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IO 5 – Video Guide – Transcript of the
videos
Video 3 – Menus Overview
Hello, welcome back to the FFOED video guide. In the first video of this guide, the login
details were presented. So feel free to stop the video and log into the Previo right now!
Let’s review the menu options to understand the individual details available. Some of them
might not be used directly in front office operations, but it is crucial to know where to find
various information about the hotel, hotel guests or other functionality. This video will
simply showcase the content of the menu items, and a more detailed overview will be
provided in standalone videos.
Starting from the top left-hand side, we can see three major icons.
• The first one is the Reservation calendar, which will be used for the majority
of the activities connected to reservation management. Reservation Callender
showcases the individual reservations and their allocation to specific hotel rooms.
The reservation will not be shown on this screen if it is a floating type of
reservation.
• You can move to the second icon, labelled Reservation list, to get the
complete list of the relevant reservations. This screen allows you to find the
reservation or more reservations based on the predefined criteria. Filters are shown
on the left side of the screen and might be applied to find the needed reservations.
• Lastly, the pie chart showcases the Dashboard, an overview of the hotel
operations and performance for selected dates. The Dashboard is connected to
reports, which the supervisor and managers would mostly use. In some cases, the
reports might be helpful for you. That is why we will take a look at them as well.
The standard menu contains several options.
• The first one is guest, where you can enter the Guest Database, manage
Contact Person or simply the contact details on stakeholders, create a Foreign
Guest Register for the Foreign Police, generate a Guest Book for local authorities,
manage company profiles and create mailing campaigns.
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• The second menu option is Payments. In the first submenu, you can search
through the issues accounting documents and the payments based on the defined
filters, manage stock transactions, manage money exchanges and exchange
courses, create a closure, or connect the system to a standalone accounting
application through codebooks.
• The third section is focused on reporting. This section is mainly used by the
hotel management, as there is a user overview for tracking the activity of the
individual employees, the possibility of creation of a report for statistical authority
or daily overview, a visitor tax overview to be shared with the local authority, check
the review from connectivity partners of check the managers reports.
• The fourth section is devoted to prices and pricing strategy of the
accommodation facility. The most crucial section is the pricelist, closely connected
with the meals and revenue management. You can also allow the acceptance of
foreign currencies, set the exchange rates, set the visitors’ tax, define discounts and
surcharges, and create and price the stay packages.
• The owners and hotel managers mostly use the setting to prepare the hotel or
other accommodation facilities for operations. In the settings section, you can
define a hotel room, set the amenities provided by the company, create users, and
manage the hotel web reservation system of the concierge app.
• The sixth section of the menu is devoted to housekeeping. Within this section,
you can see the current status of the hotel’s rooms, the number of defects, the
hotel quests staying in individual hotel rooms, and the assigned employees
responsible for cleaning the rooms. Another submenu is devoted to defects and
their management and general tasks for hotel employees.
• The last section of the menu is only used to help the users with the operations
of the PMS and problem-solving.
You can see the property’s name at the end of the menu section. If you run a multi-property
business, you can simply switch the profiles and move to another property you prefer. Your
user’s name closes the whole top section of the PMS and allows you to log out, change
passwords, change the language, or, in general, edit the user.
That was pretty intensive, but where to find individual functions. Let’s focus on the activities
that will create the content for most of the menu sections mentioned before. In the
following video, we will focus on the reservation calendar and get back to individual sections
of the Previo menu after making some reservations.
See you in the following video!