View the Reservations Module User Manual
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1. Wednesday Aca Thursday Friday Delete Saturday Delete Preset Schedules Preset Lockout Dates Monday 10 1 Feb Maint Tuesday 1 5 Mar Maint Wednesday 10 amp 2 Use Selected Schedule Use Selected Dates This screen operates on the currently selected inventory item From this screen you can set up a specific schedule for an item or assign a preset schedule that was created in the Schedule Setup screen You can also assign lockout dates to the item or assign one of the preset Lockout Date Sets Entering A Schedule The enter times and quantities for a specific day select the day in the Schedule Capacity section Any existing times and quantities will be shown Page 6 of 11 Reservations Scheduling Module User Manual Document Revision 1 To add a time and quantity select the time in the time picker and enter the quantity in the box above the Add button Click the Add button The time and quantity are added to the schedule You can delete a time and quantity from the schedule by selecting it and clicking the Delete button To assign a Preset Schedule to the item select the Preset Schedule name The day and time quantity combinations will be displayed Click the Use Selected Schedule button The preset schedule is assigned to the item The schedule is shown in the top section of the screen When a preset schedule is assigned to an item it REPLACES any existing schedule for that weekday However you can add or delete t2. Reservation screen is displayed Delete Reservation To delete a reservation select it and click the Delete button A confirmation message is displayed If you respone with Yes the reservation is deleted Change Quantity To change the quantity of an existing reservation select the reservation and click the Chg Qty button The Change Reservation Quantity screen is displayed Page 10 of 11 Reservations Scheduling Module User Manual Document Revision 1 Change Reservation Quantity Current Quantity Enter the new quantity and click Change If there is sufficient Hew Quantity quantity available the change is made Otherwise a message is displayed Change Cancel Purge Database The Purge Database function is used to delete all reservations prior to a specific date When this button is pressed the Purge Database screen is displayed Purge Reservations Purge Reservations On or Before F12 2009 Select the Purge Date using the date picker and click _ the Purge button A confirmation dialog is displayed Respond with Yes to delete the reservations NOTE THE PURGE FUNCTION CANNOT BE UNDONE BE SURE TO BACKUP YOUR DATABASE PRIOR TO PURGING Purge Cancel Reservation Report The Reservation Report is generated from the data on the screen However each item day time combination is totaled so you can see the total reservations for each slot Click the Report button to generate the report The report is sh
3. in the Name box It will be saved with the reservation Click the Make Reservation button If there is no availability for the item the item would be overbooked or the item is locked out a message is displayed asking if you want to make the reservation anyway In all cases a confirmation dialog showing the date time and quantity is displayed Reservation Maintenance To view the Reservations Maintenance screen click the Schedule Maintenance button on the Inventory screen side menu cl Reservation Maint The Reservation Maintenance screen will be displayed Page 9 of 11 Reservations Scheduling Module User Manual Document Revision 1 Ea Reservation Maintenance f m Ed Filtering Reservation Dates tem Final Clear From 12262009 To Reservations Reservation Date i tem Desc Cust Phone 1 Cust Phone 2 Use this screen to perform maintenance activities on reservations and print a reservations report Filtering On entry no item is selected In this case you can view reservations for all items that have a reservation Top view reservations for a single item click the Find button and select an item The Reservation Dates section can be used to select From and To dates If dates are used only reservations in the date range are shown Click the Show button to display reservations New Reservation You can make a new reservation from this screen by clicking the New button The Make
