Managing Profile e-Certificates
Promotional e-Certificates are available in OPERA Cloud when integrated with the Oracle Hospitality OPERA Customer Loyalty Tracking Cloud Service. Promotional e-Certificates offer a promotional rate when loyalty members redeem them.
For each certificate listed, the following details are available:
-
Certificate No: Number assigned to the e-Certificate.
-
Cert Code: e-Certificate Code.
-
Status: Status of the e-Certificate.
-
Cancelled: Reservation Cancellation Date is less than or equal to the Reservation Arrival Date and the E-Certificate has never been consumed.
-
Consumed: e-Certificate Consumption Date equals the Reservation Arrival Date and the Consume button has been selected.
-
Deleted: e-Certificate has been deleted.
-
Expired: Expiry Date set for the e-Certificate has been reached or passed.
-
Issued : e-Certificate has been issued.
-
Reserved: e-Certificate consumption date equals the reservation arrival date.
-
-
Expiry Date: Date the e-Certificate expires.
-
Consumed: Indicates the location where consumed.
-
Label: Label for the e-Certificate.
-
Membership Type: The Membership type to which the e-Certificate is linked.
-
Promotion Code: The Promotion code to which the e-Certificate is attached
-
Click [+] to view certificate details.
-
First/Middle Name: First and Middle name of the guest using the e-Certificate.
-
Last Name: Last name of the guest using the e-Certificate.
-
Email: Email address for the guest.
-
Reference No: Reference Number.
-
Location Type: Indicates the location where e-Certificate can be used
-
Value: The value of the e-Certificate to the guest
-
Cost: The cost in membership points to consume the e-Certificate.
-
Issue Type: Issue Type of the E-Certificate. This is either "Assigned," "Opt-In," or "Purchased."
-
Date: Date the E-Certificate was or will be, consumed.
-
Property Consumed: Property where the E-Certificate was consumed.
-
Award Code:The associate Award
-
Extend Allowed:Indicates if date extension is allowed
-
Reservation E-Cert: Checked if the E-Certificate can be consumed against reservations.
-
Verify: Checked if the E-Certificate had to be verified.
-
PMS Consumed: Checked if the e-Certificate can be consumed in PMS.
-
Web Consumed: Checked is e-Certificate consumption allowable on the web.
-
Cancel Allowed: Checked if the e-Certificate can be canceled.
-
Gen. in Lieu: Checked if the e-Certificate was generated in lieu of a canceled e-Certificate.
-
Short Description: Short description for the E-Certificate.
-
Long Description: Long description for the E-Certificate.
-
Issuing e-Certificates
-
From the OPERA Cloud menu, select Client Relations, select Profile, and select Manage Profile.
-
Enter search criteria and click Search.
-
Select the profile from your search results, click the I Want To . . . action, and select e-Certificate or open the profile and click the E-Certificate link in Profile Presentation.
-
Click the vertical ellipsis and select Issue.
-
Certificate Code: Select a certificate from the list.
-
Issue Type: Select how the certificate was issued from the list.
-
Assigned
-
Opt In
-
Purchased
-
-
Click Save.
-
Consuming e-Certificates
Select to manually consume the e-Certificate and mark it as used. Once consumed, the guest cannot use it again.
-
From the OPERA Cloud menu, select Client Relations, select Profile, and select Manage Profile.
-
Enter search criteria and click Search.
-
Select the profile from your search results, click the I Want To . . . action, and select e-Certificate or open the profile and click the E-Certificate link in Profile Presentation.
-
Enter search criteria and click Search.
-
Select the e-Certificate, click the vertical ellipsis, and select Consume.
-
Property: Enter or select a property from the list.
-
Location Type: Select the location where the e-Certificate can be consumed from the list.
-
Reference Number: Enter check number for the supply or service the e-Certificate was consumed against.
Note:
Enter any notes you want to attach to the e-Certificate. As soon as an e-Certificate is consumed, this note will be converted into a trace.
-
-
Click Save.
Extending e-Certificates
To extend the expiration date of the e-Certificates
-
From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
-
Enter search criteria and click Search.
-
Select the profile from your search results, click the I Want To . . . action, and select e-Certificate or open the profile and click the E-Certificate link in Profile Presentation.
-
Enter search criteria and click Search.
-
Select the e-Certificate, click the vertical ellipsis, and select Extend.
-
New Expiry Date: Enter or select an expiry date.
-
-
Click OK.
Printing e-Certificates
To print a hard copy of the e-Certificate to give to the guest
-
From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
-
Enter search criteria and click Search.
-
Select the profile from your search results, click the I Want To . . . action, and select e-Certificate or open the profile and click the E-Certificate link in Profile Presentation.
-
Enter search criteria and click Search
-
Select the e-Certificate, click the vertical ellipsis, and select Print.
-
Select the E-Certificate Voucher Issued report.
-
Select a report destination and click Generate.
Deleting e-Certificates
To delete an e-Certificate that has been issued to the profile
-
From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
-
Enter search criteria, click Search.
-
Select the profile from your search results, click the I Want To . . . action, and select e-Certificate or open the profile and click the E-Certificate link in Profile Presentation.
-
Enter search criteria and click Search.
-
Select the e-Certificate, click the vertical ellipsis, and select Delete.
-
Click Delete to confirm.
Parent topic: Managing Profiles