Settings

This section contains the following options:

Telephone - allows users to configure the default telephone settings and map transaction item to each call type
Movies - allows users to configure the default movie settings and map transaction item to associated movies
Video Games - allows users to configure the default video games settings and map transaction item to associated video game
Key encoder - allows users to configure the default key encoder settings and map transaction item to associated key encoder.
Room Charges - allows users to configure the default room charges settings and map them to the transaction item
Guest voicemail - allows users to customize the voicemail of guest
Point Of Sale - allows users to configure the default point of sale settings and map transaction item associated to the point of sale.
Housekeeping Code Mapping - allows users to map all housekeeping codes to PMS housekeeping conditions.

Telephone

The Call Accounting system will post real charges with each call. Stay will determine if the call is covered under allowances, and if so, zero out the charges, and suppresses the charge from printed or emailed folios. If the call exceeds the allowance amount, Stay determines a partial charge and posts accordingly.

These transaction items are posted to the guest folio and ARE visible to the guest on their printed folio. Examples of telephone transaction items include international calls, long distance, or local calls.

Perform the following steps to select the default telephone setting:

Navigate to Settings à Interfaces à Settings.

Select an Active Status for the telephone setting. By default, the Status of interface settings are automatically Inactive. It's not available if it's inactive. When an interface setting is active, it is available to associate to a transaction or posting.

Once the settings are active, user can click the Settings hyperlinked modifier to open the Telephone Transaction Settings dialog box.

Choose which transaction item to map to each Call Type. For example, user could link the local call type to the phone call charge transaction item.

Click Save.

Movies

Perform the following steps to select the default movie setting:

Navigate to Settings à Interfaces à Settings.

Select an Active Status for the movie setting. By default, the Status of interface settings are automatically Inactive. It's not available if it's inactive. When an interface setting is active, it is available to associate to a transaction or posting.

Once the settings are active, user can click the Settings hyperlinked modifier to open the Movie Settings dialog box.

Select a transaction item to associate movies with.

Click Save.

Video Games

Perform the following steps to select the default video game setting:

Navigate to Settings à Interfaces à Settings tab.

Select an Active Status for the Video Games setting. By default, the Status of interface settings are automatically Inactive. It's not available if it's inactive. When an interface setting is active, it is available to associate to a transaction or posting.

Once the settings are active, user can click the Settings hyperlinked modifier to open the Video Game Settings dialog box.

Select a transaction item to associate video games with.

Click Save.

Key Encoder Settings

Perform the following steps to select the default key encoder setting:

Navigate to Settings à Interfaces à Settings.

Select an Active Status for the key encoder setting. By default, the Status of interface settings are automatically Inactive. It's not available if it's inactive. When an interface setting is active, it is available to associate to a transaction or posting.

Click the Keys expire at XX:XX AM hyperlinked modifier to open the Key Encoder Settings dialog box.

Set a time in the Keys Will Expire At setting based on the check-out time of the property.

Enter the default number of keys in the Default Number of Keys field.

Enter encoder ID or name in the Search Key Encoders section.

Click the blue + Add a key encoder link to add a new key encoder.

Enter the Encoder ID for the encoder.

Enter the Encoder Name for the encoder.

Click Save.

Room Charges

Perform the following steps to select the default room charges setting:

Navigate to Settings à Interfaces à Settings tab.

Select an Active Status for the Room Charges setting. By default, the Status of interface settings are automatically Inactive. It's not available if it's Inactive. When an interface setting is active, it is available to associate to a transaction or posting.

Select a transaction item to associate Room Charges with.

Click Save.

Guest Voicemail

There are no settings to customize in the Guest Voicemail option. By default, the Status of interface settings are automatically Inactive. It's not available if it's inactive.

Point of Sale

Perform the following steps to set up an outlet for InfoGenesis:

Navigate to Settings à Interfaces.

Click the Settings tab.

Set the status to Active. The Settings link gets enabled.

Click the Settings link. The Point of Sale Settings page is displayed.

From the Types tab, select the Default type. Once a selection is made here, any items that do not have a transaction item mapped to them are posted to the default selection made here.

If the property has InfoGenesis already configured, the Default type must be retained as is.

Click the Interface Outlets tab. All PMS outlets configured for the property are displayed.

Configure a default PMS outlet in the Default field. If a default outlet is configured already, this step can be skipped.

Select the PMS outlet that must be configured.

