Setup Your Master Setup

Here’s a detailed breakdown for Master Area through Remark Room:

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9. Master Area #

Purpose: To manage and configure major areas of the hotel, such as restaurants, bars, and spas.

Detailed Steps:

• Add New Area:
  1. Navigate to Master Setup > Master Area.
  2. Click Add (+) to open the form.
  3. Fill in the required fields:
     • Area Name: Enter the name of the area (e.g., “Spa”).
     • Building: Select the building where the area is located.
     • Floor: Choose the floor of the building for the area.
     • Description: Optional details about the area (e.g., “Exclusive spa with sauna facilities”).
  4. Click Save to add the new area.
• View Existing Areas:
  • Review the list of areas along with their assigned buildings and floors.
  • Use the search bar to quickly locate a specific area.
• Edit Area Details:
  1. Select an area from the list and click Edit (pencil icon).
  2. Modify fields such as the area name, building, floor, or description.
  3. Click Save to apply the changes.
• Deactivate Area:
  • Use the Status toggle to deactivate the area, making it unavailable for operations.

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10. Building #

Purpose: To organize and maintain data about the hotel’s buildings or blocks.

Detailed Steps:

• Add New Building:
  1. Navigate to Master Setup > Building.
  2. Click Add (+) to open the building form.
  3. Fill in the fields:
     • Building Name: Enter the name (e.g., “Main Tower”).
     • Description: Include optional details (e.g., “12-floor central building with conference halls”).
  4. Click Save to add the building.
• View Building Details:
  • Browse the list of buildings with their names and descriptions.
  • Use the search bar for quick filtering.
• Edit Building:
  1. Select a building from the list and click Edit (pencil icon).
  2. Update fields such as the building name or description.
  3. Save the changes.
• Deactivate Building:
  • Use the Status toggle to mark the building as inactive.

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11. Floor #

Purpose: To manage information about floors within a hotel building.

Detailed Steps:

• Add New Floor:
  1. Navigate to Master Setup > Floor.
  2. Click Add (+) to open the form.
  3. Enter:
     • Floor Number: Specify the floor (e.g., “2” for the second floor).
     • Description: Optional field for additional details (e.g., “Executive suites floor”).
  4. Click Save to add the floor.
• View Floors:
  • The list displays floor numbers and associated descriptions.
  • Search functionality is available for filtering.
• Edit Floor:
  1. Select a floor from the list and click Edit (pencil icon).
  2. Update fields as needed.
  3. Save changes.
• Deactivate Floor:
  • Use the Status toggle to deactivate a floor if it’s unavailable.

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12. Remark Additional Item #

Purpose: To manage notes or remarks for additional services or items.

Detailed Steps:

• Add New Remark:
  1. Navigate to Master Setup > Remark Additional Item.
  2. Click Add (+) to open the form.
  3. Fill in the required fields:
     • Remark Additional Item: Name or title of the remark (e.g., “Extra Towels”).
     • Description: Brief details about the remark.
  4. Click Save to add the new remark.
• View Remarks:
  • Browse the list of additional item remarks with their descriptions.
  • Use the search bar to locate specific remarks.
• Edit Remark:
  1. Select a remark from the list and click Edit (pencil icon).
  2. Modify fields like the name or description.
  3. Click Save to update the remark.
• Deactivate Remark:
  • Use the Status toggle to deactivate a remark.

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13. Remark Room #

Purpose: To manage room-specific notes or comments for operational purposes.

Detailed Steps:

• Add New Remark for Room:
  1. Navigate to Master Setup > Remark Room.
  2. Click Add (+) to open the form.
  3. Complete the fields:
     • Remark Room: Enter the note’s title (e.g., “Maintenance Needed”).
     • Description: Optional field for details (e.g., “Broken air conditioning unit”).
  4. Click Save to add the remark.
• View Room Remarks:
  • Browse through the list of remarks assigned to rooms.
  • Use the search bar to quickly locate specific remarks.
• Edit Room Remark:
  1. Select a remark from the list and click Edit (pencil icon).
  2. Update fields as necessary.
  3. Click Save to apply the changes.
• Deactivate Room Remark:
  • Toggle the Status to inactive for remarks no longer relevant.

