Breadcrumbs

Adjusting Charges .ng -v2

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This allows users to locate a reservation and apply an adjustment — such as modifying an amount or applying a discount — to an existing folio charge.

Select the In House tile on the Dashboard.

You can also search for in-house reservations using the options in the left-side menu.
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The In House listings page will load.

Select the reservation from which the charges need to be adjusted.
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The Reservation Details page will open, displaying the Guest tab by default.

Navigate to and select the Folio tab to proceed.


Note: the folio screen automatically adjusts to the most efficient layout. If a reservation contains multiple folios, the screen defaults to Side-by-Side View. If there is a single folio, the screen will open in Full Detail View.
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Locate and select the charge that requires adjustment; this activates the Adjust button.

  • Click on Adjust button to adjust a charge.
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In the Add Adjustment popup, choose the appropriate Adjustment Code.

Select the required Adjustment Method:

  • Modify Amount - Including tax or exclusive of tax

  • Apply Discount - By amount or by %

  • Adjust Quantity - By quantity of item

  • Custom - Custom adjustment inclusive or exclusive of tax
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Example : Consider adjusting charges by modifying amount.

  • Adjustment code =Service Recovery

  • Target amount to be adjusted = 100

Select Next to continue
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Enter mandatory Remarks then select Next again.
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Review the confirmation page showing Previous Details and Modified Details.


Select Confirm to finalize the adjustment.

On confirmation you will receive a message “Success: Charge(s) adjusted successfully “
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