Unit Type Policy Editor

Transcription

1 Unit Type Policy Editor Unit Type Policy Editor Panels Unit Type Policy Editor This powerful policy editor allows you to create your business rules for Cancellations, Deposits, Security Deposits, Reservation Changes, Minimum/Maximum Stay, Check In preferences and Reservation Fees. You can create one policy that applies to ALL unit types or highlight a single unit type and create a policy only for that one type. Multiple policies can be created for each unit type. Select a unit type to create or review the policies. Unit Type Policy Description This allow s the user to edit the policy descriptions for all the Unit Types or set specific policies for individual Unit Types. This option also provides the user with the capability to edit the Terms and Conditions, Directions, Confirmation Text and the General Policy of the Global business Page Down to see explanations of each panel

2 Action Buttons Elements Click the Add button to add a new Unit Type Policy Click the Delete button to remove the specified Unit Type Policy Click the Cancel button to cancel any unsaved changes and refresh the page Click the Submit button to save changes you have made Policy Group Tabs Select the appropriate Tab to create/edit the subsequent policy. 3 Unit Types Tree list displaying all the Unit Types which can be edited by selecting it and then selecting the Policy Number Tab. 4 Policy Number Tab This indicates how many policies are associated with the selected Unit Type(s). Once a policy is associated, the user must click the appropriate number tab to display the configuration for that policy which can then be edited if necessary. 5 Policy Editor The editor will allow the user to configure the settings for the specified Unit Type(s)

3 Cancellation Policy Group Tabs Cancellation policies allows the user to configure multiple policies for the calculation of fees when a reservation is cancelled. The Unit Type(s) applicable, Rate Group, Time Period, Taxes and if it is applied only to Online bookings can be configured. Deposit Deposit policies allows the user to setup multiple policies for all Unit Types or individual Unit Types at an established date prior to Check- In. When an advance reservation is made the pre-configured Deposit is calculated when the operator takes a payment. NOTE: A Deposit is money taken prior to the reservation Check-In date and is held in a Deposit Liability account. 3 Security Deposit Security Deposit policies allows the user to setup multiple policies for all Unit Types or individual Unit Types at an established date prior to Check-In. When an advance reservation is made, the pre-configured Security Deposit is calculated when the operator takes a payment. NOTE: A Security Deposit is money taken prior to the reservation Check-In time and is held in a Deposit Liability account. The Security Deposit can then be taken as a payment or refunded to the client. See Next Page for other Tabs

4 4 Change Under Development Policy Group Tabs cont d 5 Min/Max Stay This tab allow the user to configure the policies for the Length of stay and the creation of reservations. 6 Check In This tab allows the user to customize the prescribed Check In Days within a date range. 7 Rez Fee The Rez Fee policy allows the user to set multiple policies for reservations.

5 Cancellation/Deposit/Security Deposit/Rez Fee Policy Type Click Add to create a new policy or select an existing policy from the display to edit. Unit Type: Display the current Unit Type name. Label: Enter a label for the policy. Product (For Security Deposit Only): This allows the user to select the product/charge for which the Security Deposit is to be applied to. Policy Applicability Rate Group: Select from the drop down the rate group this policy applies to. Applies To: Select from the drop down the situation that the policy is to be applied. Days: This is only applicable if Days Before Check In or Days After Made Date is selected from Applies To:, allowing the user to set how many days Rez Length: The user is able to set the Reservation length criteria for the policy 3 Data Range At Check In Select Any Date or Between and set the date range, that will apply to the policy. Apply Tax To Calculations If % Based (For Deposit and Security Deposit Only): Check box if the Tax is to be applied to the calculations when the deposit is based is on a percentage. 3

6 Cancellation/Deposit/Security Deposit/Rez Fee Unit Type Policy Editor Select from one of the following: Minimum Charge: This will over-ride the options below if they are under the nominated amount, leave blank if not required. Flat Amount: The system will apply this amount every time. Number of Nights tariff to charge. Pro-Rate?: Check box to prorate fee. If unchecked, select the time period from the drop down box and the fee will average out over the number of days stayed divided by the number of days penalty. Percentage: This is based on the total reservation balance Round: This is based on the total reservation balance Web-Based Bookings Only: Check the box if the policy applies to Web bookings only. 3 4 See Next Page for other features

7 Cancellation/Deposit/Security Deposit/Rez Fee Deposit Conversion The user defines and what point and the time period in days of when the deposit is to be converted into revenue 3 Deposit Due (For Deposit only) This allows the user to determine when the Deposit payment needs to be made whether before check In or after the Reservation made date. The option is selected in Due When and the amount of days required is entered in the # Of Days field. 4 Apply After Tax (For Cancellation and Rez Fee only) Check box if the Fee is to be applied after Tax. 3 4

8 Options Min/Max Stay Maximum Length of Stay: This is the maximum time period in days that a booking can be made for. Enter a zero (0) if there is no prescribed length of stay Prescribed Length(s) of Stay: The user can set the prescribed length of stay for a booking. For example: 3,7,4 indicates that a booking has to be made for a length of 3, 7 or 4 days. Enter a zero (0) if there is no prescribed length of stay Reservation Creation- Minimum/Maximum Days in Advance: This is the minimum or maximum amount of days a booking can be made in advance. Entering a value other than zero(0) restricts the number of days in advance that reservations can be made i.e. Entering in a Max Value of 365 no reservations can be made 366 days from today. This is a rolling number calculated from today s date. For example if 365 is entered, then only reservations with a check in date less than 365 days from today s date would be allowed. Reservation Creation- Future Date Cutoff: Select the date with which no bookings can be made to fall on or after. For example a cutoff time Oct 3 st 0, no bookings can be set to end on the 3 st or after the 3 st. The latest date a booking can be set till is the Oct 30 th 0. Minimum Stay Minimum length of stays can be set for any length of time, season or all year. Click Add to enter a minimum stay criteria for a specified date range. The date range and minimum stay in days is entered. Multiple configurations may be set. Click DEL to remove the desired configuration. Special Notes The Min/Max Stay policies may be overridden when a booking is attempted that does not adhere to the policies on the console. Click Override to continue with the booking or click OK to cancel the booking A zero (0) may be placed in the fields if there are no stipulations on the Length of Stay or for bookings to be made

9 Check In Policy Group Tabs This tab allows the user to set the prescribed Check In Days within a date range. The user has the to the ability to select Any to allow for Check In on any day or the individual desired days. Click the DEL button to remove the desired configuration.