Enter the Interface Identifier which is the Profit Center ID mapped to the IG outlet.

Expand the PMS outlet to set the meal periods associated to the IG outlet.

Click the Account Lookup tab.

Enable the Include Only In-House Reservations checkbox to allows posting of charges to Stay from IG only when the reservations are In-House.

Click the IG Settings tab.

Enable the Real Time Check Fetch checkbox. This option allows the property to interface with InfoGenesis in real time to retrieve a copy of the check. When the option is enabled, clicking on the icon next to a charge in the folio will display an online check.

Enter the following details to complete the settings:

Field	Description
URL	Enter the Service Manager URL. Replace the IP address with the IP address of the system where Service Manager is running. In InfoGenesis SaaS environment, the external IP of the system where Service Manager is running must be entered. In InfoGenesis Traditional environment, Service Manager must be installed on a server on premises and that IP must be entered. Also, Agilysys Stay must be able to access the server on premises.
Enterprise ID	Enter the enterprise ID of the property.
Site ID	Enter the Site ID as configured in Service Manager.
Store Credential A	Enter the value of store credentials A. This value can be retrieved here in the Universal Desktop: Universal Desktop à Administration à Store à Credentials.
Store Credential B	Enter the value of store credentials B. This value can be retrieved here in the Universal Desktop: Universal Desktop à Administration à Store à Credentials.

Click the Non-Room Charges tab.

From the House Account To Track Non-Room Revenue dropdown, select any open house account to track any non-room revenue charges posted from IG.

Refer to the following table to specify the payment method:

Field	Description
Post Undefined POS Payment Method As	The payment method from the drop-down list.
POS Payment Method ID	The payment method ID from the POS system.
POS Payment Method	The payment method name from the POS system.
PMS Payment Method	The payment method in Stay from the drop-down list.
+Add An Item	Add a new payment method.

Click the Check Components tab.

Click on +Add An Item to add a new POS item to the PMS.

Enter the following details to complete the settings:

Field	Description
ID	The identification number of the POS item.
POS Class ID	The sales class of the POS items
POS Type ID	The revenue category of the POS items
POS Items	The name of the POS item.
Action	Click the delete button to remove an item from the Check Components setup.

Click the Associate POS & PMS Items tab. All POS items added in the Check Components setup are displayed here for each of the outlets configured in the property.

Navigate to a POS Item in an Outlet.

From the PMS Transaction Item dropdown, select a transaction item to map the POS item to in Stay.

To map any charges posted as a tip from IG, scroll down the Associate POS & PMS Items tab and select a transaction item from the Post Tip As dropdown.

After enabling the Enhanced POS feature setting, users can enable the s checkbox under the Point of Sale Settings pop-up screen. This option allows the user to select and print a folio that includes or excludes detailed POS transaction information.

Click Save to complete the settings.

Housekeeping Code Mapping

Perform the following steps to select the housekeeping code mapping setting:

Navigate to Settings à Interfaces à Settings tab.

Click the Settings hyperlinked modifier to open the Housekeeping Code Mapping dialog box.

The following housekeeping codes are displayed: CleaningInProgress, IP - In Progress, CleaningRequired, CleaningRequiredOccupied, CleaningRequiredVacant, CleaningSkipped, FailedInspection, InspectionRequired, MaintenanceRequired, OutOfOrder, PassedInspection, PickUp, RoomCleaned, RoomCleanedOccupied, RoomCleanedVacant

For each housekeeping code, select a PMS Housekeeping Condition from the dropdown.

Click Save.

Configure Settings for Individual POS Systems

Stay allows users to configure settings individually for each POS system, such as, Comtrol, IG POS.

Feature Setting

The following feature setting must be enabled to allow users to define the interface type and configure settings individually for POS systems:

Name: Add POS
Value: Must be enabled
Comments: License is not required

Configuring New Settings

When the feature setting is enabled, the section, Point of Sale Settings, is displayed on the Settings tab of the Interfaces Setup screen (All Settings à Administration à Appliance Management à Settings). The existing settings configured by the users are saved in this section under the name, Point of Sale. Users can configure additional settings by clicking Add.

