Please enable JavaScript to run this help system!
Execu/Tech Systems, Inc.
Knowledgebase
Search:
850-747-0581
Email
Website
Contents
Index
Search
Page Properties
Page Keywords
Page Visibility
Preview For Mobile Device
Lightbox Code & Preview
Save
Cancel
Saving...
Welcome
What's New
System Requirements
Computer Hardware
Other Hardware
Operating Systems
TLS 1.2 Requirements
Data Security
Firewall Settings
Credit Card Interfaces
Software Installation
Installation Checklists
Software Installation - Server
Software Installation - Client
Software Reinstall / Move
Create Shortcut Manually
Software Launcher
Software Updates
Software Update Requirements
Software Updates
Running ETUpdate from update.zip
Software Update without download
Post-Update Requirements
Questions and Answers
Common Questions
Common Mistakes
Sending a Screen Shot
Recording step by step
Glossary
Data Flow
Execu/Tech Services
Execu/Suite Hotel PMS
Setup - Execu/Suite PMS
Preparation/Installation
Getting Started
Data Preparation
Your Company Setup
Zip Code Database
License Access Code
HTML Templates
Manager Menu / Setup
Hotel Control Files Setup
Parameter Record
Season Record
Rooms
Room Types
Tax Codes
Charge Codes
Payment Codes
Guest Packages Setup
Market Segment Codes
Source of Business Codes
Corporate File
Guest Profile Tools
Housekeeping Codes
Yield Management
Meeting Room Parameters
User Defined Comments
Graphical Room View
Auto-Trace Setup
Wholesalers and Travel Agencies
Setup Bullet Points & Notes
Rooms, Room Types, Rates
Charge, Payment, Tax Codes
Guest Packages
User IDs, Passwords, & Security Levels
Parameters & Policies
Guest Profile Tabs and Fields
Market and Source Codes
System Maintenance
User I.D. / Security Setup
PMS Employee Setup
PMS Menu Permissions
Security Levels
Other Settings
Configuration Settings
Editing HTML Letters, Documents and Forms
Email Settings
Thank-you emails
Enable PDF Saving
Hotel Logo
Import Rate Spreadsheets
Master Folios
MENUINI.FIL Configuration
Terminal ID Number Codes-Batch Terminals
Hotel Print Settings
ETHTMLPrint (Print Folios, Reg Card, etc.)
Procedures Execu/Suite PMS
Manager
Manager Procedures
Adjusting Statistics-AM Report
Other Manager Tasks
Manager Reports
Reservations
Reservations Operations
Availability
New Reservations
Guest Profile Entry & Reports
Advance Deposits
Share-withs
Changing Reservations
Cancellations and No-Shows
Reservation Reports & Printouts
Sample Reports
Trace Reports
Front Desk
Front Desk Operations
Availability
Check In
Check In Master Folio
Assign Master Folio to Guest or Group
Guest Folio
Guest Profile
Credit Card Procedures
Guest Packages
Changes - Room, etc.