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14. Guest or Company Status #

Purpose: To manage and categorize the statuses of guests or companies associated with the hotel, such as VIP, Corporate Partner, or Blacklisted.

Detailed Steps:

• Add New Status:
  1. Navigate to Master Setup > Guest or Company Status.
  2. Click Add (+) to open the form.
  3. Fill in required fields:
     • Status Name: Enter the name of the status (e.g., “VIP Guest” or “Corporate Partner”).
     • Description: Provide details about the status (e.g., “Guests with VIP privileges”).
  4. Click Save to store the new status.
• View Existing Statuses:
  • Browse the list of statuses with their descriptions and current statuses (Active/Inactive).
  • Use the search bar to quickly locate a specific status.
• Edit Status:
  1. Select a status from the list and click Edit (pencil icon).
  2. Modify fields like the status name or description.
  3. Save changes.
• Deactivate Status:
  • Use the Status toggle to deactivate a status if it is no longer applicable.

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15. Company Type #

Purpose: To classify companies working with the hotel into categories like Corporate, Travel Agent, or Government.

Detailed Steps:

• Add New Company Type:
  1. Navigate to Master Setup > Company Type.
  2. Click Add (+) to open the form.
  3. Fill in the fields:
     • Company Type: Enter the name of the type (e.g., “Corporate Partner”).
     • Description: Include optional details (e.g., “Partners with negotiated corporate rates”).
  4. Click Save to add the new type.
• View Company Types:
  • The list shows existing company types with their names and descriptions.
  • Search functionality is available for filtering.
• Edit Company Type:
  1. Select a company type from the list and click Edit (pencil icon).
  2. Update fields such as the name or description.
  3. Save the changes.
• Deactivate Company Type:
  • Use the Status toggle to deactivate a type.

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16. Guest Title #

Purpose: To manage and customize salutations for guests, such as Mr., Mrs., or Dr.

Detailed Steps:

• Add New Guest Title:
  1. Navigate to Master Setup > Guest Title.
  2. Click Add (+) to open the form.
  3. Fill in the required fields:
     • Title Name: Enter the title (e.g., “Mr.”, “Ms.”, or “Dr.”).
     • Description: Optional details (e.g., “Doctoral Title for VIP Guests”).
  4. Click Save to add the new title.
• View Existing Titles:
  • Browse the list of available titles and their descriptions.
  • Use the search bar to quickly find a specific title.
• Edit Guest Title:
  1. Select a title from the list and click Edit (pencil icon).
  2. Modify fields like the title name or description.
  3. Save changes.
• Deactivate Title:
  • Toggle the Status to mark a title as inactive.

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17. Country & City #

Purpose: To manage the list of countries and cities for guest and company records.

Detailed Steps:

• Add New Country:
  1. Navigate to Master Setup > Country & City > Country.
  2. Click Add (+) to open the form.
  3. Fill in:
     • Country Name: Enter the country name (e.g., “United States”).
  4. Click Save to add the new country.
• Add New City:
  1. Go to Master Setup > Country & City > City.
  2. Click Add (+).
  3. Complete fields:
     • City Name: Enter the city name (e.g., “New York”).
     • Country: Link the city to an existing country.
  4. Save the entry.
• View Countries & Cities:
  • Lists display country and city names with their statuses (Active/Inactive).
  • Search functionality allows for quick filtering.
• Edit Country/City:
  1. Select a record and click Edit (pencil icon).
  2. Update the name or linked country.
  3. Save changes.
• Deactivate Country/City:
  • Toggle the Status to inactive if no longer in use.

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18. Company Follow Up #

Purpose: To track and manage follow-up statuses for companies during collaboration or sales processes.

