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Introduction to the Reservation Quotation Register

If you need to issue a Quotation to an Agent and/or a Customer for a Hotel Reservation, use one of the following methods:
  • Create a Reservation with an Unconfirmed Status in which you have specified a Room Package. This method will be useful if you need to quote a single Customer for a single Room. If you are not using the Include Unconfirmed in Overbookings and/or Include Unconfirmed in Availability options in the Hotel Settings setting, using Reservations in this way will not affect Room allocation calculations. Unconfirmed Reservations will appear in the Resource Planner.

  • Create a Reservation Quotation. You can use a Reservation Quotation to quote a single Customer for a single Room, but you can also quote a Customer or Agent for a number of Rooms, perhaps with different Room Types. Reservation Quotations are not part of the Room allocation calculations and do not appear in the Resource Planner.
Reservation Quotations are now described. Please refer here for details about Reservations.

After entering a Reservation Quotation, you can print it and send it by email, and you can create Reservations from Reservation Quotations.

To open the Reservation Quotation register, use the [Switch Module] button in the Navigation Centre or the Ctrl-0 (zero) or ⌘-0 keyboard shortcut to ensure you are in the Hotel module. Then, if you are using Windows or macOS, click the [Registers] button, also in the Navigation Centre, and double-click 'Reservation Quotations' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Reservation Quotations' in the 'Registers' list. The 'Reservation Quotations: Browse' window will be opened, listing the Reservation Quotations that you have already entered.

By default, Reservation Quotations will be shown sorted by Quotation Number. If you are using Windows or macOS, you can change the sort order by clicking on one of the other column headings. To reverse any sort, simply click once again on the column heading. The current sort order is marked by the column heading being coloured blue. If you are using iOS or Android, tap on the column heading and choose the sort order you need. Repeat the procedure to reverse the sort.

To search for a particular record, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field in the top of the window (in the top right-hand corner if you are using Windows/macOS) and press the Return key (macOS) or Search (iOS/Android). The first record containing a match for your search string will be highlighted (if you are using Windows, a match will be highlighted as you type each character). For example, to search for Reservation Quotations with a particular Check In Date, sort by Check In before entering the Date (or the first few characters) in the Search field.

The Reservation Quotation register in Standard ERP:

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