Posting Charges & Payments
Check Out
Guest History
Housekeeping
Front Desk Reports & Printouts
Night Audit
Night Audit FAQ
Night Audit Procedures
Night Audit Reports
Night Audit Bullet Points
Night Audit Report Viewer
Travel Agency Processing
Travel Agency Setup
Travel Agency Reports
Travel Agency Checks
Clearing Adv. Deposits Remaining
Folio Detail Export
Groups
Guest Name Changes-Profile
Guest Opt-out
Report Generator
How-To Videos and Tutorials
Change Terminal Number
Check In a Guest
Check Out a Guest
ETShortcutWizard
Export Guest Contact Info
Guest Profile Creation
Housekeeping Screen - Changing Status
Interface - Create a Scheduled Task
Posting Charge or Payment to Folio
Transfer Charge or Payment to a Folio
Voiding Charge or Payment in Folio
How-To Documents
Post CC After Check-out
Credit Card Reminders
Change Company Code
Reports - Execu/Suite Hotel PMS
Execu/Suite CRS
Initial Setup
Menu and Navigation
Rooms Setup
Inventory & Availability
Viewing Inventory & Availability
Default Inventory
House Inventory
Periods of Closure
Events and Groups
Room Type Variations/Adjustments
Stop Sale Limits
Availability by Rate Category
Availability by Channel
Allotments
Booking Rules & Closure Date Rules
Calendar quick changes
Minimum Stay Policies
Automated Revenue Rules
Occupancy Rules
Channel / IDS Rules
Products/Rates Setup
Payments - Cancellations
Groups
Setup
Booking
Lookup
Channel Manager
Corporate Client Setup
Services Setup
Force CRS to PMS Sync
Marina and RV Settings
Interfaces
OTA / HTNG
OTA / HTNG Installation and Configuration
OTA / HTNG 2 Way Push
OTA / HTNG 1 & 2 Way Pull
OTA / HTNG Functions and Limitations
OTA / HTNG PMS Settings
OTA / HTNG ROH (Run Of House)
OTA / HTNG Troubleshooting
OTA / HTNG Logs
Phone, Movie, POS, etc.
Comtrol® Interfaces
Comtrol® Network Requirements
Comtrol® Install
Comtrol® Setup
Comtrol® Testing
Comtrol® Resync
Comtrol® Troubleshooting
Legacy Interfaces
Legacy Interface Installation
Communication Settings
Phone Interface Resync
Troubleshooting Serial Connections
Micros POS Interface
Execu/Touch Point Of Sale
POS to Hotel Data Flow
Execu/Touch POS Administrator
Store Record
Departments/ Revenue Centers
Payment Records
Discount Records
Menu Items
Item Modifiers
Item Categories
Combinations (Value Meals)
Employee Records
Employee Work Codes
Void Codes
Table Setup
Terminal Records
Printer Setup
Item Button (Keyboard) Setup
Supervisor Menu
How To - POS Admin
Create POS Item
Execu/Touch POS Procedures
F&B Open a Check
F&B Close a Check
Separate Checks
Split Checks
Split Tendering
Retail Procedures
Reports
Supervisor
Paid-Out Tips and Other
Create TAB
Transfer Checks
Video-Credit Cards in POS
Advance Deposit in POS
Execu/Touch POS Miscellaneous
POS Cash Management
Dining Reservations
Tableside Wireless Tablets
Edit/ Purge History Records
Add Comment to POS Guest Receipt
Configure Bar Code Printer and Labels
Suppress Remote Printing
Use Employee Login Cards
Encode Employee Login Cards
Activities Deposits POS Setup
Export POS Check Detail (GAPOCKH.TXT)
FUEL sales in POS
POS Copy / Delete Records (GAPOCOPY)
POS Copy all records to another store
POS Copy records from GAPOCNTL.OLD
POS Delete Records
POS Change item fixed tax amount
POS Reset Table Types
POS Resynch employee/password records
POS Copy ONE record to another store
POS Convert gapo999.fin's
POS Printers and Cash Drawers
POS Printer Setup
POS Printer Troubleshooting
Cash Drawer Setup
Print Bar Codes
Credit Card Processing
Shift4 Credit Card Processing
Shift4 Card Readers (Non-EMV)
Magtek Programming
Shift4 Data Flow
Shift4 Installation
Shift4 UTG Install
