Adding Sales to Client Reservation Balance

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Overview

Clients may wish to have product sales/charges added to their reservation balance for future payment.

Prerequisites

  • Access to the reservation system.
  • Client's reservation details.

Steps

Reservation Till Tape

  • Select the client’s reservation from the grid to access the Till Tape.
  • Click on POS on the reservation Till Tape to process a sale.

  • Alternatively, locate and right-click on the reservation and select "Make Sale."

  • If the reservation Guest Folio is already open, click "Sale" from within the Guest Folio.
  • The New Sale / Quote screen will open to process the sale.

Processing Sales

  • Select Product Group from the Product Group dropdown.
  • Select the Product from the Product Label dropdown.
  • Enter the Quantity of the products being sold.
  • Price per Unit: If a product rate was entered in Product Rate Setup, this price will automatically display. It can be adjusted for this individual sale if needed.
  • If no rate has been entered, enter the Price per Unit.

  • (Alternatively, if the Product is displayed as a Hot Button, select the button, and the Product Group, Product Label, and rate will automatically display.)
  • Click "Post" to allow the system to calculate the tax for the sale. Click "Post" again to post the charge.

  • Repeat for all products that are to be charged.

Payment Type

  • Select the Other Payment tab. (If no Credit Card Processor has been set up in RezExpert, the tab label will be "Payment.")
  • Select the Payment Type: Guest Folio Transfer to transfer the amount to the Guest Folio balance.

  • Click "Post" to post the payment. Press "Submit" to finalize the sale.

Guest Folio

  • The added sale will now be added to the total reservation balance.
  • If multiple products are added to the balance, the transaction will display in the Charges/Payments tab under Multiple Products.

Troubleshooting

For further assistance, refer to the Help Document.