This article explains how to use the Control Panel on the Rate Manager to add, search and manage restrictions and overrides for rates and availability.
Overview
The Control Panel on the Rate Manager Chart enables you to view and manage restrictions and overrides for Rates and Availability.
The 'Add Restriction' wizard guides you through each step of creating a new restriction in the Control Panel.
Existing restrictions can be edited, copied, or deleted by selecting the checkbox for a Restriction or Override and selecting the 'Edit', 'Copy', or 'Delete' icon.
RMS will use the most recent record when multiple records exist for the same date and restriction type.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Restriction Types
The following restrictions and overrides are available in the Control Panel.
| Restriction | Description |
|---|---|
| Allotments | Allocate inventory available to a connected channel for selected Rate Types. |
| Any Day Within Stay (Soft Close) | A Length of Stay Restriction that determines the minimum reservation period using all reservation stay dates. Reservations with a stay date that falls within a Soft Close period will have the longest length of stay restriction applied. |
| Booking Window |
Booking Window is a Window of Time (Booking Period) that a Rate will be available for sale. The Booking Window applies to reservations made in RMS as well as to bookings made through the RMS Booking Engine and connected Online Travel Agents (OTAs). When today's date is outside the Booking Window, Quick Quote does not offer the Rate Type for a new reservation. If you change the dates or the Rate Type on an existing reservation that already uses that Rate Type, RMS asks you to confirm before it saves. See Booking window for rate availability. |
| Cancellation Policies | Override the Cancellation Policy rules for reservations that fall within the specified override date range, where this policy is applied. |
| Close Rate | Close Rate prevents use of the selected Rate Type without closing availability of the Category for House Use reservations. |
| Closed to Arrival | Closed to Arrival allows reservations to stay in house or depart on the selected dates without allowing arrivals on that date. |
| Closed to Departure | Closed to Departure allows reservations to arrive or stay in house on the selected dates without allowing departure on that date. |
| Deposit Policy | Set an alternate deposit policy to any Online Deposit or Rate Deposit. |
| Last Area Value | Set the minimum value (hurdle rate) that the Rate Amount can be set to for the last available Area in the Category. The value entered will be used as a benchmark value preventing the Rate Type from being available if the Rate Amount would be lower than the value entered. |
| Last Area Value Yield Adjustment | The Yield Adjustment Value will be used in conjunction with the Last Area Value set to calculate the Rate Amount for Rate Types that include Commissions or Packages. The adjustment amount can be used to balance any package or commission component that would otherwise cause the Rate Amount to fall below the benchmark set as the Last Area Value. |
| Lead Time MLOS | Set a Length of Stay Restriction determined by the lead time, which is the number of nights or hours between when a reservation is made and its arrival. Several lead time tiers can be set for the same date range. |
| Max Property Oversell | Set the maximum amount of inventory above physical inventory at the property that can be sold. This limit will restrict the total number of reservations above physical inventory and overrides any Oversell Allotment set on a Category. |
| Min Nightly Rate | Set the lowest Rate that can be applied to the selected Category and Rate Type for the selected dates. |
| On Arrival Day Only (MLOS) | Set a Length of Stay Restriction determined by the reservation's arrival date. |
| Oversell Allotment | Set a value of inventory above the physical inventory in a Category that can be sold. |
| Rate Adjustment | Set a percentage or flat amount value to be added or subtracted from the calculated Base Rate Amount. |
| Rate Override | Set a new Base Rate Amount for the selected Rate Type. |
| Sale | Set a spotlight on the selected dates for the RMS Internet Booking Engine Rate Grid to highlight a special rate or deal. |
| Set Daily BAR | Set the Best Available Rate Type to be used for a date range when using Multiple Best Available Rates. |
| Stop Sell | Close availability for the selected Category and Rate Type. |
| Tours | Apply a Stop Sell, Increase Inventory or Decrease Inventory restriction to a tour schedule for the selected dates. |
Please Note! The Restriction Type filter uses some names that differ from the Add Restrictions cards. For example, On Arrival Day Only (MLOS) is listed as 'Min Nights Stay On Arrival', Any Day within Stay (Soft Close) as 'Min Nights Stay Thru Res', Set Daily BAR as 'BAR', Sale as 'Hot Sale' and Min Nightly Rate as 'Minimum Nightly Rate'.
Clear Restrictions
The following options can be used to cancel multiple restrictions or overrides.
| Option | Description |
|---|---|
| Clear Close Rate | Cancels the Close Rate set for the same date range without removing the record from the Control Panel. |
| Clear Closed to Arrival | Cancels the Closed to Arrival set for the same date range without removing the record from the Control Panel. |
| Clear Closed to Departure | Cancels the Closed to Departure set for the same date range without removing the record from the Control Panel. |
| Clear MLOS | Cancels the Minimum Nights set for the same date range without removing the record from the Control Panel. |
| Clear Soft Close | Cancels the Soft Close set for the same date range without removing the record from the Control Panel. |
| Clear Stop Sell | Cancels the Stop Sell only on the dates the Clear Stop Sell covers, without removing the record from the Control Panel. The Clear Stop Sell must cover the same Category, Rate Type and Channel as the Stop Sell. If more than one record covers a date, RMS uses the most recently saved one, so a Stop Sell that is edited after the Clear Stop Sell was added applies again. |
How to Add a Restriction
- Go to Charts > Rate Manager.
- Select the 'Control Panel' icon.
- Select the 'Add' icon.
- Select a Restriction Type and choose the 'Next' icon.
Restriction Type options will vary based on the Restriction Type or Override selected.
- Select the Date Range or select the checkbox 'Set Permanently'.
- Select the checkbox for the Days of the Week.
- Select the Channel then choose the 'Next' icon.
- Select a Category Grouping or select the checkbox for a Property and/or Category then choose the 'Next' icon.
-
Select the checkbox for a Rate Type and choose the 'Save/Exit' icon.
Tip! See the 'Restriction Types' section of this article for more details on the available Restriction Types. Select the 'Add' icon on the Date Range/Day section to create multiple date sets.
Tip! Select the icon to mark as a favourite, for faster access later.
How to Search Restrictions
- Go to Charts > Rate Manager.
- Select the 'Control Panel' icon.
- Select a Property.
- Select a Date Range.
- Select the Search Criteria.
- Select the 'Add' icon to expand a Search Category.
- Select the checkbox for the Search Criteria.
- Select the 'Search' icon.
- Select the 'Edit' icon to modify the selected Restriction, the 'Delete' icon to set the selected Restriction to Inactive, or the 'Copy' icon to duplicate the selected Restriction.
- Select Exit.
The Control Panel will display matching Restrictions or Overrides after a search has been performed.
The option to 'Include Inactive' will display previously deleted Restrictions or Overrides that match the selected search criteria. A restriction set to Inactive with the 'Delete' icon is removed 30 days after it was last changed. Allotment, Linked Rate and Best Available Rate (BAR) records are kept for longer: see Backup Schedule & Data Retention.
Existing restrictions can be edited, copied, or deleted by selecting the checkbox for a Restriction or Override and selecting the 'Edit', 'Copy', or 'Delete' icon.
Any connected channels with the selected Rate Type will have the restriction or override applied.
See the individual Channel article for more information on the restriction types accepted for that channel.
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