Shift4 EMV Setup
Shift4 AuthToken, AccessToken, AccessBlock
Shift4 PMS/POS Setup (MENUS4CO)
Shift4 PMS/POS Setup (Payment Codes)
Shift4 PMS/POS Setup (Other Settings)
Shift4 i4Go V2
Using Shift4 i4Go
Shift4 i4Go V2 Requirements
Shift4 i4Go V2 Errors
Shift4 i4Go V2 PMS / POS Settings
Shift4 i4Go V2 Internet Explorer Trusted Zone
Shift4 Receipt Printer Setup
Shift4 Troubleshooting
Shift4 UTG IP Address and Port
Shift4 Error Codes
Test Shift4 UTG Connection with Telnet
Shift4 Fix (June 19, 2020)
Worldpay Credit Card Processing
Worldpay Critical Setup Info
Worldpay EMV PIN Pad Setup
Worldpay EMV Cloud Config
Worldpay EMV Failure Messages
Worldpay EMV PIN Pad Troubleshooting
Worldpay EMV Data Flow
Worldpay Non-EMV Data Flow
Worldpay Receipt Printer Setup
Credit Card Service Fees / Surcharges
Credit Card Procedures
EMV Credit Card Processing
Switching Gateways/Providers
Inventory Control
Inventory Overview
Inventory Setup
Store, Locations, Classes-Categories
Inventory Items
Recipe File
Inventory Processing
Physical Inventory Entry
Physical Inventory Handheld Scanner
Purchase Orders
Miscellaneous Postings
Enter Waste Adjustments
Batch Updating
Display Item Detail
Inventory Integration
Integration to POS
Integration to A/P
Integration to GL
Inventory Reports
Time & Attendance
Direct Bill / City Ledger
Direct Bill Introduction
Direct Bill Setup
Control Files Setup
Customer Setup
Direct Bill - Execu/Suite PMS Interface
Direct Bill - Execu/Touch POS Interface
Direct Bill - General Ledger Interface
Membership Billing
Direct Bill Procedures
Hotel DB Transfers
Transaction Batches
Open Item Payments
Manual Postings
Fix Out of Balance Direct Bill Accounts
Late Fees
Member Billing
DB Reports and Statements
Transaction Batch Update Report
Customer Aged Trial Balance
Customer Detail Report
Open Item Statements
Balance Forward Statements
A/R Report Generator
Sample Reports
Events and Catering
Getting Started
Event Setup
Sample Reports
Gift Cards (Execu/Gift)
Execu/Gift Setup and Configuration
Selling/Issuing Gift Cards
Redeeming Gift Cards
Manual Entry / Edit / Delete
Donated Gift Cards
Reward cards
Encode Gift Cards
Back Office
General Ledger
GL Setup
GL Processing
GL Integration
GL Reports
Accounts Payable
A/P Setup
A/P Processing
A/P Reports
Condo
Condo Overview
Condo Setup
Condo Procedures
Condo Reports
Payroll
Payroll Setup
PR - GL Interface Setup
Company
Federal Tax Tables
Employee Setup
PR-TimeClock Interface Setup
Payroll Procedures
Payroll Reports
3rd Party Accounting Interfaces
GL Export
DataPlus
QuickBooks
Errors / Fixes
cbl.out Program Missing
Class Not Registered
Cobol Errors
Common System Issues
Company Selection Keeps Appearing
Detail File Update Error
Error: 80040154
File Error: 3000
Find Software Application Folder
Folio Stops Printing (HTMLPRNT.EXE)
Forms Print to Wrong Printer
Forms Print Too Large
LoadEntity invoke failed
Memory Access Violation
Microsoft .NET Framework
Microsoft.Office.Interop
Missing or Broken Shortcut / Icon
Network Benchmark
Rebuild Corrupted File
Rebuild Cross Reference
Register Programs and Controls
Restarting Servers and Terminals
Run Program By Name
Run-time error '429'
Run-time error '-2147319779'
Program Warnings
Cannot Run More Than Once
Could Not Read Card
Current time not set up
In Reorg - Not Posted
Invalid Company Code
Invalid Room Type
Keyboard Record Not Set Up
Record Busy Message
Software License Warning
Terminal Record Not Set Up
Shift4 Errors
Slow / Stuck Software
Start Program Missing
Support File Uploader
Unable to Select Printers
User Account Control (UAC)
What's My Terminal Number?
