This article explains how to make a Category inactive in RMS when it is no longer needed for new reservations.
Categories (also referred to as Room Type, Apartment Type, Site Type, Suites, Cabin Type, Cabins, Listing Type, House Type, depending on your property setup) cannot be deleted once a reservation has been made against them. This preserves historical data and reporting integrity.
Instead, you can make a Category inactive so it no longer appears as an option when making new reservations, while all existing reservation history is kept.
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.
Make a Category Inactive
Use this process to deactivate an entire Category. Once inactive, the Category will no longer appear when making new reservations but will remain in historical reports.
In the side menu of RMS, go to Setup > Category/Area.
- Select the pencil icon next to the Category you want to make inactive.
- In the top-right corner of the edit window, toggle the Active switch off.
- Action any further Popup questions
- Select Save/Exit to save the change.
Tip! To view inactive Categories, use the filter at the top of the Setup Categories list and select All or Inactive.
Tip! After saving changes to setup, log out of RMS and then log back in to ensure the database updates and reflects the modifications.
Make an Individual Area Inactive
To remove a specific Area (for example, a single room or site) from availability without deactivating the entire Category, move the Area into a dedicated inactive Category.
Before you begin: If you do not already have a Category set up to hold inactive Areas, create one first - for example, a Category named Inactive Areas. Make sure this Category has its Active toggle turned off (see Make a Category Inactive above).
- In the side menu of RMS, go to Setup > Category/Area.
- Select the pencil icon next to the Category that contains the Area you want to deactivate.
- Select the Area tab.
- Select the Area you want to deactivate.
- Select the Move icon (a plus symbol with arrows at the end of each point).
- Select the inactive Category to move the Area into (for example, Inactive Areas).
- Select Apply (the tick icon) to confirm the move.
Please Note! If you see the message "You Can't Move an Area with Future Bookings to an Inactive Category", the Area has an active reservation or maintenance record (in-house or current status). Run the Area Reservation List to identify active records against that Area before moving it.
After the move, the Area no longer appears on the Booking Chart or when making new reservations, and all historical reservations stay in place. For the full process of moving Areas, see Move an Area to an inactive Category.
Related Articles
- Move an Area to an inactive Category
- Move an Area to a different Category
- Category Class options in RMS
Comments
0 comments
Please sign in to leave a comment.