Siebel Hospitality Guide > Setting Up Property-Specific Menus and Packages > Process of Creating Property-Specific Products >

Adding Products to a Property


To add product records to a selected property, follow this procedure.

NOTE:  Products must be released to make them visible to users. Siebel Hospitality releases a product automatically when you finish creating the product. For more information about releasing products, see the chapter on releasing products and other versioned objects in Siebel Product Administration Guide.

This task is a step in Process of Creating Property-Specific Products.

To add a product to a property

  1. Navigate to the Property Administration screen, then the Properties view.
  2. Identify the property to which to add a product, and drill down on the Name field of the property record.
  3. Click the Event Order/Menu Items view tab.
  4. In the Event Order/Menu Items list, add a new record and complete the necessary fields.

    Some fields are described in the table that follows.

    Field
    Comments

    Type

    Picklist selections are as follows:

    • Event Order Item. Identifies a non-F&B-related product.
    • Menu Item. Identifies a F&B-related product.

    Grouping

    Identifies groups of related products. Allows you to associate this product with a product grouping. This enables users to construct searches for products on the groupings to which they belong.

    Available values can vary according to the selection in the Type field. Product groupings are user-defined and are specific to the business requirements of your company.

    For example, Ice Creams might be a grouping, helping users to find the ice creams that are stocked at a property.

    Resource Type

    Picklist selections are as follows:

    • Critical. The item is necessary for an event to occur. The application tries to reserve this item when a quote is created.
    • General. The item is noncritical; that is, not necessary for an event to occur.
    • Non Critical. The item is noncritical; that is, not necessary for an event to occur.

    Revenue Sub Category

    Revenue subcategory with which to associate this item.

    Revenue Category

    Read only. Populated from the selected Revenue Sub Category.

    Parent Revenue Category

    Read only. Populated from the selected Revenue Sub Category.

    Substitutes

    The products that can be substituted for the current product. Displayed selections are limited to those of the same Product Type as the current product. You can select multiple substitutes. This enables users to select substitute products from the list of those you specify.

    Recommendation Message

    A message that a user can use to influence a customer to buy the product. For example, if the product is an entree, you might specify a wine that is compatible with that entree.

    Preventative Maintenance Plan

    Allows you to associate a preventative maintenance plan with the product.

    After being associated with a preventative maintenance plan in this view, the product becomes visible on the Administration - Preventive Maintenance screen, Products view. For more information about preventative maintenance plans, see the chapter on preventive maintenance in Siebel Field Service Guide.

    Start Date

    The first day when the product is available. Default value is the current date.

    End Date

    The last day when the product is available.

    Generic Product

    Allows you to associate a single generic product with the current property-specific product. Siebel Hospitality uses this information when generating a quote to map this specific product to the associated generic product specified in the opportunity.

    Selections are limited to products of Type equal to Generic, and with valid start and end dates. The current product will replace the specified generic product in quotes.

  5. (Optional) Click Check Description Spelling to check the spelling in the Description field.

When you save the record, Siebel Hospitality creates the product, releases it, and associates it with the default catalog category for the current property.

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