Most properties give all agents equal access to sell all rooms on a first come first serve basis. From time to time, there is need to provide special allocations. Examples:
A wholesale agent that buys at an entirely different rate,
Websites that are do not see all Room Types,
Prices are adjusted up or down to reflect commissions
To View all agents currently able to sell for your property, click Agent Relationships. Click Agent Id to view contact details for agents. Click Rooms Allocated to view the specific rooms this agent can sell. Rate Loading is a simple way to adjust the prices paid by guests for a specific agent.
To adjust Room Type allocations for specific agents, go to Agent Allocations. Page down to the Agent that you want to adjust. Set the number of Rooms Allocated for each Room Type and click Update to save changes. From the Agent Relationship screen you can see Agent details including: AgentID, Agent Name, Number of Rooms Allocated, Commission percentage and Rate Loading percentage. To see what rooms are allocated to an agent, or to allocate additional rates click on the blue link under Rooms Allocated for that agent. In the example below we have 100% of our rooms allocated to the MyPMS agent at the rack rate for each room type.
You can add multiple rate or package allocations by clicking the Add Allocation button in the lower right hand corner.
Be aware it is possible to over allocate a room as shown below.
n order to utilize Direct Bill receipt types you must have corresponding companies setup. The minimum required information when adding a new Company is Company Name and Credit Limit. However in practical scenarios you should enter at least Company Name, Contact First and Last name, Address and Phone number. The Credit Limit field determines the total amount of credit is being extended to the company. If no value is entered it defaults to 0 and Direct Bill receipts cannot be posted. When you enter a credit limit an AR Account is automatically opened for that Company, and Direct Bill receipts up to the available credit limit can be posted.
To add Items to your Quick Charge drop down list, go to Inventory Items