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RMS9

Modified 14:09, 24 Nov 2011 by admin

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Beginner tutorials

Applying Sundry Charges: Explains how to complete a self-paced learning exercise using a feature in the product.
Creating Expenses: Explains how to complete a self-paced learning exercise using a feature in the product.
Printing Statements: Explains how to complete a self-paced learning exercise using a feature in the product.
Voiding Charges: Explains how to complete a self-paced learning exercise using a feature in the product.
Voiding Expenses: Explains how to complete a self-paced learning exercise using a feature in the product.

Correspondence - Form Letters

Creating Form Letters

Exporting and Printing the Dashboard - Snapshot: There are many options for exporting your Dashboard Snapshot, this article will take you through what the options are.
Zoom Features of the Dashboard - Snapshot: There are many options for Zooming in and out of your Dashboard Snapshot, this article will take you through what the options are.

Meters

Performing Meter Reads: This article will take you through the steps on how to perform your meter reads in RMS9.

Copy/Reset User Fields: Explains how to complete a self-paced learning exercise using a feature in the product.
Setting Dwelling Fields: Explains how to complete a self-paced learning exercise using a feature in the product.
Setting Event Fields: Explains how to complete a self-paced learning exercise using a feature in the product.
Setting Online Fields: Explains how to complete a self-paced learning exercise using a feature in the product.
Setting Res Fields: Explains how to complete a self-paced learning exercise using a feature in the product.

Advanced tutorials

Applying Merchant Fees: This aricle will take you through the steps to turn on Merchant Fees for your Credit Card receipts, this feature allows you to pass forward the Merchant fees that you would accumulate when processing credit cards. Activating Credit Card Merchant Fees To activate the option to pass forward your Merchant fees to your guests you must first ensure that the option 'Use Credit Card' is checked in your General Information > Options tab From any screen within RMS 9 Click once on Setup on the Navigation bar Choose Property Options from the list Choose General Information from the sub list Check the option 'Use Credit Card', then select Save/Exit (see zoomed section of screen shot below) For your RMS9 system to recognise this new setting you must log out of RMS9 then log back in. Getting to the Credit Card Setup Screen From any screen within RMS9 Click once on Setup on the Navigation bar Choose Accounting from the list Choose Credit Cards from the sub list Adding/Editing a Credit Card Type To edit an existing Credit Card type double-click on the one you wish to edit from the list on-screen. You will be presented with the screen shown below. Go To the Online Fees Tab The Online Fees tab has two purposes; Apply Merchant fees If you wish to apply a merchant fee to any credit card receipt at the time of processing you will need to enter the relevant information into the below three fields; Merchant Fee: This is the figure including TAX that you wish to charge with each credit card receipt. No greater than: This is the figure that the fee should not exceed, normally this will be set to a high number that is not reached. Account Code: This is the G/L Acc Code that you wish the fee to apply to in your reporting. Apply Gateway Transaction fees This option is only functional for our UK customers and their online gateway. Once you have set your Merchant Fee, select Save/Exit.

Accounting

Discounts: This article will take you through the steps to add Discounts into your RMS system for use both within RMS and with RMSOnline.
One Trust Bank Account

Adding Custom Color to Booking Sources
Adding Custom Color to Companies: Coming Soon to RMSWeb!
Adding Custom Color to Online Agents: Coming Soon to RMSWeb!
Adding Custom Color to Res Types
Adding Custom Color to Travel Agents

