Siebel Hospitality Guide > Capturing Hospitality Opportunities > Adding Room Block Information to an Event Opportunity >
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
- Navigate to Opportunities screen > Opportunities List view.
- In the Opportunities list, query for and select the required opportunity record.
- In the Opportunity record, click the link in the Opportunity # field.
- Click the Room Blocks view tab, and select the room block to which you wish to add line items.
- 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.
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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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