Steps on how to remove Areas for More than One Category in RMS.
Overview
Allow Area in More Than One Category is an option available for properties to share the inventory of an Area between multiple Categories.
Allow Area in More Than One Category can be used when one Area can be booked in a variety of ways.
Once activated and used, Areas won't automatically be able to revert to single Categories.
The Area must be manually moved to an Inactive category, and then a new Area must be created.
✎ 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.
Guide
In the side menu of RMS, go to Setup > Category\Area.
- Select 'Edit' on the existing Category.
- Navigate to the Area tab.
- Select the Area.
- Select 'Edit'.
- Edit the Area Description.
If you want to reuse the same Area name, the old one must be changed, as Area names must be unique.
★ Tip: When renaming an Area, there are 2 suggested ways of doing this.
- Add the word (OLD) to the end of the name so it is easily recognisable as the Old area. Eg, Koala Cove (OLD)
- Preface the Area with a "Z-" so that it is displayed on the bottom of an Alphanumeric List. Eg, Z-Koala Cove
- Select 'Save\Exit'.
- Select 'Add'.
- Enter the new Area Description.
Enter a Guest Description (Optional).
Select a General Ledger Account Code (Optional).
Enter Additional Area Details (Optional). - Select 'Statistics'.
If this option is not selected, Area occupancy and revenue will not be included on some reports.
Areas should be set to include in Statistics unless there is an operational requirement to exclude the Area eg. permanent staff accommodation. - Select 'Save/Exit'.
★ Tip: All existing Reservations will now need to be manually moved from the existing Area, to the newly created Area.
- Select 'Edit' on the existing Category.
- Navigate to the Area tab.
- Select 'Move'.
- Select the Area to move to an Inactive Category.
- Select the Inactive Category.
- Select 'Apply'.
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