Updating the Rate Calendar

Use the Rate Calendar to edit the inventory, sell rules, pricing, and policies through the Rate Calendar.

In this topic

Updating Inventory

Inventory values indicate the number of items that can be sold for each day in the calendar view. In the Rate Calendar, you can edit these numbers plus add oversell values for a selected item.

Getting Started

Before you update inventory, you must complete the following steps.

Click to set the Rate Calendar to Inventory Mode.
Select Filter Items (to show items with rates) and Filter Inventory. Click to see Filter Options.

Updating the Inventory

To update inventory for a room type via the Rate Calendar:

Find the rate or item you want to update inventory values for in the Rate/Item list.
Do one of the following:

If you...

Then...

click (Inventory icon)

follow these steps:

In the Inventory Info pop-up window, select a Set By option:

Select Date to select a date range and applicable days of the week for this update
Select Rate Season to apply this update to a rate season (only if rate seasons exist under Season Setup)

Enter a number of items to sell in the To Sell field.
Enter the number of items that can be sold above the To Sell amount in the Oversell field.
Click the Save button.

click the arrow to the left of the Inventory icon to expand the inventory calendar

follow these steps:

Hover your cursor over the To Sell or Oversell fields for any single day and you will see the (edit) icon.
Click the field you want to edit.
Enter your inventory values.
Press the Enter key on your keyboard to save the value.

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Updating Sell Rules

Sell Rules indicate restrictions associated with items or rates. In the Rate Calendar, you can determine what sell rules are applicable for your items or rates and can add restriction values when necessary.

Before you update sell rules, the Rate Calendar must be set to Inventory Mode () and you must select the Filter Items and Filter Sell Rules. Click to see Filter Options.

Updating Sell Rules

To update Rate Calendar sell rules:

Find the rate or item you want to update sell rules for in the Rate/Item list.
Do one of the following:

If you ...

Then...

click the (Sell Rules) icon

follow these steps:

In the Sell Rules pop-up window, select a Set By option:

Select Date to select a date range and applicable days of the week for this update.
Select Rate Season to apply this update to a rate season (only if rate seasons exist under Season Setup)

Select the Sell Rule from the drop-down list.

Note: Use the Remove checkbox to remove the restriction.

Enter the restriction value in the Units field when a restriction requires a numerical value, such as minimum or maximum length of stay.
Click the Save button.

click the arrow to the left of the Sell Rules icon to expand the sell rules calendar

follow these steps:

Hover your cursor over the sell rule field for any single day and you will see the (edit) icon
Click the field you want to update.

If the field contains a checkbox, select the checkbox
If the field requires a numerical value, enter the value.

Press the Enter key on your keyboard to save the sell rule.

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Updating Pricing

Pricing values (rates) indicate the cost to the consumer for the items being sold. In the Rate Calendar, you can enter a value in the fields for each adult, extra adult and child per item.

Before you can update pricing, the Rate Calendar must be set to Inventory Mode () and you must select the Filter Items and Filter Pricing. Click to see Filter Options.

Updating the Price

To update the price of an item on a rate plan:

Find the rate or item you want to update pricing for in the Rate/Item list.
Do one of the following:

If you ...

Then...

click the (Pricing) icon

follow these steps:

In the Pricing Info pop-up window, select a Set By option:

Select Date to select a date range and applicable days of the week for this update
Select Rate Season to apply this update to a rate season (only if rate seasons exist under Season Setup)

Enter a pricing value for each applicable price point

Note: Use the Remove checkbox to remove the restriction.

Click the Save button.

click the arrow to the left of the Pricing icon to expand the pricing calendar

follow these steps:

Hover your cursor over the Pricing field for any single day and you will see the (edit) icon
Click the field you want to update.
Enter the pricing value.
Press the Enter key on your keyboard to save value.

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Updating Policies

You can update the guarantee/deposit, cancel, early checkout and no show policies in the Rate Calendar. Policies can be updated from the view.

Before you can update policies, policies must be created for your property, the Rate Calendar must be set to Inventory Mode () and you must select the Filter Items and Filter Policies. Click to see Filter Options.

Updating the Calendar

To update rate policies via the Rate Calendar:

Find the item linked to the rate in the Rate/Item list. Seasonal policies must be set on each item associated with a rate (see Appendix A for policy hierarchy).
Do one of the following:

If you ...

Then...

click the (Policies) icon

follow these steps:

In the Policies Info pop-up window, select a Set By option:

Select Date to select a date range and applicable days of the week
Select Rate Season to apply this update to a rate season (only if rate seasons exist under Season Setup)

Select policy type to apply to the item using the Policy Type drop-down list.

Note: Use the Remove checkbox to remove the restriction.

Select an available policy to apply to the item using the Policy drop-down list.
Click the Save button.

click the arrow to the left of the Policies icon to expand the policies calendar

follow these steps:

Hover your cursor over the Policy field for any single day and you will see the (edit) icon.
Click the field you want to update.
Select an available policy to apply to the item using the Policy drop-down list.

Press the Enter key on your keyboard to save the value.

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