Applies to:

Stayntouch PMS

Creating & Managing Contracts

To create a contract, first open the associated card. Click on the navigation bar to expand it.

To create a contract we must first open the associated Card. Click on the navigation bar to expand it.

Navigate to Revenue Management > Company & TA Cards.

Select "Revenue Management" from the navigation menu.

Choose "Company & TA Cards" from the Revenue Management dropdown.

Enter the name of the entity for which you are creating a contract in the search bar to find specific cards.

Enter the name of the entity for which you are creating a contract, in the search bar, to find specific cards.

Select a card from the search results to view its details and add a contract.

Select a card from the search results to view its details and add a contract

Click on the Contracts tab in the navigation bar.

Click on the "Contracts" tab in the navigation bar.

It is possible to link a contract to multiple cards once created. If you wish to use an existing contract, select LINK EXISTING CONTRACT.

It is possible to link a contract to multiple cards, once created. If you wish to use an existing contract, select "Link Existing Contract"

Here, you can search for the contract you wish to link.

Here you can search for the contract you wish to link

To clear the search input, click the X button.

To clear the search input, click on the "X" button.

Click the CANCEL SEARCH button, to exit the search mode altogether.

Click on the "CANCEL SEARCH" button, to exit the search mode altogether

Let's click the CREATE NEW CONTRACT button to add our own.

Let's click on the "CREATE NEW CONTRACT button" to add our own.

First, we give the contract a name, in the NAME field.

First we give the contract a name, in the "NAME field".

Next, we can add an access code in the ACCESS CODE field. This displays during a rate query to alert a user that this company has a contract.

Next we can add an access code in the "ACCESS CODE" field. This displays during a rate query, to alert a user that this company has a contract

Now, we enter a date in the START DATE field.

Now we enter a date in the "START DATE field".

Set the end date to the last day the contract is in effect. If there is no fixed end date, we recommend setting this as far out as the system allows.

Set the end date to the last day the contract is in effect. If there is no fixed end date we recommend setting this as far out as the system allows.

Other fields, such as agreed upon number of nights in the contract, as well as associating a contract owner, are not mandatory, so we will skip them for now and click the SAVE CONTRACT button to save our work so far.

Other fields such as agreed upon number of nights in the contract, as well as associating a contract owner, are not mandatory so we will skip them for now and click on the "Save Contract" button to save our work so far.

Now that our contract is saved, we can link one or more rates to it, under CONTRACTED RATE. These will become the recommended rates shown when booking, so long as they are available. We recommend contract rates be associated with a contracted rate type, as this will ensure these rates are only seen when a user searches for the company. Contracted rate types are covered in configuration training videos.

Click the SAVE CHANGES button to save the updates made to the contract.

Click on the "Save Changes" button to save the updates made to the contract.

Now that we are done with our contract, let's see it in action.

Now that we are done with our contract let's see it in action.

Note only one of these cards shows an access code. This code let's us know the first record has a contract.

Note only one of these cards shows an access code. This code let's us know the first record has a contract

Now we see the recommended tab is displayed with our chosen rate to select.