Detailed Steps:

• Add New Follow-Up Status:
  1. Navigate to Master Setup > Company Follow Up.
  2. Click Add (+) to open the form.
  3. Fill in:
     • Follow-Up Name: Specify the status (e.g., “Initial Meeting”, “Proposal Sent”).
     • Description: Optional details about the status.
  4. Click Save to add the new follow-up status.
• View Existing Follow-Up Statuses:
  • Browse the list of statuses with their descriptions.
  • Use the search bar for filtering.
• Edit Follow-Up Status:
  1. Select a status from the list and click Edit (pencil icon).
  2. Modify fields and save changes.
• Deactivate Status:
  • Toggle the Status to mark the follow-up as inactive.

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19. Company Activity #

Purpose: To log and manage activities associated with companies, such as sales calls or marketing events.

Detailed Steps:

• Add New Activity:
  1. Navigate to Master Setup > Company Activity.
  2. Click Add (+) to open the form.
  3. Enter:
     • Activity Name: Name of the activity (e.g., “Sales Call”, “Flyering”).
     • Description: Optional details about the activity.
  4. Click Save to add the activity.
• View Existing Activities:
  • Browse the list of activities with their descriptions.
  • Use the search bar for filtering.
• Edit Activity:
  1. Select an activity and click Edit (pencil icon).
  2. Update fields and save changes.
• Deactivate Activity:
  • Toggle the Status to inactive if the activity is no longer relevant.

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20. Cancellation #

Purpose: To manage reasons for reservation cancellations and keep track of trends.

Detailed Steps:

• Add New Cancellation Reason:
  1. Navigate to Master Setup > Cancellation.
  2. Click Add (+) to open the form.
  3. Complete:
     • Cancellation Name: Specify the reason (e.g., “No Show”, “Guest Emergency”).
     • Description: Optional explanation of the reason.
  4. Click Save to add the new reason.
• View Cancellation Reasons:
  • Browse the list of reasons with their descriptions.
  • Use the search bar to locate specific reasons.
• Edit Cancellation Reason:
  1. Select a reason from the list and click Edit (pencil icon).
  2. Update fields such as the reason name or description.
  3. Save changes.
• Deactivate Cancellation Reason:
  • Toggle the Status to mark the reason as inactive.

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21. Market & Source #

Purpose: To manage market segments and sources used for tracking guest bookings and reservations.

Detailed Steps: #

• Add New Market Segment:
  1. Navigate to Master Setup > Market & Source.
  2. Choose the desired tab (e.g., Market Segment 1, Market Segment 2, etc.).
  3. Click Add (+) to open the form.
  4. Fill in required fields:
     • Market Segment Name: Enter the name (e.g., “Corporate Guests”).
     • Description: Provide optional details about the market segment.
     • Status: Set the segment as active or inactive.
  5. Click Save to add the new segment.
• Edit Market Segment:
  1. Select an existing segment from the list.
  2. Click Edit (pencil icon) to modify details like the name or description.
  3. Click Save to apply changes.
• Add New Source:
  1. Switch to the Source tab in Market & Source.
  2. Click Add (+).
  3. Fill in the fields:
     • Source Name: Specify the source (e.g., “Travel Agency”).
     • Description: Add optional details about the source.
     • Status: Choose active or inactive.
  4. Save the source.
• Edit Source:
  1. Select an existing source.
  2. Modify details and save updates.
• Deactivate Market Segment or Source:
  • Use the Status toggle to make the segment or source inactive.

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22. Comm Code #

Purpose: To manage communication codes used for recording interactions with guests or companies.

Detailed Steps: #

• Add New Communication Code:
  1. Navigate to Master Setup > Comm Code.
  2. Click Add (+) to open the form.
  3. Complete the fields:
     • Comm Code: Enter a unique identifier for the communication type (e.g., “EMAIL”).
     • Description: Provide a short explanation of the code (e.g., “Guest Email Communication”).
     • Status: Set the code as active or inactive.
  4. Click Save to create the new Comm Code.
• View Communication Codes:
  • The list displays all Comm Codes with their descriptions and statuses.
  • Use the search bar to find specific codes.
• Edit Comm Code:
  1. Select a communication code from the list.
  2. Click Edit (pencil icon).
  3. Modify fields such as the code name, description, or status.
  4. Save the updates.
• Deactivate Communication Code:
  • Use the Status toggle to deactivate codes no longer in use.