Offer Management

The Offer Management tab displays the following sub-tabs:

• Comp Accounting

• Authorizers

• Departments

• Offers

• Comp Restrictions

• Comp Reasons

Comp Accounting

This tab allows users to configure the comp accounting default settings for the property.

Enable the Do you want to enable comp accounting for this property? flag to turn on comp accounting for the property.

Enable the flag in the Tax section if comps can be used for paying taxes.

Enable the flag in the Authorization section to make the authorizer code mandatory while redeeming comps.

Select if the comps must be posted during checkout, night audit, or real-time in the Comp Offset section.

Click Save to save the comp defaults for the property.

Authorizers

A Comp Authorizer is a user who authorizes the redemption of comps. Authorization limits can be set for the authorizers. Perform the following steps to set up and manage comp authorizers.

Click the Add button. The Add pop-up screen appears.

Refer to the following table and fill in the fields.

Field	Description
Personal Details
Active	Enable this flag to make the comp authorizer active
Job Title	Job title associated with the comp authorizer
Last Name	Last name of the authorizer
First Name	First name of the authorizer
Middle Initial	Middle initials of the comp authorizer
Phone	Phone number of the authorizer
Email	Email ID of the authorizer
Authorizer Code	Select the preferred account type to associate the authorizer with and enter the authorizer code. The code must be within 4-16 alphanumeric characters. Authorizer code is auto-generated if left blank.
Comp limit	Select to set a maximum amount for the authorizer per account type and enter the amount
+Add	Add a new department
Comp Details
Comp Tax	Auto-filled depending on the selection made in Property Comp Defaults
Comp Type	Select comp type as Player Self Redeem or Admin Comp from the drop-down list
Comp Exclusion	Select items to be excluded from comp redemption

Click Save to add the comp authorizer.

Departments

The Departments tab comprises of items that can be redeemed with comps and the comp authorizers.

Perform the following steps to set up and manage comp departments.

Click the Add button. The Add pop-up screen appears.

Refer to the following table and fill in the fields.

Field	Description
Active	Select to make the comp department active
Name	Name of the comp department
Code	Code for the comp department
Post Revenue As	Select an item from the drop-down list
Authorizers	Select the preferred account type and enter the authorizer code.
Comp limit	Select to set a maximum amount for the authorizer per account type and enter the amount
+Add	Add a new authorizer
Description	Description of the comp department

Click Save to create the new department.

Click Save and Add Items to create the new department and open the Add Comp Items pop-up screen.

Select the items to be added from the list of transactional and inventory items.

Click Add to add the items to the department.

Offers

This tab allows users to create and edit comp and admin offers and associate them with Comp Routing Rule Templates.

Users must first create a Comp Routing Rule Template and associate it with the offer. Refer to the Routing Rule Templates section for more information on creating the templates.

An offer becomes inactive when the associated Comp Routing Rule Template is inactive.

Perform the following steps to create new offers:

Click Add. The Add pop-up screen appears.

Refer to the following table and fill in the fields.

Field	Description
Offer Code	Code for the offer
Offer Name	Name of the offer
Start Date	The start date of the offer.
End Date	The end date of the offer.
Description	Description of the offer
Rates & Packages	Select one or multiple Rate Plans and Packages from the drop-down list to associate with the offer
Comp Routing Rule Templates	Select a Comp Routing Rule Template from the drop-down list to associate with the offer
Admin Comp Authorizer	Select the name of the authorizer from the drop-down list
Promotional Offer	Displays the following fields: Enable promotional offer nights checkbox: This checkbox can be enabled only if the Maximum Nights Allowed field is selected as Unlimited. When enabled, users can configure values for the following: Buy: Configure the number of stay nights that must be paid by the guests. Get: Configure the number of stay nights that can be availed as complimentary
Restrictions
Maximum Nights	Select between unlimited or a specific number of nights using the radio buttons. Enter the number of nights if not choosing the unlimited option
Advance Purchase	This is an optional numeric input field that allows users to define the minimum and maximum number of days in advance a reservation must be booked by a guest to be eligible for the offer. Users can configure the values for the following fields: Min: The minimum number of days in which the offer can be purchased. Max: The maximum number of days in which the offer can be purchased. The value entered in this field must be greater than the value entered in the Min field. Users cannot enter 0 or any negative values in these fields.
Excluded Days	This is an optional multi-select drop-down list that allows users to select the days of the week when the offer will not be available for redemption. The offer will be displayed as N/A for the selected days in the Book a Reservation and Modify Stay screens.
Excluded Dates	This is an optional field that allows users to define the date range for which the offer will not be available for redemption. Users can define multiple date ranges by clicking on the Add hyperlink. Users can define the date range in the following fields that appear when the Add hyperlink is clicked: From: The start date from which the offer will not be available for redemption. To: The end date up to which the offer will not be available for redemption. The date range configured can be deleted using the delete icon. The Clear All option can be used to reset and clear all the date ranges configured.
Booking Allowed	This is an optional field that allows users to select the start and end dates during which an offer can be redeemed. Users can select the dates in the date pickers displayed.
Latest Arrival Date	This is an optional field that allows users to select the last date on which a reservation must arrive to redeem the offer. The arrival date of a reservation must be on or before the selected date to redeem the offer.
Length of Stay	This is an optional field that allows users to define the minimum and maximum length of a reservation to be eligible to redeem the offer. Users cannot enter 0 or any negative values in these fields.
Arrival Days	This is an optional multi-select drop-down list that allows users to select the days of the week on which the arrival day of a reservation must match to be eligible to redeem the offer. When the arrival day does not match, the offer will not be displayed in the Book a Reservation screen.

