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Capturing Booking Fee Information


Each sales representative in the hospitality industry is 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-upon booking fee for the business.

Using the Fees view, the representative and events 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 and Process of Managing Property-Specific Event Quotes.

To enter and track booking fee information

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

    The following table describes some of the fields.

    Field
    Comments

    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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