RezNEWS HOT TIP
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Sort the guest list from the POS screen in RezStream Professional!
Did you know that the Point of Sale screen is very powerful and allows you to perform a variety of tasks? Front desk personnel can now sort the guest/invoice list to quickly pull up arrivals, departures, and active reservations all with the click of a button. This month’s HOT TIP will illustrate how to sort through this list to determine if a guest is arriving, departing, has a balance due, and if they have any incidental charges on their folio.
From the Point of Sale screen, it’s a snap to perform these handy reservation functions:
- View and sort reservations and invoices;
- Edit and view invoices, including payments applied to invoices;
- Check in or check out a reservation;
- Create and manage unlimited point of sale (POS) items;
- Take advantage of special bar-coding needs using the inventory management;
- Create point of sale (non-reservation) invoices;
- Create and track gift certificates;
- Record a payment for an invoice;
- Cancel reservations;
- Destroy invoices; and
- Search for a specific guest contact or invoice.
Accessing the Point of Sale screen
To access the Point of Sale screen, click the Point of Sale button on the left-hand side of the main RezStream Professional screen or press F4 on your keyboard.
The All Invoices screen will display. This screen contains a complete guest list with a synopsis of reservation details including invoice number, date reservation was recorded, guest last and first name, arrival date, end date, unit # that the reservation begins in, whether a guest is checked in or out, number of adults and children, daily charges, hourly charges, POS charges, total charges, and total of payments made.
Viewing and sorting the reservation list
You can easily manage your reservations in a list view from the Point of Sale screen by using the View and Select options. These options allow you to filter your guest list by selecting desired criteria from available radio buttons or check boxes located at the bottom of the Point of Sale screen.
The various filtering options are listed below.
View options
- Select Active Reservations to view reservations that are in-house.
- Select Arrivals to view reservations that are arriving today.
- Select Arrival – No Shows to view reservations arriving today that have not been checked in.
- Select Pending Reservations to view reservations for future dates.
- Select Past Reservations to view reservations for past dates.
- Select Departures to view reservations that are departing today.
- Select Paid Only to view reservations that have full payments applied.
- Select Partial Payment to view reservations that have partial payments applied.
- Select No Payment to view reservations that have no payment applied.
Select options
- Select Has Daily Charges to view invoices that have Daily charges (room reservations).
- Select Has Hourly Charges to view invoices that have Hourly charges (hourly reservations).
- Select Has POS Charges to view invoices that have Point of Sale charges.
Note: One radio button may be selected from the View list. Multiple filters can be chosen from the Select list.
Once you have filtered the list, click the Print List button to print a copy of the guest list displayed on the screen.
Searching for a specific contact or invoice
- Select the Point of Sale button.
- Type the name you are searching for in the "Find" text field at the bottom of the screen. In our example, we are searching for the invoice for a guest named “Adams.”
- Click on "Find." The “Adams” individual line of the All Invoices screen will be highlighted. Double click on this line to access the invoice you would like to view.
Note: You can limit a search by using the radio buttons under the "View" area. Click on any button to limit a search. To clear a search, click back to the radio button "All Invoices."
Additional Resources:
For more information about the Point of Sale screen or other functionality of RezStream Professional, view our online training demos accessed from the following web page: http://rezstream.com/software_demos.htm. As always, RezStream support can be reached
at 303-872-0220. Normal support hours are Monday through Friday, 8AM to 5PM, MST.