Execu/Vault
Remote Connection (RemoteET)
Uninstall Old Remote Connection App
Sample Reports
Year-End Procedures
Fiscal Year
Master Folios Year-End
Seasons and Rates
Year-End Advance Deposits
Server and System Health
PCI Compliance
City Ledger - Direct Bill
General Ledger
Accounts Payable
Payroll
Backup and Storage
Training
New Modules
Cloud Hosting
Cloud Hosting Access
Cloud Launcher Install
Cloud Launcher Setup
Cloud Launcher Update
Cloud Access for Mac
Cloud Hosting Preparation
Hosting Network/Hardware Requirements
Important Issues and Settings
Document Access
WebRes
WebRes - Installation
WebRes - Credit Card Processing
WebRes - Shift4
WebRes - Worldpay
WebRes - Customize / Configure
WebRes - Cancellation Policy
WebRes - Confirmation Page and Email
WebRes - Errors / Troubleshooting
Theresa's Test Page 1
Search
:
Index
Bookmark
Print This Article
Login
Edit Page
Publish Draft
Delete Draft
Compare Draft
Edit Header
Home
>
Events and Catering
>
Event Setup
Manage events in one seamless system
.
Each step is discussed in this document.
To-Do Bullet List
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Set up the group & master folio
Enter group information
Block (set aside) rooms/guest accommodations
Make guest lodging reservations
Set up event
Enter event information
Book venues/meeting rooms
Post deposit
Enter event items
Post charges
Type department memos
Create event timeline
Generate documents
Print reports
Check the group into the hotel
Print the event check
Check out the group
Post final charges
Close/check out the master folio and post final payments
Group Setup
To set up the group go to Reservations Menu > Reservations Operations > Enter/Change Group.
Enter the group code up to ten (10) characters. It does not matter whether you use letters, numbers, or characters such as "-" but make it easy to remember and be consistent in your group codes. This will make it easier down the road. If you are looking up an existing group, click the Look-up button.
"
Group code
:" will populate with the code you entered at the prompt:
"
Master folio
:" will populate later with the folio number created by the system if you check "Create master folio automatically". If a master folio exists already for this group, enter the folio number or look it up by clicking the magnifying glass icon.
"
Apply master folio to reservations
" should be checked if guest room and tax charges should post to the group's master folio. If guests pay their own room and tax charges, do not check this. If your event does not include lodging, do not check this.
"
Create master folio automatically
" should be checked if you wish the system to create the master folio automatically. This will happen when you complete the group setup.
"
Group name
:" may be up to thirty characters in any combination. Examples are EXECU/TECH, SMITH-JONES WEDDING, WILKINS REUNION.
"
Address 1
:" The first address line may be up to thirty characters.
"
Address 2
:" The second address line may be up to thirty characters.
"
City/state
:" You can enter the US zip code for the city/state to populate or you can enter the city, up to twenty characters. Enter the 2-letter state or province code.
"
Country/zip-postal
:" Enter the country and postal code.
"
Contac
t:" Enter the contact person's name, up to thirty characters.
"
Phone number
:" Enter the phone number up to twelve characters. You may use any format you wish (5554443333, 555-444-3333, 555.444.3333 etc.) but be consistent with other groups and guest names.
"
Fax number
:" Enter the fax number up to twelve characters. You may use any format you wish (5554443333, 555-444-3333, 555.444.3333 etc.) but be consistent with other groups and guest names.
"
Comment 1
:" You may enter a comment up to thirty characters. You may update the comment to guest reservations by clicking "Update reservations" after you have finished setting up the group.
"
Comment 2
:" You may enter a comment up to thirty characters. You may update the comment to guest reservations by clicking "Update reservations" after you have finished setting up the group.
"
Comment 3
:" You may enter a comment up to thirty characters. You may update the comment to guest reservations by clicking "Update reservations" after you have finished setting up the group.
"
Email address
:" Enter the contact's email address up to fifty characters.
"
Travel agency
:" If applicable, enter a travel agency code or click the magnifying glass icon to look up.
