About Property-Specific Quotes

After the event sales representative generates a quote for each property, the opportunity phase of event planning ends, and the quote phase begins.

The opportunity is used to capture customer information about the event that might be applicable to a number of properties. From the customer 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, Properties view starts several system processes. The following image shows an example of a typical process flow.

As shown in the image, when a quote is generated, the following processes occur:

• Opportunity information is transferred to the quote. This includes notes, billing information and macro estimates.

• The generic products detailed in the opportunity are mapped to property-specific products, if the product mapping has been defined. For more information about product mapping, see Mapping Property-Specific Products to a Generic Catering Product.

• Room block information, room blocks, and line items from the opportunity are transferred to the Quote screen, Room Block views. In addition, the property availability check is started 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 applied for function space availability. This algorithm 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, Siebel Hospitality skips the function space availability check and the sleeping room availability check.

• After the availability check is completed, the pricing process occurs.

• An asset inventory check for critical catering products is performed.