4. 10 00 AM 10 11 00 AM 10 12 00 PM 10 01 00 PM 16 Tuesday 1 5 Tuesday 01 00 PM 12 02 00 PM 12 03 00 PM 12 04 00 PM 12 05 00 PM 12 Wednesday 10 amp 2 Wednesday 10 00 AM 12 62 00 PM 12 Edit Schedules Assign Schedules Lockout Dates Assign Lockout Dates Lockout Date Sets Lockout Dates Creating Lockout Date Sets To add a new Lockout Date Set enter a name for the set in the box above the Add Set button Add dates to the Lockout Dates box by selecting the date in the date picker and clicking the Add Date button You can delete a date by selecting it in the Lockout Dates box and clicking the Delete Date button When the dates are correct click the Add Set button The name of the set will appear in the Lockout Date Sets box Editing A Date Set To edit a date set select the name in the Lockout Date Set box The dates will appear in the Lockout Dates box You can then add or delete a date When editing is complete click the Update Set button When a Lockout Date Set is updated it does NOT affect items that had the set assigned Deleting A Date Set To delete a date set select the name in the Lockout Date Set box Click the Delete Set button Deleting a set does NOT affect the items that had the set assigned Page 4 of 11 Reservations Scheduling Module User Manual Document Revision 1 Assigning and Removing Lockout Date Sets by DCS Click the Assign Lockout Dates tab to assign Lockout Date Sets to items by DCS Schedule Set
5. Reservations Scheduling Module User Manual Document Revision 1 User Manual Reservations Scheduling Module v1 0 For Retail Pro 8 Series v8 52 and Above Overview The Reservations Scheduling modification is used to keep track of how many reservations have been made for a particular item on a particular day and time Schedule Setup From the Schedule Setup screen you can enter a preset schedules that can be assigned to items You can also enter sets of lockout dates that can also be assigned to items To display the Schedule Setup screen click the Schedule Setup button from the Merchandise gt Inventory screen HE Schedule Setup The Schedule Setup screen is displayed Schedule Setup Schedules Hame o Day of Week Times Max Quantities Edit Schedules Assign Schedules Lockout Dates Assign Lockout Dates Schedule Hame Day of Week Sunday Add Time and Max Quantity sig 12 00 00 PM Add Time Quantity Delete Time Quantity Act Ipochate elete Clear Page 1 of 11 Reservations Scheduling Module User Manual Document Revision 1 Schedules A schedule consists of a name a day of the week times during that day and a maximum quantity for each time When a schedule is assigned to an item it defines when the item can be scheduled and for what quantity Typically the quantities represent people but could be anything such as groups of people cars planes etc An item can have multiple sc
6. en and Receipt screens When clicked the Make Reservation screen is displayed Make Reservation tem 1 T Rental tem Final Customer Phone 1 Phone Make Reservation Time Res Oty Hote 10 10 10 10 M S Make Reservation Cancel When selected from the Inventory screen the current inventory item is used as the item This can be changed using the Item Find button When selected from the Customer screen the current customer is used as the customer This can be changed using the Customer Find button When selected from the Receipt screen there is no default item or customer NOTE A CUSTOMER IS NOT REQUIRED TO MAKE A RESERVATION Make a Reservation To make a reservation start by selecting the date using the date picker The available times will be placed in the Time drop down box The times and available quantities will also appear in the Time Avail section below Make Reservation Page 8 of 11 Reservations Scheduling Module User Manual Document Revision 1 If there are no times the item is not scheduled for that day If the item is locked out for that date the message Date Is Locked Out will be displayed and the available quantities are zero With a date selected select a time from the Time drop down Enter the reservation quantity and any note NOTE If a Customer has been selected the name appears in the Customer Name box If a Customer has not been selected a name can be manually entered
7. hedules assigned to it but there can only be one schedule for each day of the week In the Schedule Setup screen you can define schedules that are later assigned to items This simplifies entering the schedule data for each item Adding a Schedule To add a schedule to an item enter a Name and select a day of the week from the drop down Set the time and quantity and click the Add Time Quantity button The time and quantity will appear in the Time Qty box You can delete a time and quantity by selecting that time quantity and clicking the Delete Time Quantity button When the times and quantities are correct click the Add button The schedule will be added to the list at the top of the screen Editing a Schedule To change the times for a schedule or change the day select a schedule The day times and quantities will be displayed Add or Delete times and quantities Click the Update button when all changes are complete When you are editing a schedule the Name cannot be changed Editing a schedule does NOT change the schedule for any items using that schedule Deleting a Schedule Select a schedule and click the Delete button to delete a schedule Deleting a schedule does NOT delete from any items to which it is assigned Assigning Schedules to Items by DCS You can assign a preset schedule to all the items in one or more DCSes from the Assign Schedules tab Page 2 of 11 Reservations Scheduling Module User Manual Document Revis
