Tutorials are available for many functions within Reservations.  Some tutorials might change due to updates within the Reservations module over time.  Instructions in these tutorials are very specific.  There are references to specific screen displays and may differ when demo data files are not up to date.  RDP recommends that all demo data files be updated before beginning each tutorial.

See How To's for step by step instructions on several common RDP functions.

 

Accounting

• Trust Accounting (05/29/07)

CRM

• Find and Add Guest History
• Configure Points Redemption & Award Rules(12/12/08)
• Award and Redeem Points
• Print and Close Statements

Housekeeping

• Change/Analyze History
• Configure Long Term Cleans (09/16/05)
• Print Boards
• Print Summary
• Schedule Long Term Cleans (09/16/05)
• Set Default Service Type by Room Number (09/16/05)

General Overview

• Add/Change Custom Help F4 (1/21/05)
• Add/Change System Messages  (10/09/07)
• Charting Data in Microsoft Excel
• Exporting to Microsoft Excel
• Printing in RDPWin

IRM.Net

• Batch Activities for Virtual Store
• Configure Map Links (05/04/10) **New

Masters

Agents

• Print Statements

Groups

• Add Group Leader
• Add Group Master
• Allocate Rooms to Block
• Make Individual Member Res

Owners

• Bill Owner for a Single Vendor Invoice (01/27/06)
• Configure Non-Shared Owner Charges (02/02/06)
• Format Calendar Month Only Statements (02/16/06)
• Month-End Procedures (12/18/06)
• Print a New Owner Statement (3/09/05)
• Print a Previous Owner Statement (3/09/05)
• Process Recurring Charges (12/20/05)
• Process Res Related Charges (12/20/05)
• Process Revenue and Preview Statement
• Sell a Room Type  (4/18/08)

Rooms

• Sell a Room Type(6/20/05)

Vendors

• Activity Vendor Schedule (3/10/05)

Night Audit

• Cancel No-Shows (3/24/05)
• Checklist for Day End (Check-in, Totals Not Reset)(9/19/06)
• Checklist for Day End (No Check-in) (9/19/06)
• Checklist for Night Audit (Check-in, Totals Reset) (9/19/06)

Printing in RDPWin

• Activity Coupon (6/21/05)
• Cancellation Confirmation (6/21/05)
• Confirmation from New Reservations (6/21/05)
• Confirmation from Reporter (6/21/05)
• House Status (6/21/05)
• Housekeeping Boards (6/21/05)
• Housekeeping Summary (6/21/05)
• Itinerary (6/21/05)
• Folio from Res Detail Tabs (6/21/05)
• Folio from Check-Out (6/21/05)
• Owner Statements (6/21/05)
• Work Order (6/21/05)
• Work Orders (All) for a Reservation (6/21/05)
• Work Order (One) for a Reservation (6/21/05)

Reporter

• Configuration (12/15/06)

Reservations

Activities

• Activities (Add/Change/Delete/Copy/Transfer) (11/08/05)
• Activity (Set Costs)(12/20/05)
• IRM's Virtual Store(8/6/08)
• Print Activity Coupon (6/21/05)
• Configure Activity Components and Schedule
• Configure HOURLY Activity Components and Schedule

Cancel

• Cancel Individual Reservation (11/09/05)
• Cancel Group Reservations (11/09/05)
• Cancel a Group Leader Reservation
• Cancel a Group Member Reservation
• Cancel an Entire Group
• Cancel an Entire Group and Issue Refund (12/16/05)

Check In and Out

• Check In Reservations (11/10/05)
• Check In and Check Out All Reservations at Once (Mass Check-In and Check-Out) (11/10/05)
• Check In All Reservations w/o Balance Due
• Check In All Reservations with or w/o Balance Due
• Check In All Regardless of Balance and/or Clean Status
• Check Out Reservations (11/10/05)
• Check Out All Reservations w/o Balance Due
• Check Out All Reservations With or w/o Balance Due

General

• Analysis (11/08/05)
• Availability (Room Blocks)
• Include in Package (11/10/05)
• Minimum Nights (5/13/08)
• New Reservations (3/22/05)

• Post Charges(10/04/05)

• Remove Agent(6/16/08)

Printing in Reservations

• Activity Coupon
• Cancellation Confirmation
• Confirmation from New Reservations
• Confirmation from Reporter
• Folio from Check-Out
• Folio from Res Detail Tabs
• Itinerary
• Work Orders (All) for a Reservation
• Work Order (One) for a Reservation

Surveys  NEW!! 05/2010

• Create a Survey
• Add/Change Sections/Questions
• Associate the Survey with a Confirmation
• Send the Survey
• View the Statistics
• View Points

System

• Activity (Set Costs)(12/20/05)
• Add/Change Custom Help F4 (1/21/05)
• Add/Change System Messages (10/09/07)
• Add a Rate Set (Long)(4/24/08)
• Change a Single Rate(12/22/05)
• Comment Label Customization (12/15/06)
• Convert Word Documents to Adobe PDF Files(10/05/07)
• Menu Security(12/15/06)
• RDPWin Monitor Configuration (12/15/06)

Work Orders and Asset Management

Asset Management

• Add Assets
• Add Multiple Assets
• Change Assets
• Export Assets to Excel
• View Assets

Vendors

• Add Contact
• Add Vendor
• Change Contact
• Change Vendor

Work Orders

• Bill Owner for a Single Vendor Invoice (01/27/06)
• Monitor Work Orders
• Print Work Orders
• Work Order Billing (12/15/05)

Click here for Tutorials Index.

Click these links for Frequently Asked Questions or Troubleshooting assistance.

Last Updated 05/25/2010

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