When users click on the legend displayed in the Restrictions section, the following details are displayed:

NOTE

• Maximum Nights Allowed - Define the maximum number of complimentary (comped) nights included with this offer.

• Latest Arrival Date - Define the last date on which the arrival is allowed.

• Booking Allowed - Define the start date and end date from which the offer can be sold.

• Advance Purchase - Define the minimum and maximum number of days in advance a guest must book to be eligible for this offer.

• Length of Stay - Define the minimum and maximum stay nights allowed.

• Arrival Days - Define the arrival days of the week that the offer is valid.

• Excluded Days - Define the days of the week on which the offer is not available.

• Excluded Dates - Define specific dates and/or date ranges on which the offer is not available.

  For comp offers, the Offer Code must match the code set in the CMS. If not, the offer will fail during redemption.

Click Save to create the offer.

Click an offer code to open the Edit Offer pop-up screen and edit the created offer.

Click Save to save the changes made to the offer.

Based on the start and end dates configured for an offer, a comp routing rule template can be selected from the Comp Routing Rule Templates drop-down list. By default, all comp routing rules configured at the property are displayed, but only the routing rule templates whose validity matches the validity of the offer or extends beyond the validity of the offer can be selected.

Routing rule templates whose validity expires prior to the offer’s validity cannot be selected. When selected, the following message is displayed: Routing rule cannot be applied due to offer date mismatch. In this case, users can create a new routing rule or modify the validity dates of the selected routing rule.

The following table lists the various scenarios in which a comp routing rule can be applied based on the validity dates of the offer and routing rule.

Offer Start Date	Offer End Date	Routing Rule Start Date	Routing Rule End Date	Routing Rule Usage
01 January, 2024	01 March, 2024	01 January, 2024	01 April, 2024	Yes
01 January, 2026	01 July, 2026	01 January, 2025	01 August, 2026	Yes
01 January, 2026	01 July, 2026	01 January, 2025	01 February, 2026	No
01 January, 2026	01 July, 2026	01 January, 2024	01 July, 2025	No

The Start Date and End Date columns in the Offers tab of the CMS Settings screen displays the start and end dates configured for the offer.

Categorize Offers as Qualified or Unqualified

Stay allows users to categorize offers as either qualified or unqualified and send details of the selected offers to Bally CMP.

The Qualified flag in the Add and Edit pop-up screens that appear when users create a new offer or modify an existing offer (Interfaces ➜ CMS Settings ➜ Offer Management ➜ Offers) must be used for this feature. This flag is enabled by default.

• Offers that have the Qualified flag enabled are considered as Qualified offers

• Offers that have the Qualified flag disabled are considered are Unqualified offers.

After an offer is created, the Qualified flag can be modified in the Edit pop-up screen. When the flag is modified for an offer that is already applied to a reservation, there will be no impact on the reservation.

For offers that are marked as inactive, the Qualified flag will be enabled and must be disabled manually if required. The Type column in the Offers tab in the CMS Settings screen displays the type of offer, that is, qualified or unqualified.

• All existing non-promotional offers are classified as qualified offers by default, that is, the Qualified flag will be enabled.

• All existing promotional offers are classified as unqualified offers by default, that is, the Qualified flag will be disabled.

Display Offers in Book a Reservation Screen

The qualified offers are displayed in the Book a Reservation screen based on the arrival and departure dates of the reservation and the rate plans associated with the offers selected in the Offers filter.

