Creating Wholesaler Reservations in Availability Grid

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Overview

This document provides instructions on how to create a reservation for a Wholesaler Business.

Prerequisites

  • Access to the Availability Grid
  • Wholesaler client record

Steps

Wholesale Reservation Creation

  1. From the Availability Grid, press the Search button.
  2. Select the Business tab and search for the Wholesale client record.
    - Once selected, the Wholesaler will appear on the right-hand side of the grid panel.

  1. Create Reservation(s) for the selected dates and Unit type using either the Rez Quote or Calendar Quote tool.

Wholesale Reservation Charges

  1. The reservation will automatically display the Wholesale rate charged for the selected dates and unit types.
  2. In Guest Folio, select Booking #1 to enter the Guest’s name and details.
  3. In Booking Details, enter an Alt Conf# which is the Confirmation/Booking number given by the Wholesaler.
  4. Add Occupants and any remaining required information (e.g., Custom Alert, Vehicle Information).
  5. Press Submit to finalize the reservation.

Reservation Charges & Identification

  1. The reservation charges are associated in the Wholesaler Booking Summary for transfer to the AR Account at Check Out.
  2. In the Charges/Payments tab, select Payment Type AR Transfer to transfer the balance to the Wholesaler’s AR Account.
  3. The reservation will display on the Availability Grid under the Client’s name, with the Wholesale name attached for easy identification.
  4. In the Arrivals/Departures Panel and reports, the reservation displays under the Client’s name.
  5. You can also search by the Alt Conf# in the reservation search panel.

Viewing Wholesale Reservations

  1. To view all Wholesale Reservations (Made or Due in a selected Date Range), click Channel from the Menu Bar.
  2. The Reservation Manager panel displays all reservations according to their Booking Source.
  3. Click on the Wholesalers tab to view all reservations made for Wholesale businesses.

Troubleshooting

For more information on creating Wholesaler Records, click here to view how to create Wholesaler Records.