"
Type payment
:" Enter a valid payment code or click the magnifying glass icon to look up. Note that credit cards are not processed in the group setup.
"
Account #
:" If the payment code is DB, enter the Direct Bill (City Ledger) customer code.
"
Expiration date
:" This field is no longer in use.
"
Arrival date
:" Enter the arrival date for the group. If lodging guests will not arrive at the same time, enter the EARLIEST arrival date. If you do not know the date you may click to calendar to look up and select the date.
"
Cut-off date
:" Enter the cut-off date for blocked guest rooms for this group. On the cut-off date, guest rooms that have been blocked but have not been picked up by actual reservations will be dropped from the block and will return to inventory. If you do not know the date you may click the calendar to look up and select the date. To make the cut-off date the same as the arrival date, press Enter and the field will populate. To make the cut-off date one day before the arrival date, enter -1.
"
Market/Source:"
Enter the group's market segment code in the first field. Enter the group's source of business code in the second field. You may click the magnifying glass to look up.
"
Group Type
:" is an optional field not pre-defined elsewhere. Examples are WEDD, FAM, CORP, TOUR. You may use up to four characters.
"
Tax exempt
:?" may be answered "Y" or "N" depending on whether lodging guests are exempt from room/lodging taxes.
Next, click the "Block Rooms" button at the bottom of the screen if you wish to set aside lodging accommodations for the group's guests.
If you do not wish to block guest rooms, click the "Setup event" button.
Next section:
Lodging & Reservations
Skip to:
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Lodging & Reservations
To set aside guest lodging accommodations, click the "Block rooms" button on the Group setup screen.
In the
Room Type
column enter the room type you wish to block and press Tab.
In the
Room Rate
column enter the nightly room rate for this room type and press Tab twice, or press Tab twice to accept the default rate. To apply a guest package, enter
P
in the Room Rate column and press Tab once and then enter the package code in the
Pkg Code
column. To view available room types, place your cursor in the Type column and right-click.
For each day/date column, enter the number of rooms to set aside for each room type.
To soft block rooms, DO NOT enter information into the grid.
It will populate automatically. Click "soft block rooms". Soft blocking allows you to set aside specific rooms rather than room types.
The tape chart will open. On the tape chart's grid, click once in each square you wish to set aside for the group. To de-select the room, click again. Selected rooms will display yellow. When you finish soft blocking, click "Exit/Done" to return to the room block grid which will now be populated based on your soft blocks.
From the Group Block grid, click "Exit/Done" to return to the Group Setup screen.
Next, click the "Setup Event" button.
Next section:
Event Master Setup
Skip to:
Group Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Event Master Setup
If you have set up a Group, click the "Setup event" button on the Group setup screen.
You do not have to set up the group prior to setting up the event although the process is easier that way. Click the Events icon on your Execu/Tech home screen or go to Sales > Catering/Event Management:
Then select Set-up/Change Event:
At the "Enter contract number" prompt, just press Enter to set up a new event. You will not see this prompt if you selected "Setup event" from the Group setup. To bring up an existing event, enter the contract number or click the Look-up button.
The Event setup window will open.
"
Event Description
:" Enter a description such as SMITH-JONES WEDDING, EXECU/TECH MEETING, WILLIAMS REUNION, etc. The event description may be up to thirty characters. This will print on auto-populated documents. When looking up an event, you will look up by description.
Booking/Billing contact information:
"
Group
:" If you set up the group first and then clicked "Setup event" this field will populate automatically. Otherwise, enter the group code or click the Ellipsis box icon "..." to look up the group. If you have not set up the group, you may do so by clicking "Setup group" upon completion of the event setup. (We recommend setting up the group prior to setting up the event.)
"
Customer Name
:" This will be the name of the group such as SMITHJONES or EXECUTECH. If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
Address 1
:" If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
Address 2
:" If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
City/State
:" If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
Postal code/Country
" If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
Phone number
:" If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
Fax/other
:" If you set up the group first and then clicked "Setup event" this field will populate automatically.
