Videos
30 videos.
SunPMS video manual, chapter "Configuration - Rates, Users and Roles". Rate types and binding, document types, other charges, payment types, exchange rates, users, roles, privileges, e-mail templates and policy.
A rate type is a named price list for rooms, for example RACK, Corporate, Weekend or Hourly. Reservations, the Rate Manager and Sales & Channels all pick a rate type. Use this screen to create the rate types your hotel sells and to say how long one "rate period" is (a day, a week, a month, custom…
A rate type is a named price list for rooms, for example RACK, Corporate, Weekend or Hourly. Reservations, the Rate Manager and Sales & Channels all pick a rate type. Use this screen to create the rate types your hotel sells and to say how long one "rate period" is (a day, a week, a month, custom…
Rate Type Binding lets a rate type follow the base (RACK) rate automatically, for example "Corporate = base rate minus 10%". Binding is also where you mark a rate type as Complementary or House Use.
Document types are the kinds of guest documents you can attach to a reservation: passport, driver licence, state ID, credit card. Each has a category that tells the system how to treat it (for example credit card documents are protected by a privilege).
Document types are the kinds of guest documents you can attach to a reservation: passport, driver licence, state ID, credit card. Each has a category that tells the system how to treat it (for example credit card documents are protected by a privilege).
) for reports and accounting. Every other charge belongs to one category.
) for reports and accounting. Every other charge belongs to one category.
Other charges are the extras you post to a guest folio besides the room rent: food, laundry, parking, telephone, etc. Define each one once here with its default rate, tax and behaviour.
Other charges are the extras you post to a guest folio besides the room rent: food, laundry, parking, telephone, etc. Define each one once here with its default rate, tax and behaviour.
Measurement Unit is a small master list of the units in which an item can be counted: No. (number of pieces), Kg, Litre and so on. A new property starts with one unit, No.
Measurement Unit is a small master list of the units in which an item can be counted: No. (number of pieces), Kg, Litre and so on. A new property starts with one unit, No.
). Each type belongs to a payment category that decides how it is treated.
). Each type belongs to a payment category that decides how it is treated.
Lets guests pay in a foreign currency. You define each currency and its rate against your base currency. New properties start with United States / USD / $ / 1 as base currency.
Lets guests pay in a foreign currency. You define each currency and its rate against your base currency. New properties start with United States / USD / $ / 1 as base currency.
Users are the staff who log in to SunPMS. Every user is stored in the central sign-in system (SunAuth) and linked to this property with a role. Use this screen to create desk users, give them a role, reset passwords, unlock accounts and deactivate or reactivate them.
Users are the staff who log in to SunPMS. Every user is stored in the central sign-in system (SunAuth) and linked to this property with a role. Use this screen to create desk users, give them a role, reset passwords, unlock accounts and deactivate or reactivate them.
Users are the staff who log in to SunPMS. Every user is stored in the central sign-in system (SunAuth) and linked to this property with a role. Use this screen to create desk users, give them a role, reset passwords, unlock accounts and deactivate or reactivate them.
Users are the staff who log in to SunPMS. Every user is stored in the central sign-in system (SunAuth) and linked to this property with a role. Use this screen to create desk users, give them a role, reset passwords, unlock accounts and deactivate or reactivate them.
A role is a named set of privileges (what a person may do). Every user gets one role per property. Use this screen to create and rename roles; tick the privileges in Assign Transaction Privileges and Assign Report Privileges.
A role is a named set of privileges (what a person may do). Every user gets one role per property. Use this screen to create and rename roles; tick the privileges in Assign Transaction Privileges and Assign Report Privileges.
Tick which non-report actions each role may perform: system management, navigation, reservations, payments, refunds, other charges, Sales & Channels, restrictions, guest data, extras and mobile access.
Tick which non-report actions each role may perform: system management, navigation, reservations, payments, refunds, other charges, Sales & Channels, restrictions, guest data, extras and mobile access.
An e-mail template is the body text (with guest and stay details filled in automatically) that SunPMS sends or prints when something happens, such as a reservation confirmation or a check-in. You design the text in a rich-text editor, drag in merge fields, and decide for which events it is used.
The Cancellation Policy screen attaches a cancellation policy to a room type and rate type pair for the online booking engine (CRS). It is only meaningful when your property is connected to the CRS.
The Cancellation Policy screen attaches a cancellation policy to a room type and rate type pair for the online booking engine (CRS). It is only meaningful when your property is connected to the CRS.
Lists the IP addresses from which restricted users may log in. If a user has Apply IP-Restriction ticked (see User), they can sign in only from an address on this list. The list belongs to your whole group of properties.
Lists the IP addresses from which restricted users may log in. If a user has Apply IP-Restriction ticked (see User), they can sign in only from an address on this list. The list belongs to your whole group of properties.
This screen chooses which reports, charts and dashboard tiles each role may open. A report that a role has no privilege for is not listed on the Reports screen, in the Report Dashboard, or in the report menu, and typing its address logs the user out.
Every privilege the system knows, the name you see when ticking it for a role, the module group it appears under, and what it unlocks. The Name on screen and Module are what the Assign Privileges screens show. The Code name is the internal name.