The offers are displayed in the Offers filter based on the following conditions:

Condition	Non-Promotional Offers	Promotional Offers
When offer code is entered	Yes	Yes
When offer code is retrieved from the CMS for a patron ID	Yes	Yes
Auto Apply Promotional Offers in Rate Plan	NA	Yes
User clicks Show all offers	Yes	Yes

The unqualified offers are displayed in the Book a Reservation screen based on the arrival and departure dates of the reservation and the rate plans associated with the offers selected in the Offers filter. When the Show all offers checkbox is selected, all the active eligible offers are displayed.

By default, all the unqualified offers are displayed in the Offers filter.

Applying Promotional Offers

Users will no longer be required to select the Show all offers checkbox in the Book a Reservation screen to view the promotional offers. They will be displayed by default in the Offers filter and will be applied automatically when the associated rate plan is selected regardless of the following:

• Whether the Qualified flag is enabled or disabled.

• Whether the Show all offers checkbox is selected or not.

• The patron ID is entered or not.

Comp Restrictions

The Comp Restrictions tab allows users to configure comp restrictions to be applied to the reservations created for casino players.

Perform the following steps to create comp restrictions:

Click Add. The Add pop-up screen appears.

Enter the details given in the following table:

Field	Description
Rank	The loyalty level of the casino players for which this rule will be applied.
Effective Date	The date from which the rule must be effective.
Expiration Date	The date till which the rule must be effective
Max Days Advance Booking	Comp nights will not be bookable if users are booking a reservation beyond this number of days.
Concurrent	The maximum number of rooms that can be comped on a single night for this rank.
Consecutive	The maximum number of discounted nights a guest can book consecutively.
Nights	The maximum number of nights that can be booked within the rolling window period.
Rolling Window	The window period within which comp nights are applied for a rank.

Click Save. The restriction gets added successfully.

Apply Restrictions for Promotional Offers

Stay allows users to configure and apply restrictions for promotional offers.

When users select the Enable promotional offer nights checkbox, the Restrictions section will be displayed, allowing users to configure restrictions for promotional offers.

Restrictions can be configured for promotional offers in the Restrictions section.

When restrictions are configured for promotional offers, the restrictions are validated at the time of booking, and the promotional offer is applied only when the booking meets all the configured restriction rules. When any of the restrictions are not satisfied, the offer will not be applied.

When the Enable promotional offer nights checkbox is selected for an offer, the Maximum Nights Allowed field in the Restrictions section will be hidden automatically since this field is not applicable for promotional offers. Other fields will remain enabled for configuration.

When an offer is marked as NA for specific days, the offer will not be displayed for those days in the Check Rates tab of the Book a Reservation screen.

Modify Stay Screen

Whenever users modify a reservation and the Modify Stay screen appears, all offers applied to the reservations are validated again. The following restrictions are validated for the existing nights:

• Latest Arrival Date

• Arrival Days (day-of-week rules)

• Minimum Length of Stay

• Maximum Length of Stay

When any of the restrictions are not satisfied, the offer is removed from the reservation and not displayed in the Modify Stay screen.

The following table lists the various scenarios in which the restrictions are validate again:

Field	Validation
Latest Arrival Date	When the arrival date is modified beyond the allowed date, the applied offer is removed.
Arrival Days	When the arrival date is modified to a date that is not allowed, the applied offer is removed.
Minimum LOS	When the stay duration is shortened below the minimum limit, the applied offer is removed.
Maximum LOS	When the stay duration is extended above the maximum limit, the applied offer is removed.

For the newly added nights, all restrictions are always validated.

Clone Offers

Users can clone existing offers using the Clone button in the Offers tab. Users can select the preferred offer and click on the Clone button. When clicked, the Add pop-up screen appears with the offer details prepopulated. Users can modify the details if required and save the offers with a new name and code.

The following messages will be displayed when users save the offer with an existing name or code:

• Error: Existing offer has the same offer name

• Error: Existing offer has the same offer code

The Clone button will be disabled when more than one offer is selected.

Convert Offers

When users convert a non-promotional offer into a promotional offer, all the previously configured restrictions will be retained.

Similarly, when converting a promotional offer into a non-promotional offer, the existing restrictions will continue to apply without any changes.

Comp Reasons

The Comp Reasons tab allows users to configure the reasons to be applied when booking comp rooms and the comp threshold limit for the property.

Perform the following steps to create new comp reasons for the property.

Click Add. The Add a Comp Reason pop-up screen appears.

Refer to the following table and fill in the fields.

Field	Description
Active	Select this checkbox to create active reasons.
Name	The comp reason.
Code	The reason code.
Type	The type of reason. Users can select from the following options: Comp Non-comp
Is Certificate Required?	Enable this flag if a certificate is required for applying the reason.
Description	The description of the reason.