The following fields must be configured in the Point of Sale Settings screen for Comtrol POS system:

Field	Description
Type
Active Checkbox	This checkbox is enabled by default. When disabled, the POS setting is made inactive.
Interface Type	Select the interface type as Lodging Link UHLL (Comtrol).
System Name	Allows users to enter a unique name for the POS system. A maximum of 50 characters including alphanumeric and special characters can be entered.
Post Undefined POS Item As	This is a mandatory field that allows users to select the transaction item using which the undefined charges from the POS system must be posted to the account in Stay.
Interface Outlets	All the outlets configured at the property are displayed with the associated meal periods. Users can configure additional meal periods for an outlet. The Default PMS Outlet setup is not displayed when the Add POS feature setting is enabled.
Comtrol	Users must define the revenue code for each outlet. Revenue code can be a name or number. Revenue code must be unique for each outlet. When posting a POS charge through Comtrol based on the revenue code, Stay refers to the respective POS settings for the following: Account Look up and Post Undefined Item As. If the revenue code does not match with any of the POS outlets with Comtrol interface type, the default setting is referred. If the revenue code is empty, the default setting is referred.
Account Look Up
Arriving Reservations	Users must enable this checkbox if arriving reservations must be retrieved in look up. This checkbox is not selected by default. Users can also define the following additional conditions for the arriving reservations to be fetched. Pre-Registered: When selected, only the pre-registered arriving reservations are retrieved. Room Number Assigned: When selected, only the arriving reservations with room number assigned are retrieved. Only Allow Look-Up by Reservation Number or Guest Name: When selected, the arriving reservations are retrieved by reservation confirmation number or guest name. If this option is not selected, the reservations are retrieved by room number.
In-House Reservations	When selected, the in-house reservations are retrieved in look up. This checkbox is unchecked by default.
Departed Reservation (Until Date Roll)	When selected, the departed reservations are retrieved in look up. Users can also define the following additional condition for the departed reservations: Only Allow Look-Up by Reservation Number or Guest Name: When selected, the departed reservations are retrieved by reservation confirmation number or guest name. If this option is not selected, the reservations are retrieved by room number.
Non-Room Charges	This tab is displayed only when the Enhanced POS feature setting is enabled. Users can associate a house account with each outlet or each payment method in the outlet. Users cannot close the house account mapped for an outlet or payment method. When a non-room charge is posted from the POS system, the charges are posted to the mapped house account in Stay.

The following fields must be configured in the Point of Sale Settings screen for IG POS system:

Field	Description
Type
Active Checkbox	This checkbox is enabled by default. When disabled, the POS setting is made inactive.
Interface Type	Select the interface type as InfoGenesis XML.
System Name	Allows users to enter a unique name for the POS system. A maximum of 50 characters including alphanumeric and special characters can be entered.
Post Undefined POS Item As	This is a mandatory field that allows users to select the transaction item using which the undefined charges from the POS system must be posted to the account in Stay.
Accept Detailed Check Components	This flag is displayed when the Enhanced POS feature setting is enabled, and the Interface Type is InfoGenesis XML. This flag is disabled by default. When enabled, users can define if detailed check components can be configured or not. When enabled, the Check Components and Associate POS & PMS Items tabs are displayed.
Post Refunded Allowance Item To	This option is displayed only when the Interface Type is InfoGenesis XML. This is a drop-down list that allows users to select the guest/package folio to which the refunded amount should be posted to.
Interface Outlets	All the outlets configured at the property are displayed with the associated meal periods. Users can configure additional meal periods for an outlet. The Default PMS Outlet setup is not displayed when the Add POS feature setting is enabled.
InfoGenesis XML	User can define a Profit Centre ID for each outlet (unique value). When users enter a Profit Centre ID that already exists for an outlet within the same POS or a different POS setting, the message, Profit Center ID already exists, is displayed. User can define a Meal Period ID for each meal period. When posting a POS charge through IG POS based on the Profit Centre ID and Meal Period ID, Stay refers to that respective POS settings for the following: Account Look up, Post Undefined Item As in case the Enhanced POS feature setting is not enabled, and Associate POS-PMS. If the Profit Centre ID and Meal Period ID does not match any of the POS outlets with InfoGenesis XML interface type, Stay refers to the default setting.
Account Look Up
Arriving Reservations	Users must enable this checkbox if arriving reservations must be retrieved in look up. This checkbox is not selected by default. Users can also define the following additional conditions for the arriving reservations to be fetched. Pre-Registered: When selected, only the pre-registered arriving reservations are retrieved. Room Number Assigned: When selected, only the arriving reservations with room number assigned are retrieved. Only Allow Look-Up by Reservation Number or Guest Name: When selected, the arriving reservations are retrieved by reservation confirmation number or guest name. If this option is not selected, the reservations are retrieved by room number.
In-House Reservations	When selected, the in-house reservations are retrieved in look up. This checkbox is unchecked by default.
Departed Reservation (Until Date Roll)	When selected, the departed reservations are retrieved in look up. Users can also define the following additional condition for the departed reservations: Only Allow Look-Up by Reservation Number or Guest Name: When selected, the departed reservations are retrieved by reservation confirmation number or guest name. If this option is not selected, the reservations are retrieved by room number.
Non-Room Charges	Users can associate a house account with each outlet or each payment method in the outlet. Users cannot close the house account mapped for an outlet or payment method. When a non-room charge is posted from the POS system, the charges are posted to the mapped house account in Stay. For IG POS, based on the Profit Center ID and Meal Period ID, the charges are posted to the mapped house account.
IG Settings	Users can configure settings as per the existing functionality.
Check Components	Users can configure settings as per the existing functionality.
Associate POS & PMS Items	Users can associate a PMS item for the POS item for each outlet and meal period combination. The selected outlets are displayed with an accordion. When expanded the following columns are displayed: Meal Period, POS Class ID, POS Type ID, POS Items, and PMS Transaction Item. Users can select the transaction to be used for posting tips.