8. imes and quantities in the top section of the screen and this will be the schedule for the item In other words whatever schedule is shown in the top section of the screen will be the schedule for the item Entering Lockout Dates The Lockout Dates section of the screen operates in a similar fashion You can add and delete dates using the date picker Add and Delete buttons in the top right of the screen You can also assign a Lockout Date Set by selecting the set and clicking the Use Selected Dates button Whne you select a Lockout Date Set the dates are shown on the screen When a Lockout Date Set is assigned to an item it REPLACES any existing lockout dates However you can add or delete dates for the item using the Add and Delete buttons IMPORTANT NOTE Changes made to schedules DO NOT AFFECT EXISTING RESERVATIONS For example if you delete a time quantity and there is already a reservation for that day time the reservation is NOT canceled Changes to Lockout Dates DO NOT AFFECT EXISTING RESERVATIONS If a lockout date is added and a reservation already exists for that date the reservation is NOT canceled SCHEDULE AND LOCKOUT DATE CHANGES MADE AT THE MAIN ARE NOT POLLED TO REMOTES Page 7 of 11 Reservations Scheduling Module User Manual Document Revision 1 Making Reservations To make a reservation click the Make Reservation Button NE Make Reservation This button is available from the Inventory screen Customer scre
9. ion 1 Schedule Setup Schedules Mame Dayof Week _ Times Max Quantities Monday 16 1 Monday 10 00 AM 10 11 00 AM 10 12 00 PM 10 01 00 PM 16 Tuesday 1 5 Tuesday 01 00 PM 12 02 00 PM 12 03 00 PM 12 04 00 PM 12 05 00 PM 12 Wednesday 10 amp 2 Wednesday 10 00 AM 12 62 00 PM 12 Edit Schedules Assign Schedules Lockout Dates Assign Lockout Dates Q All Daaa CJE E E CI co uP on OH aA Remove Schedule From All tems in DCSes CIH a mMm OIM M M Select a schedule in the top section of the screen Check the DCSes that should be used Click the Assign Schedule To All Items in DCSes button The schedule will be assigned to the items NOTE When you assign a preset schedule to an item it REPLACES any other schedule for that weekday Removing Schedules from Items by DCS To remove a preset schedule from items by DCS select the schedule check the DCSes and click the Remove Schedule From All Items in DCSes button Lockout Dates Lockout Dates are specific dates when an item is unavailable for reservation even though it has times and quantities for that day From the Schedule Setup screen you can create sets of lockout dates that can then be assigned to items as Schedules are Click the Lockout Dates tab to create and edit sets of lockout dates Page 3 of 11 Reservations Scheduling Module User Manual Document Revision 1 Schedule Setup Schedules Mame Dayof Week Times Max Quantities S O Monday 16 1 Monday
10. own on the screen and can be printed using the print button Page 11 of 11
11. up Schedules Mame o Day of Week Times Max Quantities Monday 10 1 Monday 10 00 AM 10 11 00 AM 10 12 00 PM 10 01 00 PM 16 Tuesday 1 5 Tuesday 01 00 PM 12 02 00 PM 12 03 00 PM 12 04 00 PM 12 05 00 PM 12 Wednesday 10 amp 2 Wednesday 10 00 AM 12 62 00 PM 12 Edit Schedules Assign Schedules Lockout Dates Assign Lockout Dates Lockout Date Sets J All Feb Maint DJA AA Mar Maint Assign Dates To All tems in DCSes CE E C co uP on CHAA Remove Dates From All Rems in DCSes DJH AM OM MM These functions are exactly the same as assigning Schedules by DCS Check the DCSes in the DCSes box select a Lockout Date Set and click the Assign Dates to All Items in DCSes button or Remove Dates From All Items in DCSes button Note When you assign dates to items in a DCS the Lockout Dates in the set REPLACE any dates assigned to the item SCHEDULE AND LOCKOUT DATE CHANGES MADE AT THE MAIN ARE NOT POLLED TO REMOTES Page 5 of 11 Reservations Scheduling Module User Manual Document Revision 1 Individual Item Setup You can set up schedules and lockout dates for individual items using the Item Schedule Setup screen To display this screen click the Item Setup button from tiune Merchandise gt Inventory screen H Item Setup The Item Schedule Setup screen will be displayed ltem Schedule Setup tem 1 7T5 Rental tem 1 Schedule Capacity Lockout Dates 12 00 00 PM 2 5 2010 Monday Tuesday Ack
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