"
Email
:" If you set up the group first and then clicked "Setup event" this field will populate automatically.
On-site contact information:
"
Contact name
:" Enter the name of the person to contact while the group is on site. If it is the same as the booking/billing contact, click "Copy".
"
Address 1
:" Enter the address of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
"
Address 2
:" Enter the address of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
"
City/State
:" Enter the city and state of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
"
Postal code/Country
:" Enter the postal (ZIP) code and country of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
"
Phone number
:" Enter the phone number of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
"
Fax/other
:" Enter the fax or cell number of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
"
Email
:" Enter the email address of the person to contact while the group is on site. If you clicked "Copy" this information will populate automatically from the booking/billing settings.
Other information:
"
Contract number
:" The contract number will display after you save the event.
"
Event amount
:" The event amount will display automatically after you have entered the
event items
.
"
Payments received
:" The total payments will display automatically if payments have been posted into the master folio.
"
Deposit 1 amount required
:", "
Date
:" Enter the dollar amount of the first deposit due. Enter the date that the first deposit is due. Click the calendar icon if you do not know the date. This information will print on the auto-generated documents.
"
Deposit 1 amount required
:", "
Date
:" Enter the dollar amount of the second deposit due. Enter the date that the second deposit is due. Click the calendar icon if you do not know the date. This information will print on the auto-generated documents.
"
Deposit 1 amount required
:", "
Date
:" Enter the dollar amount of the third deposit due. Enter the date that the third deposit is due. Click the calendar icon if you do not know the date. This information will print on the auto-generated documents.
"
Event date
:" Enter the first date of the event. If you set up a group first, the date will populate with the arrival date entered for the group.
"
Contract due date
:" Enter the date that the signed contract is due. This date can optionally print on the event contract or other generated documents.
"
Minimum revenue
:" Enter the dollar amount of the minimum revenue required.
"
Event confirmed
" Click "Event confirmed" when you would like the meeting rooms or venues to display as confirmed on the meeting room/venue availability screen.
Next you are ready for additional tasks.
Next section:
Deposit Posting
Skip to:
Group Setup
Lodging & Reservations
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Deposit Posting
To post deposits from the Event setup screen, click the "Post Deposit" button.
The Post Folio (Post Charges/Payments) window will open.
Enter a valid payment code in the Payment screen. If you are processing a credit card, a prompt will ask if you wish to process a credit card.
You may enter a reference such as a check number. DO NOT enter anything in the Reference field if this is a credit card transaction.
Enter the amount of the deposit. Note that payments are credits to the guest and therefore automatically will insert a minus sign (-).
Press Enter at the OK? field if the information is correct. If your cursor returns to the "payment" field, press the escape button on your keyboard. You will return to the Event setup screen.
Next section:
Item Entry
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Item Entry
Entering event items is the fun part. This is where you enter all of the items that should print on the Event Order or BEO. You can enter food & beverage, venues, media, setup, and anything else you wish, including non-chargeable items, as long as it has been set up in the
event control records
.
The fields at the top of the screen will populate once you click "Calculate totals" after you've entered items.
You should start in the Item column and use your Enter or Tab key to navigate from field to field, rather than use your mouse. That way you will make sure to save information entered into each field. When you are in the Post column, press Enter twice to save the line and return your cursor to the next line. The line will not be saved if you do not do this.
If an item is required for more than one day we recommend entering it for each day required, so that it prints accurately on the BEO or other document.
"
Item
" Enter the item code or type
?
and press Enter to look up by category. To delete an item, type
D
. Note that if you delete an item after it has posted to the folio you will need to adjust it in the folio.
"
Description
" The description entered into the item's setup will display. You may overwrite if you wish.
"
Comment
" Optionally enter a comment.
"
Quantity
" Enter the quantity of this item.
"
Unit Price
" The default price entered into the item's setup will display. You may overwrite if you wish.
"
Extended Price
" The system will calculate automatically the extended price based on quantity and unit price.
