Standard Operating Procedure Manual for new SynXis Environment. Table Of Content

Transcription

1 Standard Operating Procedure Manual for new SynXis Environment Table Of Content Objective 2 1. Assigning Policies Assigning Policies - Step by Step 3 2. Performing Rate Overrides View/Set Rate Overrides - Step by Step Set Overrides over Date Range - Step by Step Stay Restrictions Viewing Stay Restrictions - Step by Step Setting Stay Restrictions - Step by Step 21 SOP - Manual for new SynXis Environment Seite 1

2 Manual for new SynXis Environment Objective: To enable a smooth and easy transition to the new SynXis environment. Get ready to transform your SynXis CRS experience with the upcoming September CRS Release (scheduled for September 20). The already powerful SynXis CRS is getting a redesigned look and feel - giving you improved efficiency, productivity and control! First impressions of users of the new SynXis environment: Clear, not complicated, user friendly Much more concise, had filters on left which was nice. It s also quicker, don t have to scroll. It was easy for me to navigate Concise, better use of real estate, less scrolling logical to build, easy to navigate SOP - Manual for new SynXis Environment Seite 2

3 1. Assigning Policies Setup > Policies > Policy Assignment Both Cancellation and Guarantee Policies will be set up by the Design Hotels Distribution Team upon request. When specific policies are mentioned on a Rate Form, these will be set up and assigned to the rate plan by Design Hotels for your convenience. You also have the option to independently assign policies both on hotel and rate level. Please see the steps below. Policy Assignment - Step by Step Step 1 Select Setup Step 2 Dropdown Box opens Select Policy Assignment Note: the steps are the same as within the old SynXis layout, only the navigation toolbar has been moved and provides a better and more self-explaining overview: SOP - Manual for new SynXis Environment Seite 3

4 Step 3 Amend policies on hotel or rate level: SOP - Manual for new SynXis Environment Seite 4

5 Step 4 Select applicable rate/s from dropdown box in the Filter : Step 5 Select applicable policy: SOP - Manual for new SynXis Environment Seite 5

6 Step 6 Select Apply : Step 7 Apply policies: If assigned, Rate level policies trump any Default or Hotel level policies. If assigned, Hotel level policies trump any Default policies. Default Policies are always in place, even if no Hotel or Rate level policies are assigned: SOP - Manual for new SynXis Environment Seite 6

7 2. Performing Rate Overrides Manage > Availability > Rate Overrides Rate Overrides have the following effects: o Overrides Base Rate for one or more nights o Overrides any Floor/Ceiling Rates for Derived Rates o Offsets are still applied from the season to the override rate SOP - Manual for new SynXis Environment Seite 7

8 2.1 View / Set Overrides Step by Step Step 1 Navigate to Rate Override function and select: SOP - Manual for new SynXis Environment Seite 8

9 Step 2 Select date: Step 3: Select number of Days to View : SOP - Manual for new SynXis Environment Seite 9

10 Step 4: Select applicable rate from dropdown box: SOP - Manual for new SynXis Environment Seite 10

11 Step 5 Select applicable room/s from dropdown box: SOP - Manual for new SynXis Environment Seite 11

12 Step 6 Select Apply : Step 7 Amend rate overrides the same way as in old SynXis: Note: Please Save your changes to apply. Note 1: As a new feature when scrolling over the date to be overridden, that base rate and offset will be automatically displayed in a popup window: SOP - Manual for new SynXis Environment Seite 12

13 2.2 Set Overrides over Date Range - Step by Step If you would like to set overrides for an entire period you should use this option. Step 1: Select rate by clicking on it: Step 2: Set rooms, date range and override value and save your changes: SOP - Manual for new SynXis Environment Seite 13

14 SOP - Manual for new SynXis Environment Seite 14

15 3. Stay Restrictions Manage > Availability > Stay Restrictions Six Level of Hierarchy 1. Hotel Level restrictions will affect all rooms and all rates 2. Rate Category restrictions will affect all rates that reside within the category indicated 3. Room Category restrictions will affect all rooms that reside within the category indicated 4. Rate restrictions will affect any rate that is indicated in the rate tree 5. Room restrictions ions will affect any room that is indicated in the room tree 6. Product restrictions will only affect the indicated combination between a room and rate type Type of Stay Restrictions Closed - Ensures that no reservations will be accepted No Arrival - No reservation will be accepted for check in on this day No Departure - No guest will be allowed to depart on this day Min/Max Stay Arrival - A guest arriving on this date must stay at least / at most X number of nights Min/Max Stay Thru - Requires a guest to stay at least / at most X number of nights if ANY PART of the stay includes this date SOP - Manual for new SynXis Environment Seite 15

16 Close to Arrive by Length of Stay Pattern - No arrivals will be allowed for the length of stay selected Min Lead Days Reservation must be booked at least X number of days prior to arrival Max Lead Days Reservation can only be booked X number of days within arrival date Lead Time - Reservation must be booked by a certain time of day (normally in conjunction with Lead Days or Max Sell Date) Min Sell Date Reservation can be booked from this date Max Sell Date Reservation must be booked up to this date. (Previously known as Lead Book Date) Sell Limit Allows sale of inventory until the limit is met. This ensures that once that number of reservations for that room or rate has been sold, the room or rate will be unavailable Sell Threshold - Allows sale of inventory until the threshold is met. This ensures that once the inventory has only that number of rooms remaining (unsold), the Room Type will be unavailable SOP - Manual for new SynXis Environment Seite 16

17 3.1 Viewing Stay Restrictions - Step by Step Step 1 Use the Filter dropdowns to make your selection: SOP - Manual for new SynXis Environment Seite 17

18 Step 2 Select Rooms, for example all rooms as in screenshot below: SOP - Manual for new SynXis Environment Seite 18

19 Step 3 Select one or all rates, for example only Best Available Rate as in screenshot below: Step 4 Select the stay restriction types and the restrictions levels you want to manage, for example close availability on rate level as in screenshots below: SOP - Manual for new SynXis Environment Seite 19

20 SOP - Manual for new SynXis Environment Seite 20

21 Step 5 Select Apply and all stay restrictions related to the chosen criteria will be displayed: 3.2 Setting Stay Restrictions - Step by Step To set stay restrictions, follow these steps: Step 1 to 6: Follow the same steps as mentioned above to view stay restrictions. Step 7 Select Add Stay Restriction, for example on rate level as in screenshot below: Step 8 Enter all restriction criteria the same way as in the old SynXis and save the changes: SOP - Manual for new SynXis Environment Seite 21

22 SOP - Manual for new SynXis Environment Seite 22