During Account Lookup, if the Profit Center ID does not match any of the configured POS settings, the details of the account that matches the account ID/room number provided for Lookup are retrieved and displayed.

When posting charges, if the Profit Center ID does not match any of the configured POS settings, the charges are posted to the account ID/room number provided for posting charges.

Default POS Settings

Users can configure default POS settings by clicking the Default Settings button on the Point of Sale Settings section. This button is displayed only when the Add POS feature setting is enabled. When clicked, the Default Settings pop-up screen appears that displays the following fields:

Field	Description
Post Undefined Item As	This is a mandatory field that allows users to select the transaction item using which the undefined charges from the POS system must be posted to the account in Stay.
Default Outlet	This is a mandatory single select drop-down list that displays all the outlets that are available at the property. Users can select the Default Outlet using which the charges must be posted when the Profit Center ID does not match any of the configured POS settings.
Default Meal Period	This is a mandatory single select drop-down list that displays all the meal periods that are associated with the selected Outlet. If the Meal Period is not defined and if there is no matching Outlet for the defined Profit Center ID, the charges are posted using the Default Outlet and Meal Period defined. If the Meal Period is not defined and if there is a matching Outlet for the Profit Center ID, the charges are posted using the Outlet without the Meal Period.
Default House Account	This is a mandatory single select drop-down list that displays a list of all house accounts in Open status. When there is no matching Outlet when posting non-room charges, the charges are posted to the Default House Account selected.
Post Undefined POS Payment Method As	This is a mandatory single select drop-down list that displays all the payment methods that are mapped to Cash, Credit Card, and Check payment class. When there is no matching Outlet when posting non-room charges, the charges are posted as per the Undefined POS Payment Method selected.

The new interface settings configured are displayed in the Interfaces section of the reservation, group, house account, and payment methods. Users can choose the Allow Charges or Do Not Allow Charges options for the required interface types.

For the default hardcoded payments, the Allow Charges option is selected for the existing POS setting. For groups and house accounts, the POS setting for cash is applied. For reservations, the POS setting of the default payment method is applied.

Logs

A record is created in the Audit Log screen that captures the date, time, and username when the following operations are performed:

Adding a new POS
Updating any value in POS setting
Adding/ updating default setting

Records are also created in the Reservation History and Group History sections when users add/modify the POS settings.

Property Setup Tool

Users can import the POS settings to the property via the Stay Property Setup Tool by entering the POS system name in the SystemName column in the Check Components and PosPms Items tab. The POS settings are imported to the property based on the following conditions:

If the system name matches with any of the POS settings, the Check Components and PosPms Items configured in the tool are added to the POS settings in Stay.
If the system name does not match any of the POS settings, the Check Components and PosPms Items configured in the tool are not added to the POS settings in Stay.
If the system name is left blank for a record, that record is ignored and the next record is considered.
If users define different TIP transaction items for same outlet-meal period combination, the latest item is considered and displayed in the Associate POS & PMS Items tab.