation is for 2 people, it will post twice each day, once for each person in the room.  If you wish to change how many times per day this Service posts, you can alter this number up or down as needed. Enter "0" to omit the service for a specific date.

After you have selected the desired Travel Agent, you may manually enter the Contact Name into the Contact field below. Note how the Default Commission for this Travel Agent appears to the right hand side of the screen, if you wish to change the Commission Amount for this reservation only, input the new amount into the “Override Com%” box to the right.

Should you need to add more then 1 Travel Agent to a booking, use the “Add” button below to attach additional Travel Agents to the booking.

The Additional Travel Agents box will open, and you may attach another agent to this reservation, using the same steps as before.  You can change the commission percentage on this reservation only by entering a new amount into the "Override com %" box.

Next, input the information of the Guest that will be sharing the Room.

• First/Last Name – Enter the first & last name of the sharing guest
• Use Folio – Check this box if you wish for this guest to have their own specific Folio where charges can be posted
• Folio – Once the Use Folio box is checked, a folio number will automatically be assigned to this guest. Any charges this guest wishes to pay for can be posted to this folio
• Store as Guest – If you wish to create a separate Guest Profile for this guest, check this box and then enter the Guest Information into the box that appears.

Once the Guest Share information has been input, select the “Post” button to save.

After the Post button is selected, you will have the option to “Split Room Charges Equally” by checking the check box below.

Transaction Group – Use the drop down menu to select the Transaction Group where the Transaction Code is located (ie: Room Charge Transaction Codes are found under Room Charge, Payment Transaction Codes are found under Payment and all other Transaction Codes are located under Other Charges) If you are routing ALL charges then you would select <ALL>.

• Transaction Code - Select the Transaction Code you wish to Route.
• Folio Number – select Folio 1 unless you would like the Transaction to Route to a specific folio number on the destination reservation, use the drop down menu to select the applicable Folio Number. NOTE: The Route to the same booking box should NOT be checked, unless you intend to route the charges to another folio on the same reservation.
• Amount (Optional) - If the permission "1546 - Route By Amount" is enabled for both your property, and your user ID, you may see this field. The amount that you enter into this box will be calculated on a daily basis. For example, if my Room Charge is $200 per night, and I enter $75 into the Amount field, it will route $75 of the $200 daily Room Charge to the folio I choose.
• Percentage (Optional) - As with the Amount field, this will only be displayed if the permission "1546 - Route By Amount" is enabled for both your property, and your user ID.  This field acts as a modifier, and indicates that the value entered into the Amount field should be treated as a percentage. For example, if I enter "75" into the Amount field, and check the percentage box, the PMS will route 75% of the daily Room Charge, instead of $75.

• Now select where the charges are going to be routed. Using the “Filtered By” settings select whether the guest is In House, Reservations (not in house yet but has a reservation) or None (will show all guests)
• Select the "RELOAD" button to load the guest Res ID information
• Select the correct Res ID from your list (This is the destination Reservation where the routed charges should end up)
• Click "ADD"

If needed, continue the first three steps to add more transaction codes. Hit the "Add" button so the charges move up onto your list.

When the routing is successfully set up, it will be displayed in the list of routed charges.

• Transaction Group – Use the drop down menu to select the Transaction Group where the Transaction Code is located (ie: Room Charge Transaction Codes are found under Room Charge, Payment Transaction Codes are found under Payment and all other Transaction Codes are located under Other Charges) If you are routing ALL charges then you would select <ALL>.
• Transaction Code - Select the Transaction Code you wish to Route.
• Folio Number – select the folio number where you would like the Transaction Code to post.
• Route to the Same Booking – check this box
• Amount (Optional) - If the permission "1546 - Route By Amount" is enabled for both your property, and your user ID, you may see this field. The amount that you enter into this box will be calculated on a daily basis. For example, if my Room Charge is $200 per night, and I enter $75 into the Amount field, it will route $75 of the $200 daily Room Charge to the folio I choose.
• Percentage (Optional) - As with the Amount field, this will only be displayed if the permission "1546 - Route By Amount" is enabled for both your property, and your user ID.  This field acts as a modifier, and indicates that the value entered into the Amount field should be treated as a percentage. For example, if I enter "75" into the Amount field, and check the percentage box, the PMS will route 75% of the daily Room Charge, instead of $75.
• Select the “Add” button at the bottom of the screen

If needed, continue the first three steps to add more transaction codes. Hit the "Add" button so the charges move up onto your list.

When the routing is successfully set up, it will be displayed in the list of routed charges.