Sales and Event Management Functionality Matrix

Table 11-1 Sales and Event Management Functionality Matrix

Feature	Description	Reference	OPERA Cloud Foundation	OPERA Cloud Sales & Event Management Essentials Edition	OPERA Cloud Sales & Event Management Standard Edition	OPERA Cloud Sales & Event Management Premium Edition
Sales
Activities	Sales activity management for Contacts and Sales Accounts	For more information, see Activities
Activity Auto Traces	Rule-based activity generation for Contacts and Sales Accounts and Activities	For more information, see About Sales Activities Auto Traces
Sales Manager Goals	Define Sales Manager Goals for Group Rooms & Catering, Transient Rooms, and Activities	For more information, see Configuring Sales Manager Goals
Opportunities	Manage blocks and events opportunities and track the business lost and won.	For more information, see Managing Opportunities
Sales Account Forecast	Define the expected revenue and room nights on sales accounts for specific periods of time,	For more information, see Managing Sales Account Forecast
Sales Accounts, Sales Information	Sales Account attributes such as Business Potential, Scope, Influence, Competition	For more information, see Sales Information
Relationships	Define associations between individuals, companies, travel agents, sources and contacts. Relationships can be used to facilitate the distribution of negotiated rates and supports roll up statistics.	Managing Profile Relationships
Contacts	Manage Contact profiles, and associate to Sales Accounts.	Managing a Guest or Contact Profile
Sales Owner	Track the assigned Sales Agent for Accounts and Contacts	Managing a Sales Account Profile
Block Management
Business Blocks	Business block management - multiple date and room type allocation.	For more information, see Blocks
Block Traces		For more information, see Managing Blocks Traces
Block Restrictions	Set rate restrictions on blocks	For more information, see Managing Block Restrictions
Rooming List / Import	Block reservation import functionality	For more information, see Group Rooming Lists
Master/Sub Allocations	Sub Allocations pull inventory from a Master Allocation.	For more information, see Master and Sub-Allocations
Master/Sub Blocks	Parent-sub hierarchy for group blocks, for single or multiple properties.	For more information, see About Master and Sub Blocks
Elastic Blocks	Ability to book group reservations outside of the block dates, or for room types not included in the block	For more information, see Non-Elastic, Elastic, Sell Limits, and Shoulder Dates
Tour Series	Reoccurring blocks on a define frequency	For more information, see Creating a Tour Series
Quick Room Grid Ranking Lowest Guaranteed Rate Non-Compete Conversion	Enables additional fields in Business Blocks	For more information, see OPERA Controls — Blocks
Group Rooms Control	Group Rooms Control (GRC) availability page.	For more information, see Using Group Rooms Control
Group Rooms Control	Sell Messages Non Compete Rate Protect
Sales Allowance	Create blocks from inventory allowance allocated to sales agents.	For more information, see Configuring Sales Allowances
Event Management
Simple Events	Essential Event Management	For more information, see Simple Events
Catering Events	Advanced Event Management	For more information, see Events
Event Diary	Event Diary	For more information, see Using the Function Diary
Sub Events	Linked events in either in the same function space or a different space.	For more information, see Managing Sub Events
Alternate Space	Nominate an alternate event space as backup	For more information, see Managing Alternate Space Events
Advanced Function Space Handling	Combo-rooms and shareable spaces	For more information, see Configuring Function Spaces
Catering Packages	Collection of events and their associated menus, inventory items, and function space.	For more information, see Managing Catering Packages on Blocks
Event Posting (Billing)	Post event charges directly to a posting master reservation account.	For more information, see Posting Charges for Events
Event Templates	Collection of events and their associated menus, inventory items, and function space. These events are configured together to allow for quickly adding them to a block in one action.	For more information, see Creating Events from a Template
Event Wait List	Place an event on wait list for a specific function space and date	For more information, see Managing Event Waitlist
Forecast Event Revenue	Default revenue forecasts by date and revenue types.	For more information, see Managing Events Revenue Summary
Advanced Event Forecast	Allows forecast to be done by date, revenue types, market code and/or booking type	For more information, see Configuring Event Forecasts
Multi Edit Events	Select and edit multiple events in a single process.	For more information, see Editing Multiple Events
Quick Event	Ability to create a new event via functions diary and auto-create the required block.	For more information, see Using Quick Events
External URL	URL field in Event Overview, displayed as hyperlink in read state.	For more information, see Managing Events
Inventory (Guest) Rooms as Meeting Rooms	Ability to setup inventory rooms as event space and select for events.	For more information, see Configuring Rooms
Event Resource Management
Event Resources	Event Resource Management - Menus, Items	For more information, see About Event Resources
Item Templates	Groupings of items commonly sold together. When an item template is selected for an event, all items are added along with their respective pricing.	For more information, see Configuring Item Templates
Multi Choice Menus	Offers the ability to choose from several options which menu items will be included in the menu.	For more information, see Creating a Menu
Item Inventory Warning	Show inventory warnings for items
Custom Resources	Ability to create custom menu items and items	For more information, see Managing Custom Items Managing Custom Menu Items
Menu Item Demand Factor	Setup demand factor on menu items when configuring menus	For more information, see Configuring Menus
Quick Insert	Ability to add menus and items via a quick insert code.	For more information, see Configuring Menus Managing Event Resources
Resource Cost	Enables a cost fields for catering resources.	For more information, see Configuring Item Inventory Configuring Catering Package Pricing Editing Event Menu Resources
Resource Discount	Apply a discount to all menus and any items marked as discount-able.	For more information, see Applying Discounts to Event Resources
Stationery / Reports
Contract	Customisable contract document	For more information, see Contract Merge Report (Based on Sample_Cont_Merge.RTF with Rep_Cont_Merge.FMX)
Quote	Customisable quote	For more information, see Quote Report (sample_sc_quote)
Banquet Event Order	Customisable BEO	For more information, see Banquet Event Order – 1 Column(SAMPLE_BEO_1COLUMN.REP with REP_BEO_1COLUMN.FMX) Banquet Event Order – 2 Column (SAMPLE_BEO_2COLUMN.REP) Banquet Event Order – 2 Column FB (SAMPLE_BEO_2COLUMN_FB.REP)
Activity Reports	Sales Activity Reports	For more information, see Activity Reports
Block Reports	Block Reports	For more information, see Blocks and Groups Reports
Event / Resource Reports	Event / Event Resource Reports	For more information, see Event Reports
Account Reports	Account Production Reports	For more information, see Profiles Reports