"
Date
" Enter the date this item is required. If the item will be included on more than one day and you do not wish to enter it for each day, enter the first date required. We recommend entering the item for each date required for detailed Event Order accuracy.
"
Beg Time
" Enter the beginning time for this item. Enter hour and minutes with no punctuation or spaces. Do not use military time. For PM type P. Example: 7:00 am would be entered
700
and 7:00 pm would be entered
700P
and so on.
"
End Time
" Enter the ending time for this item. Enter hour and minutes with no punctuation or spaces. Do not use military time. For PM type P. Example: 7:00 am would be entered
700
and 7:00 pm would be entered
700P
and so on.
"
Post
" Type
Y
if you wish this item to post to the master folio when "Post to folio" is selected. Type
N
for the item not to post. You may change it to
Y
at a later time. The field will automatically display
X
once the item has posted.
After all of the items have been entered, click "
Calculate totals
" to display the breakdown by Food/beverage, Media/AV, Setup, and Other, Service charge, and Tax. These are defined within the item's setup in the control records with the exception of Tax. Tax is defined in the
Hotel Charge Code
and
Tax Code
setup.
Click "
Print screen
" to send an image capture of this screen to the printer or to a PDF (if you have a default CutePDF printer).
Click "
Post to folio
" to post items with
Y
in the "post" field or to post all items to the master folio. Calculated service charge and tax will post also.
Click "
Print check
" to print an event check for signature or authorization. You may print by date or "all".
Click "
Delete items
" ONLY if you wish to delete all of the items for the event. A prompt will display, in case you selected this by accident. To delete only one item, type
D
in the "item" field. If deleted items have already been posted to the folio, you will need to adjust them in the folio.
Click "
Save/exit
" to save the information and return to the Event setup screen.
Next section:
Rooms & Venues
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Rooms & Venues
Click "Rooms" at the bottom of the event setup screen to book meeting rooms/venues. The new window will open to the starting event date.
The event's first date will display. You may enter meeting rooms for all days on one screen. To view future dates for, you can click the "Next day" button.
Rooms/venues and room types are set up in
Hotel control files
.
The information can print on the event order, contracts, and other documents.
"
Room
" Enter the room number from those listed in the blue ROOM section at the top of the grid.
"
Date
" Enter the date in MMDDYY format.
"
Setup tm
" Enter the setup time for the event. 7:00 am and 7:00 pm are entered as follows: 700 and 700P
"
Start
" Enter the start time for the event. 7:00 am and 7:00 pm are entered as follows: 700 and 700P
"
End time
" Enter the ending time for the event. 7:00 am and 7:00 pm are entered as follows: 700 and 700P
"
Time out
" Enter the time that the group should be out of the room. 7:00 am and 7:00 pm are entered as follows: 700 and 700P
"
Setting
" Enter setup or other information.
"
Function
" Enter the function such as wedding, meeting, reception, etc.
"
Expected
" Enter the number of persons expected for this room at this time on this date.
"
Guaran
" Enter the number of persons guaranteed for this room at this time on this date.
This screen is for booking only. To add the items to the event order or contract or to include it in the event's charges, click "Enter Items" on the event setup screen.
Click "Save" to save and exit this screen.
Next section:
Department Memos
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Timeline
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Department Memos
You can type memos for each department. These memos can print on the event order, contracts, department memos, or other documents. Emailing of department memos is not available at this time but will be available in the next release which customers with a support agreement can receive at no additional charge.
From the event setup screen, click "Memo" and then select the department from the list that pops up.
Each separate line is available to print on generated documents such as an event order. You can tag the documents to include all or some of the lines. Click "Print" to print the department memo from this screen.
Here is an example of a memo sent to the printer.
Next section:
Timeline
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Document Generation
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Timeline
To type a brief timeline for the event, click "Timeline" on the event setup screen.
Next section:
Document Generation
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms and Venues
Department Memos
Reports
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Document Generation
Click "Generate documents" on the main event setup screen to populate default Microsoft Word® documents with the event's details.
