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Configuration

Configuration: rates, users and roles · Updated

On this page
  1. Menu and topics
  2. Common behaviour of the list screens
  3. Messages you may see
  4. Tips and FAQ

The Configuration group holds the masters that every reservation, folio and report uses, plus the people who may use the system. Open Property Setup in the left sidebar; the screens of this chapter are the cards of the groups Financial Settings (Rate Type, Rate Type Binding, Other Charge Category, Other Charges, Measurement Unit, Exchange Rate, Payment Type), User & Access (Roles, Assign Transaction Privileges, Assign Report Privileges, User, Ip White List), CRM & Guests (Document Type, E-Mail Templates) and Configuration (Policy). The addresses are #/setup/<name>.

Menu item Topic file Purpose
Rate Type 01 (and 02 Rate Type Binding) Price lists and rate periods
Document Type 03 Guest ID document kinds
Other Charge Category 04 Group extra charges
Other Charges 05 Extras posted to folios
Measurement Unit 06 Unit list
Payment Type 07 Ways to pay
Exchange Rate 08 Foreign currencies
Roles & Privileges 12, 13, 17, 18 reference Access rights
User 11 Staff logins
E-Mail Templates 14 E-mail and print text
Policy 15 CRS cancellation policy
(route only) Ip White List 16 Allowed login addresses

Common behaviour of the list screens

  • Every list has a header (back arrow, title, one-line explanation, main button on the right), a Search box that filters as you type, and a Columns button that opens a side panel to choose and re-order the visible columns. Click a column header to sort; the footer shows rows per page (25/50/100), Total Records and page buttons. On a phone the rows become cards. See Property Setup for the full pattern.
  • Click the highlighted name to edit. The Delete button inside the edit window deactivates the record (soft delete); records already in use may refuse.
  • After Save on most screens the window stays open on a blank Add form so you can enter more; click Cancel/Close to leave.
  • Messages: short confirmations appear as a snack bar; errors as a message box. "Record Already Exist." means the name is used by an active record.
  • New properties are pre-filled with starter masters (rate type RACK, payment types, document types, a base currency, default roles).

Messages you may see

Message (exact text) Why it appears What to do
Record Already Exist. The name or code is already used by an active record on any of these master screens. Use a different name, or reactivate the old record.
Please enter . A required field is empty (the field name is in the message). Fill the field and save again.

Tips and FAQ

  • Q: Which master should I set up first? A: Rate types and payment types, then taxes, roles and users (New hotel go-live checklist).
  • Q: I deleted a record by mistake. A: Delete only deactivates the record and the lists show active records only. Create it again, or ask support to reactivate it.
  • Q: Why can't I see a screen in this chapter? A: Your role lacks the privilege, or the property's licence does not include the feature.