Entering Historical Quotes Manually
To manually enter a quote associated with a historical opportunity, follow this procedure.
This task is a step in Process of Managing Histories and Futures Data.
To enter a historical quote manually
Navigate to the Histories screen, histories view.
In the Historical Opportunities list, select an opportunity with which to associate a quote.
Scroll down to the center of the view.
In the Quotes list, add a quote record to the currently selected opportunity.
Complete the fields, as required.
Some fields are described in the following table.
Field Comments Property
Name of the property in which the quote event occurred. Clicking the link displays the Property screen, Properties view.
Peak # Rooms
Calculated field. Compiled from the Room Block totals associated with the current quote record.
Picked Up
Calculated field. Compiled from the Picked Up totals associated with the current quote record.
Total Revenue
Calculated field. Compiled from the revenue figures (Room Block, Functions, and so on) associated with the current quote record.
% Double Occupancy
Calculated field. The percentage of Double Rooms against Total Rooms Blocked. The calculation is as follows:
(Double Room Percent divided by Total Rooms Blocked) multiplied by 100.0
The Double Room Percent is displayed in the Quote screen, Room Block Info view, in the Double % field under the Occupancy % heading.
% No Shows
Calculated field. It is compiled from the difference between the Agreed and Actual counts.