Batch Update Yielding Rules

Stay is enhanced to allow users to bulk modify the Yield By Room Type rule sets created at the property. Users can export the existing rule sets as a CSV file, make the preferred updates, and import the updated file. The updates made by the users will be applied to the rule sets. Previously, users had to open each rule set individually to make the preferred updates.

This feature is applicable for the Yield By Room Type rule sets only.

Feature Setting

The following new feature setting must be enabled to use this feature:

Name: Import/Export Yielding Rules
Comments: License is not required

Export Rule Sets

Users can export the Yield By Room Type rule sets available at the property from the Yielding Rule Import/Export screen that appears when users click the Import/Export hyperlink in the Yielding screen (Settings ➜ Rates ➜ Yielding ➜ Import/Export). When users click Export, the Export pop-up screen appears that informs users that the rule sets are being exported.

Once the export is completed successfully, the rule sets are exported as a CSV file. The Yielding Rule Import/Export screen displays the following columns:

Column	Description
Date	The date when the import/export was performed.
Start	The time when the import/export was initiated.
End	The time when the import/export was completed.
Type	The type of action performed. Displays the following options: Import: This label is displayed as a hyperlink. When clicked, the latest version of the imported file will be downloaded. Export: This label is displayed as a hyperlink. When clicked, the latest version of the exported file will be downloaded.
Status	The status of the import/export performed. Displays the following options: Succeeded: Displayed when the import/export was completed successfully. Failed: Displayed when the import/export was not completed successfully.
User	Displays the username of the user who initiated the import/export.
Details	Displays the label, Log Details, as a hyperlink. When clicked, the Log Details pop-up screen appears that displays the details of each export/import performed.

Modify Rule Sets in CSV File

Once the rule sets are exported, users can update the values for the preferred fields in the exported CSV file. When the updated file is imported, the modifications are applied to the rule sets.

Sample Scenario

Consider the following Yield by Room Type rule set created for the selected room types with two levels for the Occupancy level, and one level each for the Length of Stay and Advance Booking levels.

When this rule set is exported, a row-wise record is created for each room type associated with a level. For example, in the above rule set, level 1 and 2 of the Occupancy level contains 2 room types each. In this case, 4 records will be created in the exported file for the Occupancy level.

If users prefer to modify the values of the records in the columns ruleCode to roomTypes, the value must be updated for each record in the level or for the last record created for the level. For example, if users want to modify the value of the Minimum Rate, the value must be updated for the 4 records created in the Occupancy level and in the 2 records created for the Length of Stay and Advance Booking levels. Alternatively, users can also update the value in the last record created for each level.

The following columns in the exported CSV file display the details of the rule sets that are exported.

Column	Description
Sequence	The sequence of the rule set.
Active	The status of the rule set. Displays True if the Active checkbox in the rule set is selected.
Name	The name of the rule set.
Rule Code	The code for the rule set.
Description	The description of the rule set.
Minimum Rate	The value of the Minimum Rate configured for the rule set.
Yield By Room Type Occupancy	Displays True if the Yield By Room Occupancy checkbox is selected for the rule set in the Yielding screen.
Start Date	The start date configured for the rule sets.
End Date	The end date configured for the rule sets.
Days of Week	The Days of Week selected for the rule sets displayed in the following format: ["M","Tu","W","Th","F","Sa","Su"].
Rates	The rate plans and packages selected for the rule sets displayed in the following format: ["RACK","CAS8"].
Room Types	The room types selected for the rule sets displayed in the following format: ["NKX","SMTG"].
Rule	Displays the level of the rule. For example, Occupancy, Length of Stay, or Advance Booking.
Level	Displays the level for each room type selected in the rule. When multiple room types are selected in a single level, each room type is displayed as a separate row with the same level value.
Rule Operator	Displays the operator selected for each rule set such as, Greater than, Greater than or equal to, less than, less than or equal to, and Equal to.
Rule Threshold	Displays the value configured for each result operator selected for the room types in a level.
Result Operator	Displays the operator selected for each room type in a level, such as, Increase rate by, Decrease rate by, Close rates, None, and Flat rate.
Result Value	Displays the result type selected for each room type in a level, such as, Flat rate and Percent.
Room Type	Displays the room types selected in each level.
Result Type	Displays the result type selected for each rule level, such as, Flat Rate, Percent. For Occupancy level the result type is displayed as Percent and for Length of Stay and Advance Booking levels the result type is displayed as Flat Rate.
Remove	This column allows users to remove a room type associated with a rule set. Users can remove the room types added to a rule at a single or multiple level by entering the value True for the preferred room type.

All columns in the file can be filtered.

Import Updated File

Once the updates are made to the rule sets in the CSV file, users can import the updated file using the Import option in the Yielding Rule Import/Export screen. When clicked, the Import pop-up screen appears that allows users to import the updated CSV file.

When users select the file and click Upload, the file will be imported successfully, and the modifications will be applied to the rule sets.

System Changes

To support this enhancement, a new hyperlink, Import/Export has been added to the Yielding screen (Settings ➜ Rates ➜ Yielding ➜ Import/Export).