To select a unit, click the radio button to the left of the unit
Once a unit is selected, the appropriate property functions will become accessible
(note, the edit functions are only available to users with Properties: update or management access)
Adding a unit
To add a unit, select the parent of the unit (from where the child will be added)
Click the Add… button (this button changes its name depending on if a business, property or accommodation
unit it selected) in the function area:
When a business is selected the 'Add' button in the function area is to add a business/property
On click of the Add Property/Business a blank property/business window opens
To create a business, leave the Property checkbox blank - to create a property click the Property
checkbox (a tick should appear in the box)
Clicking the Property indicator will differentiate business units and properties.
When a unit is flagged and saved as a property, it means the property can have accommodation items
linked to it and a rates tab becomes available for setting up accommodation rates
Enter the relevant details and click Save and Close on the pop-up toolbar
On closing the pop-up, the property/business will be added to the tree
When a property is selected the Add button in the function area is to add an accommodation type
On click of Add Accommodation a blank accommodation window opens
Enter the relevant details and click Save and Close on the pop-up toolbar
On closing the pop-up, the accommodation will be added to the tree
When an accommodation type is selected the Add button in the function area is to add another accommodation type to the same parent (add an accommodation type as above)
Editing a unit
To edit a unit, select the unit and click the Edit/View button
The unit's details window opens, select Edit from the toolbar - edit the record as required and
click Save and Close to save the changes and exit the pop-up
Select the unit and click to edit/View button
Deleting a unit
To delete a unit, select the unit and click the Delete Selected button
A confirmation window will open, click Yes to confirm the deletion
The property tree will be refreshed:
If the unit and its children have not been allocated in the system (i.e. applied to a reservation),
the screen will be refreshed and the unit will be removed
If the unit (or one of its children) have been allocated in the system (i.e. applied to a
reservation), on refresh of the property tree the unit will still be displayed, however it is flagged
as 'inactive'. This means that it will not be available in future, but will be kept on the system for
reporting and archiving *
An inactive unit is displayed in italics on the property tree
To return an inactive unit to active, select the unit, click the Edit/View button and change the
Inactive status to Active from the details form (this indicator is only visible on inactive records)
An inactive unit is shown in italics. Return the status to active by changing it from the Record Status drop down
* Review General Terms and Definitions in the Resrequest Overview module for more details on working with inactive indicators
Moving a unit up
Use the Move Up and Move Down functions to change the hierarchy of the property tree (this will also change the structure displayed on the calendars)
Select the unit to be moved (when a parent is selected, the parent and it's children will be moved)
Click the Move Up button (the property tree is refreshed with the change)
Once the unit is at the top of the hierarchy, it cannot move further
A unit cannot be moved outside of its parent, for example: an accommodation unit
can only be moved within its parent property
Moving a unit down
Select the unit to be moved (when a parent is selected, the parent and it's children will be moved)
Click the Move Down button (the property tree is refreshed with the change)
Once the unit is at the bottom of the hierarchy, it cannot move further
Printing the property tree
To print the property tree, click the Print button on the toolbar
From the Windows® dialog box select the print parameters and click Print
