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Configuring Ultra Lite Session 6

Overview

Session six (6) is the final session in configuring your RMS Ultra Lite system, the below topics will take you through the steps on going Live with your RMS system.

Steps to Going Live

We have outlined the below document on steps to going live.  Your trainer will work through these steps with you.

Steps to Going Live - Click once on the underlined wording to see the steps article.

Daily Front Office Procedures

We have created the below Daily Procedures Guide to assist you with your daily functions with RMS.  The link below has a document format that you can download and alter to suit your properties needs.

Daily Procedures Guide for Ultra Lite systems

Related

Daily Procedures for RMS Ultra Lite
This topic is a guide only to assist you in your daily procedures within your RMS system. CLICK HERE to download this procedure in word document format. Logging into RMS9 Open your internet browser (E.g. Internet Explorer, Firefox, Chrome etc) Go to www.rms.com.au Hover the mouse over Login Left Click once on Login to RMS9 When the RMS9 Login page appears enter your RMS Client No., Username and Password then click on Login Adding a New Booking From any screen within RMS9 Click once on Charts on the Navigation bar Choose Booking Chart from the sub list (or you may use the short cut icon on Navigation bar shown below) Once on the chart navigate to the Area / Arrival Date that you wish to make the reservation for. When you have found the cell which corresponds to the Area and Arrival date of your reservation, left click once in the cell to receive the Option box shown below, left click once on 'Quote/Add Reservation'. You will now be taken to the Add Reservation screen shown below The first four (4) fields in the guest details column are smart search fields.  These fields allow you to search for a guest that may have stayed with you before by using their Phone number, Email, Surname or Postcode OR you may even use a combination of these fields. Once you start entering information into any of the four (4) fields the screen will change as per the below screen shot Any multiple matches found will show on the right of the screen, and to select one of these matches simply double left click on the guest’s name. However if a single exact match is found it will automatically populate the guest details column for you immediately. If no match can be found you may manually enter the contact information for the guest into the fields provided. Now that we have found our guest we will taken directly to the Arrival Departure calendars. Select the Arrival Date from the left hand calendar and the Departure Date from the right hand calendar then choose OK. Now that you have entered the relevant information, click once on Save/Exit to create your booking. This will now pull the availability from your Database, which will upload to your websites Finding an Existing Booking From any screen within RMS9 Click once on ‘Reservation’ found on the Navigation bar, then choose ‘Find Reservation’ from the sub list (or you may use the short cut icon on Navigation bar shown below) Under the heading ‘Search On’ select ‘Surname Given’ Under the heading ‘Status’ tick the specific status of Cancelled, Unconfirmed and Confirmed Under the heading ‘Options’ enter the guest Surname The results of your search will appear listed on the right hand side of the screen. When you have located the reservation you wish to cancel left click once on the reservation number displayed in blue text in the first column. NOTE: If only one match is found the system will automatically open the reservation screen for you. Cancelling an Existing Booking Locate the Booking from either going to the ‘Booking Chart’ or ‘Find a Reservation’. Once you have the reservation screen open left click once on the 'Cancel' button found on the bottom left of the screen. You will receive the below message, select YES. To Exit the reservation screen, left click once on the Save/Exit button in the bottom right corner. This will release this room back into availability ready to be sold again Extending an Existing Booking Locate the Booking from either going to the ‘Booking Chart’ or ‘Find a Reservation’. Once you have the reservation screen open to extend the guests stay change the number of nights on the screen to reflect the new number of nights stays. Once completed select Save Exit. Building a Reservation List Report This report is typically used when you need to get a list of all reservations over a specific dates based on certain criteria for example you may want to know for the current week which reservations were made by an online agent as opposed to over the phone. From any screen within RMS9 Click once on Reports on the Navigation bar Choose Daily from the sub list, then Reservation List Once you have chosen the criteria you wish to build your reservation list for select the build button on the bottom right corner of the screen.  The report will then render and display like the below How to change an Online Rate You may wish to override your existing Rate for a quick special or to manage your availability From any screen within RMS9 Click once on Charts on the Navigation bar Choose Rate/Availability Chart from the sub list (or Short Cut on Navigation bar) Choose the date you wish to over ride and right click in the cell Choose the option ‘Manually Override Rate’ enter the ‘from’ date and ‘to’ date then the new rate, select Apply/Exit when complete. Note that the rate displayed in the cells for the dates you have chosen will now appear in red. How to change an Onine Allotment You may wish to override your existing Availability to perform a stop sell etc Choose the date you wish to override and right click in the cell Choose the option ‘Manually Override Allotment’ enter the ‘from’ date and ‘to’ date then the new allotment, select Apply/Exit when complete. Note that the allotment number displayed in the cells for the dates you have chosen will now appear in red.
Steps to Going Live
This article is a guide to what steps will need to be performed to be live with RMS.



 

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Last modified
11:21, 7 Mar 2014

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