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    Category Upgrade Offer

    Add an Upgrade Offer to a Category in RMS.

    Decision Tree

    An Upgrade Offer uses validation criteria to determine if a Reservation qualifies for an upgrade to a higher value Category on the day of arrival.

    • Information
    • Setup
    • Add Button

    Information

    An Upgrade Offer uses validation criteria to determine if a Reservation qualifies for an upgrade to a higher value Category on the day of arrival.

    Validation criteria includes the Category and Rate Type selected on the Reservation, the Reservation Stay Dates and the Property Occupancy.

    The Upgrade Offer will appear on a Reservation on the Arrive Date if the Validation Criteria is met and an Area is available for all Reservation Stay Dates in the upgrade Category.

    Accepting the Upgrade Offer will set the Bill Category to the originally booked Category, allocate an available Area in the upgrade Category and create the Upgrade Fee on the Reservation Account using the Sundry Charge and Rate Calculation set on the Upgrade Offer.

    The Rate Amount on the Reservation will use the Bill Category set with the Upgrade Fee added separately. Calculations for the Upgrade Fee do not include Additionals or Packages.

    Delete

    Category, Area, Arrive, Reservation, Guest, Sundry and Rate are default System Labels that can be customised.

    System Administrators will require Security Profile access to setup this feature.

    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Category/Area in the Side Menu of RMS.
    2. Select the 'Edit' icon on an existing Category.
    3. Navigate to the 'Upgrade' tab.
    4. Select the 'Add' icon.
    5. Enter an Occupancy Range.
    6. Select the checkbox for a Rate Type.
    7. Select a Valid Period and choose the Date Range or Rate Period.
    8. Select the Upgrade Category.
    9. Select the Rate Calculation and enter the Upgrade Fee Amount or Percentage.
    10. Select the Upgrade Sundry Charge.
    11. Enter the Upgrade Offer Script.
    12. Optional: Select the checkbox 'Day of Arrival'.
    13. Save/Exit.
    Delete

    A Sundry Charge setup with the checkbox 'Area Upgrade' selected is required to apply an Upgrade Fee.

    The higher upgrade fee will apply when a flat amount and percentage is entered. The percentage calculated does not include Additionals or Packages.

    The Upgrade Offer will appear on a Reservation on the Arrive Date if the Validation Criteria is met and an Area is available for all Reservation Stay Dates in the upgrade Category.

    • Guide
    • Add Button

    Guide

    Go to Setup > Category/Area in the Side Menu of RMS.

    Select the  'Edit' icon on an existing Category.

    Navigate to the 'Upgrade' tab.

    Select the  'Add' icon.

    Enter an Occupancy Range.

    Select the checkbox for a Rate Type.

    Delete

    Length of Stay restrictions and Minimum Charge Per Period setup on a Rate will not apply to the Upgrade Offer.

    Select a Valid Period and choose the Date Range or Rate Period.

    Select the Upgrade Category.

    Select the Rate Calculation and enter the Upgrade Fee Amount or Percentage.

    Select the Upgrade Sundry Charge.

    Delete

    Only a Sundry Charge setup as an Area Upgrade Sundry will be available for selection.

    Enter the Upgrade Offer Script.

    Optional: Select the checkbox 'Day of Arrival'.

    Select the  'Save/Exit' icon to store the changes made and return to the Category.

    Select the  'Save/Exit' icon to store the changes made and leave the Category.

    The Upgrade Offer will appear on a Reservation on the Arrive Date if the Validation Criteria is met and an Area is available for all Reservation Stay Dates in the upgrade Category.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Category/Area in the Side Menu of RMS.
    2. Select the 'Edit' icon on an existing Category.
    3. Navigate to the 'Upgrade' tab.
    4. Select the 'Add' icon.
    5. Enter an Occupancy Range.
    6. Select the checkbox for a Rate Type.
    7. Select a Valid Period and choose the Date Range or Rate Period.
    8. Select the Upgrade Category.
    9. Select the Rate Calculation and enter the Upgrade Fee Amount or Percentage.
    10. Select the Upgrade Sundry Charge.
    11. Enter the Upgrade Offer Script.
    12. Optional: Select the checkbox 'Day of Arrival'.
    13. Save/Exit.
    Delete

    A Sundry Charge setup with the checkbox 'Area Upgrade' selected is required to apply an Upgrade Fee.

    The higher upgrade fee will apply when a flat amount and percentage is entered. The percentage calculated does not include Additionals or Packages.

    The Upgrade Offer will appear on a Reservation on the Arrive Date if the Validation Criteria is met and an Area is available for all Reservation Stay Dates in the upgrade Category.

    • Guide
    • Add Button

    Guide

    Go to Setup > Category/Area in the Side Menu of RMS.

    Select the  'Edit' icon on an existing Category.

    Navigate to the 'Upgrade' tab.

    Select the  'Add' icon.

    Enter an Occupancy Range.

    Select the checkbox for a Rate Type.

    Delete

    Length of Stay restrictions and Minimum Charge Per Period setup on a Rate will not apply to the Upgrade Offer.

    Select a Valid Period and choose the Date Range or Rate Period.

    Select the Upgrade Category.

    Select the Rate Calculation and enter the Upgrade Fee Amount or Percentage.

    Select the Upgrade Sundry Charge.

    Delete

    Only a Sundry Charge setup as an Area Upgrade Sundry will be available for selection.

    Enter the Upgrade Offer Script.

    Optional: Select the checkbox 'Day of Arrival'.

    Select the  'Save/Exit' icon to store the changes made and return to the Category.

    Select the  'Save/Exit' icon to store the changes made and leave the Category.

    The Upgrade Offer will appear on a Reservation on the Arrive Date if the Validation Criteria is met and an Area is available for all Reservation Stay Dates in the upgrade Category.

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