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Scroll to the card ‘Allotments', this is the place where you will start with the configuration of the new agreement.
Press the ‘Add allotment’ button in the lower right corner of the card
Follow the steps in the wizard
Enter the name of the allotment or agreement
This is used as the names of the individual allotment pieces that will be created depending on your selection. This makes it easier to find them if you would need to change something in the future.Choose if you want to specify the contract on accommodation type level or on unit level
Important note: both options are supported for a linear distribution channel, however, if you combine this together with individual owners of the units and you would choose for type level, then it is not possible to use the value of the linear agreement to decide the pay-out to the owner. You should either use a purchase/sell setup (where there is no direct relation of the linear agreement and the amount the owner gets and you would configure the owner amount in the contract rules) or you should choose to use unit level.Press ‘Next step'
Select the accommodation types that should be part of the linear agreement
Please note: you can use the filter options on top of the page to find the accommodation types of your liking. For example, use the location, accommodation kind, quality level or (if applicable) accommodation type groups to find the right accommodation types.
Important; it is not possible to link accommodation types that are linked to an accommodation kind that is configured for the use case of work orders. Those accommodation types won’t
It is possible to configure the linear agreement in one go for multiple locations, it will automatically create multiple linear contracted rate reservations of it.Press ‘Next step'
Select the date range that you want to add to the agreement
Now select the units of the selected types that you want to include.
You can use the filters again to find the right units for the agreement. Please note that there are two tabs available, by default you are looking at the fully available units and it makes sense to use those. However, if you need more or some specific units, don’t forget to look at the second tab that contains the units that are partially available for the selected period.Press ‘Next step'
Add the contract amount per type/unit
If you have chosen for a linear agreement at unit level, it is mandatory to set the contracted amount per unit too. However, the wizard gives you the option to set the value for all the selected units of the same accommodation type at once. After that, you can still choose to override a single units contracted amount. These amount will be used to create the linear contracted rate reservation(s) and eventually the invoices.Press ‘Next step'
You will now see a summary of your full configuration for you to review. Once you are sure this is as expected, then you can press the 'Add allotment' button to generate the linear contracted rate reservations (one per location, combining all accommodation types and units) and the required allotment reservations (one per accommodation type, combining the units if applicable) to allocate the units (or types) for this agreement.
Press ‘Add allotments’ to complete this part of the flow
Please note: if you did configure the notification manager to actually sent a
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Since this is typically done before departure of the stay (and even often before check in), the button has been renamed to ‘Confirm and generate invoices’.
This is separated from the flow of creating the agreement/allotments since usually this is done at a different time than it is done.
Dependencies & Impacts
Dependencies
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