Category Full Overview

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This subject will take you through each tab/option available on the Category setup screen.

The Category Details tab

Display No:
Set the order in which you wish the Categories displayed on your booking chart. One (1) will be at the top of screen, Two (2) next and so on. The display number may be changed by clicking the Move button and selecting the number required from the drop down list.

Short Description:
Enter a name for the Category. For Example: Standard Rooms, Powered site, East Wing. It is this description which will appear on both receipts and reports etc.

Long Description:
A field to record additional descriptions, this field is optional.
If you have chosen to use RMSOnline it would be beneficial for you to enter information into this field as it is then displayed on your online booking screen.

Maximum No of Occupants per Area:
When a number is entered in this field, RMS will warn or block when the number of people per room exceeds this number.
 
Maximum No of Occupants per Category:
When a number is entered in this field, RMS will warn or block when the number of people per category exceeds this number. As this number deals with the overall category you will need to add up the number of occupants per room within this category then enter the total number. This option is commonly used with the Book by Category option under System Options, General Options.

Type:
Coming soon to RMSWeb

Account Code:
Select an account number/name to record revenues for this category against. The default setting requires a unique Account for each category but this may be overridden see System Option, Accounting Options if you wish to report on more than one category using the same account number.

Property:
If you have setup multiple properties, then you may attach a category to a specific property.
 
Layout File Name:
You can attach a picture of the category by simply browsing your network to find the picture file.
This field is also used for the RMSOnline module where the path would be a URL address to the picture which resides on the web.
 
Class:
Select Accommodation for categories with accommodation areas and Facility for categories with non-accommodation areas.
 
Category Manager:
If using RMS online to receive internet bookings you may select one RMS user to receive email notification of bookings being received. That user may then confirm the booking, allocate a room or undertake any further processing.

Rental per Sq. Mt.:
Coming soon to RMSWeb

Code:
This field is specifically for the Res Import routine, allowing to user to enter the type of accommodation that category accepts e.g. 4x4 or 4x6, in turn the import routine uses this field to determine what type of accommodation clients have requested and ensures there are sufficient allotments for that type.
Commonly used in UK properties.

Interconnecting Category:
Selecting this option activates the interconnecting category function, this option should only be selected if you have areas that are interconnecting. Please consult with an RMS Customer Support member before setting up your interconnecting areas.
 
Book By:
Accommodation categories will usually select By Night – the departure date will then default to one day later than the arrival date, awaiting any change required.
Facility / Event Management Module categories are frequently booked per day, and can select that setting. Default Arrival and departure dates will be the same date when book by day is selected.
 
Allow Multiple Reservations over the same time:
This field allow you to make multiple reservations in the same room over the same dates. Therefore over booking a room.

Available to Kiosk:
Only used with the Kiosk module of RMS.

Include on Housekeeper report:
If you wish your category to be included on the Housekeepers report you will need to tick this option.
No. of Areas to Hold from RMSOnline:
This option tells RMSWeb to automatically hold back X amount of areas from the RMSOnline module regardless if they are available or not.



The Housekeeping tab will only be relevant if you have chosen to use the Housekeeping Module of RMSWeb.

Here you can assign the default tasks for each category. To do this you must choose from the Task list on the left of the screen and using the > button move those tasks required to the right hand side of the screen.

You may also choose to set default Bed Configuration, this is an optional element of the Housekeeping module. The Bed Configuration set here will flow through to all rooms within the category.



The Attributes tab is where you can set specific Attributes for each category.

Click HERE to refer to the Attributes setup.



The Tariff Type tab allows you to set the way in which the Tariff will be created for reservations associated to this category.

The system will automatically set itself to Use Setting from Account Setup - See System Options, Accounting Options to see what you have set your system to.
Create Nightly Tariff: RMSWeb will charge one nights tariff each night of the reservations stay. This option is commonly used in conjunction with End of Day.
Create Total Tariff: When the reservation is checked in, RMSWeb will create a single line charge for the total accommodation.
User to Choose: Allows you to choose on a reservation by reservation basis whether to charge nightly or total tariff. Not a common choice.



The Rental Type tab allows you to make the Tax setting different for each category.

Commonly this tab is not changed.

The system default for this tab is Use Global Tax Setting from Account setup. See System Options, Accounting Options for further information.



The Budgets tab - Budget bed nights may be entered here, for comparison with actual achieved figures.
More Information coming soon



The Times tab allows you to set the Default Times and Available Times for each category.
Default Times are the default arrival and departure times for this property. They will automatically set themselves to the global setting found under System Options, General Options.
Available Times are used by Facility categories, this is the time from and to which the bookable areas are available for. Mainly used for bookable ovals, sporting grounds and conference rooms.



The Area tab shows a list of areas which are within this category. For more information on how to add Areas to a category please click HERE.

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