Areas to Display Option - Booking Chart: This tutorial will take you through the steps on how to change the number of areas that display on the booking chart at any one time.
Area Width to Display Option - Booking Chart: This tutorial will take you through the steps on how to adjust the width of the first colum on the booking chart which displays the name of each area.
Column View By Options - Booking Chart: This tutorial will take you through the steps on how to change the view of your booking chart from days to weeks.
Days to Display Option - Booking Chart: This tutorial will take you through the steps on how to change the number of days that appear along the top of the booking chart.
Enable Data Window Option - Booking Chart: This tutorial will take you through the steps on how to have your Data Window active all the time..
Height of Area Option - Booking Chart: This tutorial will take you through the steps to change the height of the area rows displayed on the booking chart.
Show Area Description Column Option - Booking Chart: This tutorial will take you through the steps to display your area descriptions on the booking chart.
Show Area Dirty Indicator Option - Booking Chart: This tutorial will take you through the steps on how to display which rooms are considered dirty on your booking chart.
Show Traditional Tariff Period Color Option - Booking Chart: Explains how to complete a self-paced learning exercise using a feature in the product.
View By Option - Booking Chart: Explains how to complete a self-paced learning exercise using a feature in the product.

Adding a Special Event via the Booking Chart: This tutorial will take you through the steps on how to add a new special event from the booking chart.
How to Edit a Special Event via the Booking Chart: Explains how to complete a self-paced learning exercise using a feature in the product.
How to Use Special Events: Explains how to complete a self-paced learning exercise using a feature in the product.
How to View Special Events via the Booking Chart: This tutorial will show you how to view the details of a predefined special event in your booking chart.

Area Labels
Client Labels
Property Labels
Reservation Labels

How to Add Attributes: This tutorial will take you through the steps to adding a new Attribute into your RMS system and also show them on your RMS Booking Page.

Booking Source Contacts: Contact details of the person/s which you would correspond with in regards to this Booking Source can be added to the Booking Source record. Windows prevents use of special grammar symbols so commas, apostrophes, colons etc are to be avoided. It is best to keep to plain text.
Booking Source Expenditure: Expenditure will allow you to buget and report on revenue vs budget of your booking sources.
How to Add Booking Sources: This tutorial will take you through the steps to adding Booking Sources into your RMS system

Adding a Booking Template: This tutorial will take you through the steps on how to add Booking Templates into your RMS system.

Adding Business Lost Reasons: This tutorial will take you through the stepsto set up a master list of reasons a reservation did not proceed. Entires made here will be displayed by selecting the drop down arrow in the Business Lost field, on the Reservation details screen.

Adding a Special Event via the Lookup Tables: This tutorial will take you through the steps on how to add a Special Event through your lookup tables that will display on your booking chart.
How to Edit a Special Event via the Lookup Tables: This tutorial will take you through the steps on how to edit a previously entered special event through the lookup tables.
How to Remove a Special Event via the Lookup Tables: This tutorial will take you through the steps on how to remove a special event that is appearing on your booking chart.

Meters

Activating Meters for Areas
Activating the Meters Module
Adding Additional Charges to Meter Tariffs
Changing the Last Meter Read
Setting Tariffs for Meters

Accounting Labels
Area Labels
Client Labels
Dwelling Labels
Property Labels
Reservation Labels

Tariff/Availability Chart

Dynamic Pricing: The Dynamic Pricing feature allows you to automatically govern what Tariff is to be charged not only using the Tariff Periods but also on the Time out from the guests arrival and the Occupancy levels of your property on the dates the guest is in-house for.

Occupancy
Time Out

Default User Information: The Default user is used when you require all users to see the same fields and follow the same field settings e.g. visible fields, field ordering and mandatory settings.

Users & Security

Security Profiles
Users Information

Add a Troubleshooting Page

Troubleshooting pages are for users to identify reasons and fixes for problems. To mark a troubleshooting page, add the tag article:task-troubleshooting to any page.

Add a Reference Page to Your User Guide

Reference pages list essential facts about a feature or system. To mark a reference page, add the tag article:reference-feature to any page.

Welcome to RMS 9 Help.

The RMS 9 Help files are designed to assist you with both the Setup and Use of the RMS 9 system.

Throughout the RMS 9 program you will find both Movie icons and Help icons located in the top right hand corner of each screen. By clicking once on the icon you desire the help system will be loaded to the subject that relates to the page that you currently have open making the Navigation of the RMS 9 system a breeze.

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RMS9

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