Siebel Hospitality Guide > Working with Inventory > Management of Functions at the Quote Stage >

Using Reserve and Next Fit to Hold Function Space

The sales manager can use the Reserve button on the Quote Function view to reserve a specific space or category. The manager uses the Next Fit button when he or she wants the system to find available function space that meets the event requirements.

Reserve

The Reserve button is typically used under the following conditions:

• Availability checks for the function were bypassed at the opportunity stage. The sales user updates information for the function space, setup style, expected number of attendees, function type, date, start time, and duration in the Quote Functions view. The user then clicks Reserve to hold the specific space, if available.
• The user adds a new function to the quote, selects a function space, and completes the rest of the fields for the function record. The user then clicks Reserve, and the specific space, if available, is reserved.
• If the user wants to change the function space category or specific space, the user can select a different function space and click Reserve to launch the availability check for the new function space.

Next Fit

When the Next Fit button is clicked, the best available function space (based on number of attendees, setup style, and physical area specified in the function) is selected, and the inventory status is Reserved.

For example, after an opportunity is created and a quote generated, the user reviews the function space availability in the Quote Function view, Inventory Status field. The function record's inventory status field shows a value of Unreserved if the function space reservation could not be completed. At this point, the user clicks Next Fit to launch the process of finding and reserving the best available function space.

In some circumstances the Next Fit process may not locate any available spaces. In this case, the system returns the best-fit function space with a status of Unreserved.