Company Rates
Setup and assign Company Rates in RMS.
Company Rates limit the access of Rate Types to a particular Company.
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Information
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Setup
- Add Button
Information
Company Rates limit the access of Rate Types to a particular Company.
A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.
Company Rates can be used to limit the Rate Types available to a Company based on any contracts or negotiations.
Negotiated or Contracted Rates can be setup as a Derived Rate Type to simplify setup and maintenance.
Users will require Security Profile access to use this feature.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Setup > Property Options > General Information in RMS.
- Navigate to the 'Reservation Options' tab.
- Select the checkbox 'Use Rate Types for Companies'.
- Save/Exit.
- Go to Setup > Company in RMS.
- Select the 'Edit' icon on an existing Company.
- Navigate to the 'Rate Assignment' tab.
- Select the
'Add' icon. - Select a Property.
- Select the Rate Types and choose the
icon. -
Optional: Setup Validation Dates.
- Select 'Add'.
- Select the Date Range.
- Save/Exit.
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Optional: Select the checkbox 'Hide Rate on Correspondence.
- Save/Exit.
- Save/Exit.
Selecting the option to hide the Rate on Correspondence will remove the Rate Amount when merging correspondence to send to this Company.
-
Guide
- Add Button
Guide
Go to Setup > Property Options > General Information in RMS.
Navigate to the 'Reservation Options' tab.
Select the checkbox 'Use Rate Types for Companies'.
Select 
'Save/Exit' to store the changes made and leave the setup.
Go to Setup > Company in RMS.
Select the 
'Edit' icon on an existing Company.
Navigate to the 'Rate Assignment' tab.
Select the 
'Add' icon.
Select a Property.
Select the Rate Types and choose the 
icon.
Optional: Setup Validation Dates.
Select 'Add'.
Select the Date Range.
Select 'Save/Exit' to store the changes made and return to the Rate Assignment screen.
Select 'Save/Exit' to store the changes made and return to the Company setup.
Optional: Select the checkbox 'Hide Rate on Correspondence.
Select 
'Save/Exit' to store the changes made and leave the setup.
Setup
Have your System Administrator complete the following.
- Go to Setup > Property Options > General Information in RMS.
- Navigate to the 'Reservation Options' tab.
- Select the checkbox 'Use Rate Types for Companies'.
- Save/Exit.
- Go to Setup > Company in RMS.
- Select the 'Edit' icon on an existing Company.
- Navigate to the 'Rate Assignment' tab.
- Select the 'Add' icon.
- Select a Property.
- Select the Rate Types and choose the
icon. -
Optional: Setup Validation Dates.
- Select 'Add'.
- Select the Date Range.
- Save/Exit.
-
Optional: Select the checkbox 'Hide Rate on Correspondence.
- Save/Exit.
- Save/Exit.
Selecting the option to hide the Rate on Correspondence will remove the Rate Amount when merging correspondence to send to this Company.
-
Guide
- Add Button
Guide
Go to Setup > Property Options > General Information in RMS.
Navigate to the 'Reservation Options' tab.
Select the checkbox 'Use Rate Types for Companies'.
Select 'Save/Exit' to store the changes made and leave the setup.
Go to Setup > Company in RMS.
Select the 'Edit' icon on an existing Company.
Navigate to the 'Rate Assignment' tab.
Select the 'Add' icon.
Select a Property.
Select the Rate Types and choose the icon.
Optional: Setup Validation Dates.
Select 'Add'.
Select the Date Range.
Select 'Save/Exit' to store the changes made and return to the Rate Assignment screen.
Select 'Save/Exit' to store the changes made and return to the Company setup.
Optional: Select the checkbox 'Hide Rate on Correspondence.
Select 'Save/Exit' to store the changes made and leave the setup.