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Entering and Tracking Booking Fee Information for a Quote

Each sales representative might be responsible for bookings for a region or a cluster of hotels. The representative can still book and refer customers to hotels outside of the representative's immediate area of responsibility. Hospitality properties outside the representative's region usually pay an agreed booking fee for the business.

Using the Fees view, the representative and event manager can enter the expected booking fees and then return to the view and complete the rest of the fields when the fees are collected.

This task is a step in Adding Details to an Event Quote.

To enter and track booking fee information for a quote

  1. Navigate to the Quotes screen, then the List view.
  2. In the Quotes list, query for and select the required quote.
  3. In the Quote record, click the link in the Name field.
  4. Click the Fees view tab.
  5. In the Booking Fees form, complete the fields.

    The following table describes some of the fields.


    Booking Fee Eligible

    When selected, this check box indicates that the quote is eligible for booking fees.

    Fee Eligible By

    Automatically populated with the User ID of the sales user who determines the quote to be eligible for a booking fee.

    Booking Fee Amount

    The amount of the booking fee that is due.

    Eligible Date

    The date the user sets the booking fee eligibility.

    Booking Fee Accepted

    The check box indicates that the booking fee information has been verified.

    Fee Accepted By

    The ID of the representative who accepts the eligibility claim.

    Accepted Date

    Automatically populated when the hotel representative indicates acceptance of the eligibility claim.

    Booking Fee Collected

    When selected, this flag indicates that the booking fee has been collected.

    Collected Amount

    The amount of the booking fee that is collected.

    Collected By

    The User ID of the sales representative who collects the booking fee.

    Collected Date

    The date the booking fee is collected.

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