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Adding Room Block Line Items to an Opportunity


The following procedure details how to add room block line items to an opportunity.

This task is a step in Adding Room Block Information to an Event Opportunity.

To add room block line items to an opportunity

  1. Navigate to Opportunities screen > Opportunity List view.
  2. In the Opportunities list, query for and select the required opportunity record.
  3. In the Opportunity record, click the link in the Opportunity # field.
  4. Click the Room Block view tab, and select the room block to which you wish to add line items.
  5. Scroll down to the Room Block Line Items list, create a record and complete the fields.

    NOTE:  If a room block has not yet been created, you can click New in the Room Block Line Items view to create a default room block with which the new line item is associated. Clicking this button may help to speed up data entry.

    The following table describes some of the fields.

    Field
    Comments

    Date

    Date of the room block.

    Day #

    Day number associated with the room block line item.

    Day

    Automatically calculated based upon the date. This field is read-only.

    Room Type

    Room types for each room block line item.

    Contracted

    The number of rooms for a particular room type, according to the contract.

    Projected

    The number of rooms for a particular room type that the sales user thinks could actually be used.

    Blocked

    The number of rooms for a particular room type that the sales user would actually block to account for cancellations and so on.

    Complimentary

    The number of complimentary rooms for each room block line item.

NOTE:  At the bottom of the Room Block Line Items list, there is a Totals row, which shows the total number of room blocks from all room block line items.

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