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About Property-Specific Quotes


When the event sales representative generates a quote for each property that meets the requirements of the event, this action marks the transition between the opportunity phase of event planning to the quote phase.

The opportunity is used to capture customer information about the event that may be applicable to a number of properties. Based on the information, quotes are generated, and the generic information is transformed to property-specific information. Quotes incorporate the availability and pricing response from each property, given the generic requirements captured during the opportunity stage.

Creating a property quote from the Opportunity screen's Properties view launches several system processes. Figure 7 shows an example of a typical process flow.

Figure 7.  Generate Quote Processes
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As shown in Figure 7, when a quote is generated, the following processes occur:

  • Opportunity information is transferred to the quote. This includes notes and billing information.
  • The mapping of generic products detailed in the opportunity are mapped to property-specific products.
  • Room block information and line items from the opportunity are transferred to the Quote's Room Block views. In addition, the property availability check is launched to determine the availability of specified rooms. As part of this process, generic sleeping rooms are mapped to specific sleeping room types. A best-fit algorithm is also launched for function space availability which translates the generic requirements for functions and maps them to property-specific function spaces.

    NOTE:  If the bypass flag has been set for any of the properties, the function space availability and the sleeping room availability checks are skipped.

  • After the availability check is completed, the pricing process occurs.
  • An asset inventory check and pricing for catering products occur for products of type Critical.

Quotes and Non-Participating Properties

For nonparticipating properties, generic products (line items and room blocks) are mapped to property-specific products.

However, pricing information is not associated with room blocks, and the availability check for both room blocks and function space is not performed.

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