RDPWin

Support Training Document - Groups


Training Index

Goal

To demonstrate the Groups functions that are now available in RDPWin.

Overview

Some of the core group functions are available in RDPWin: managing group masters, managing room blocks, and generating statements. Reservations can be attached to group masters and group leaders, and making group reservations is currently being developed.

Basic Group Types

  • Small Group – No "Leader"
  • Small Group – Leader Only
  • Group with a Block
  • Wholesaler

Group Masters

Group Blocks

Posting Charges to B3 Ledger

 

Payments

Statement/Invoice

Multiple Folio Reservation

  • Make multiple reservations
  • Attach group master

Attach Reservations

Pay Codes

  • Set up in FS and FT tables
  • Pay code change by date

Various Group Reports



Exercise#1

  1. Log into RDPWin using DataHSC (04 Director)
  2. From the Masters main menu, select Add from the Groups submenu.
  3.  Enter Group Master Number as PEPSICO. Group Number can be up to eight characters (numbers and/or letters).
  4. Enter Group Master Name and address as Pepsi Co, 99999 West Soda Circle, Cola City, CA 93495.
  5. Enter Arrival Date 06/30/98 and Departure Date 07/22/98.
  6. Check “Use a Group Block” to assign a block to this group.
  7. Enter Release Days as 30.
  8. Enter password for the IRM as PEPSI so the group can make reservations online.
  9. Set the Deposit% to 50 to require the members making online reservations to make a 50% deposit for each reservation.
  10. Uncheck "Allow Members to Bill Group". (This grays out option for Pay Code and sets it to IP-Individual Pays.)
  11. Select “D – Definite” from the Group Status drop-down. Tax Code should already be set to TA - 7% Tax Rate. Only change tax code if tax exempt.
  12. Select "02 - Returning Group" from the Source of Business drop-down.
  13. Select "04 - Corporate Group" from the Market drop-down.
  14. Leave Activity Code and Company blank.
  15. Select "10DC - 10% Discount" from the Before drop-down to offer that rate for any group members who wish to arrive prior to the arrival date of the Group.
  16. Select "20DC - 20% Discount" from the during drop-down to offer that rate for any group members when making reservations for the group.
  17. Select "15DC - 15% Discount" from the After drop-down to offer that rate for any group members who wish to stay past the departure date of the Group.
  18. Click "Save & Close".
  19. Click Start from the main menu.

Exercise#2

  1. From the Masters main menu, select Change from the Groups submenu and open the Find Group form.
  2. Enter PEPSICO in the Group# field and click the associated Find button.
  3. Pepsi Co should be selected in the grid. Click Select.
  4. Change Arrival Date to 07/01/98.
  5. Change Release Days to 25.
  6. Click Save.
  7. Click the Room Blocks button next to the Release Days field to open the Adjust Room Blocks screen.
  8. Click the Room Type drop-down and select K.
  9. Use the Allocation up-arrow to select 6 to allocate six King Beds to the group block.
  10. Click the Set button.
  11. Click the Room Type drop-down and select DD.
  12. Use the Allocation up-arrow to select 3 to allocate Double Doubles to the group block.
  13. Click the Set button.
  14. Click the Room Type drop-down and select PH.
  15. Use the Allocation up-arrow to select 1 to allocate one penthouse suite to the group block.
  16. Click the Set button.
  17. Click Close.
  18. Click "Save & Close".
  19. Click Start from the main menu.

Exercise#3

  1. Click on F5 (New Res - Paying Guest).
  2. Click the Find button in the same row as the Group fields in the masters area.
  3. Enter "Black" in the Name field and click the associated Find button.
  4. With "Black Parrot Audio" selected in the grid, click Select.
  5. Click on “Yes” when prompted “This will change the room block for this reservation. Continue?”.
  6. Click the Find button in the same row as the Leader fields, and the system automatically selects the group leader "Black Parrot/". If the group has more than one Leader for multiple dates, then choose the appropriate Leader from the List.
  7. Choose "K – King" from the Room Type drop-down.
  8. Click Add quote.
  9. From the Overbook? screen, click Yes to "Transfer from House" to add the room type to the block.
  10. Click "Make Reservation".
  11. At "No guest history chosen..." prompt, click No.
  12. Enter "George Sound" in the Name field.
  13. Click "Save & Close".
  14. Click "This Res" from the Continue With screen to view the new reservation with the entire group in the grid.
  15. Click Start from the main menu.


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