How to add multiple Areas to RMS at one time.
Overview
Area Quick Add is an option on the Category to create multiple new Areas at the same time.
An Area is the physical space available for a Reservation within a Category.
A Category is a type of Area.
The Category Classification determines the type of Reservation available for an Area in that Category.
A new Area can be added to a Category individually with the option to enter additional Area Details or using Quick Add to create multiple new Areas in a Category at the same time for faster setup.
An Area can be edited to add or remove Area Details at any time after creation.
An existing Area can be moved to a new or different Category using Category Move.
Area Statistics are optional and will include any Reservation in that Area for statistics calculated on reports, including the Night Audit Report, Occupancy Report and Marketing Report and will be enabled by default.
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.
Tip! General Ledger Account Codes can be applied across multiple sections of RMS, offering maximum flexibility. Click HERE to see the Housekeeping Task Hierarchy.
Guide
In the side menu of RMS, go to Setup > Category/Area.
- Select 'Edit' on an existing Category.
- Navigate to the 'Area' tab.
- Select 'Quick Add'.
- Enter the Area Description for each new Area.
Enter a GL Acc Code for each new Area (Optional).
If this field is blank, the Area revenue will report to the Category GL Acc Code. - Select 'Save/Exit'.
Please Note! After saving new Areas, any User who was logged in at the time must log out of RMS and log back in before the new Areas will appear on the Booking Chart. New Areas will also not display for Users who have been Excluded from the parent Category under Category Access. See Booking Chart not Displaying All Categories or Areas for troubleshooting steps.
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