See "
Getting Started
" for instructions on creating document templates.
A list of your document templates will display. Select the document you wish to generate. DO NOT select a document from an event folder (such as FIRST METHODIST MEETING) as those are already-generated documents.
You will see the following message:
Even after the message closes there will be a slight delay, as the document is being populated with the event's information. Please wait. When the document generation is completed, the Word document will open. It may open in front of or behind your Execu/Tech screen, so look in your taskbar. Once the document displays, you edit it, print it, save as a PDF, etc.
Continue in like manner with each document.
The event's generated document will be located inside the event's folder located within the Documents folder which will be in the ExecuTech Hotel folder on the server or wherever the Execu/Tech software was installed. You can create a shortcut on your computer desktop or inside your My Documents folder for convenience.
The documents easily can be attached to emails.
Next section:
Reports
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Group Arrival
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Reports
From the Catering/Events menu, select "Print Event Status Report":
From the event's setup screen click Memo and then select the department. When the memo displays click Print:
From the Reservations Menu, select "Print Guest Deposit Reports" > Master Folio Deposits:
From the Reservations Menu select "Print Group Pick-up Report":
From the Reservation Menu Select Print Reservation Status Reports > Reservations by Group:
From the Reservations Menu select "Print Reservations/Guests by Group":
From the Sales or Guest History menu select "Report Generator" and enter or select your parameters:
You may create additional reports to be used in Generate Documents by creating a template containing the tags you wish.
Next section:
Group Arrival
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Event Check
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Group Arrival
Prior to the group's arrival you should have entered reservations for guest lodging accommodations. If you need to change anything for the reservations for the entire group, such as an added comment or a change of arrival date, you can do this in the Group setup screen and then by clicking "Update Reservations".
You can check in each guest individually or you can check them all in at once as a group. To do a one-button group check-in, each reservation must have today's arrival date ("today" being the day you are checking in the group), a valid payment type in the Guarantee Code field, and a room number assigned.
If guests are paying their own room and tax charges, or their own incidental charges, make sure to preauthorize the guests' credit cards if that is your policy.
See
Front Desk Operations
for further instructions on checking in guests.
Next section:
Event Check
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Master Folio Finalization
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Event Check
At any time during the event you can print and present an Event Check for approval. You can select a specific date or print all items.
Next Section:
Master Folio Finalization
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
Master Folio Finalization
After the event and after the guests have checked out, you need to post any final charges and payments to the master folio and then close the master folio.
On your Execu/Suite home screen click the "Post Folio" icon or go to Front Desk Operations > Post Charges and Payments.
When the Post Folio (Post Charges/Payments) screen opens, post any additional charges. DO NOT POST final payments at this time. You should do that through the check-out process.
After all charges have been posted, go to Check Out. When the Check-Out screen opens, click "Close master folio". At the prompt, enter the master folio number. If there is a balance, the system will take you automatically to the Post Folio (Post Charges/Payments) screen. Once you post the final payment, the folio will close.
If the payment is by credit card, make sure to follow proper credit card processing procedures.
If the payment type for the master folio was DB, then the Direct Bill transaction will be created during night audit and can be viewed the following day in Direct Bill (City Ledger) under the customer name. You can print or send a statement if you wish.
Skip to:
Group Setup
Lodging & Reservations
Event Master Setup
Deposit Posting
Item Entry
Rooms & Venues
Department Memos
Timeline
Document Generation
Reports
Group Arrival
Event Check
To-Do Bullet List
Back to Top of Topic
Back to Top of Page
End of Document
Related Files
none..
Related Pages
none..
Article ID
event_setup
Views
5158
Last Modified
9/11/2014 10:58 AM
Copyright © Execu/Tech Systems, Inc. All Rights Reserved.
{1}
##LOC[OK]##
{1}
##LOC[OK]##
##LOC[Cancel]##
{1}
##LOC[OK]##
##LOC[Cancel]##