Quick Guide To Management Information System PDF

Management Information System
using Folio Plus

====================================================
This manual may be reproduced for the use of Lead Faculty
involved in t `he implementation of Folio for HRM and Tourism
students.
- Course Development Group 2017 to 2018 -
====================================================
TABLE OF CONTENTS
1 Managing Folio Accounts and Adjustments

A. Guest Information .......................................... 5
B. Guest Transactions
C. Monitoring Payments
D. Transfer and Adjustments
E. Special Instructions
2 Housekeeping in Hotel Operations

A. Housekeeping Job .......................................... 10
B. Housekeeping Item Inventory
C. Engineering Services
D. Reports of the Housekeeping Department
3 Linens and Laundry

A. Adding Linens to the stock .......................................... 10
B. Issuance to the designated rooms
C. Charging Damaged Linens
D. Reports for monitoring purposes
4 The Night Audit

A. Conducting the Night Audit .......................................... 10
B. Analyzing the Night Audit Reports
MANAGING FOLIO ACCOUNTS AND ADJUSTMENTS
A. Guest Information
1
 Reviewing and updating Guest Information
 Extension of Credit Limit
 Handling Extra Person
B. Guest Transactions
 Inserting Additional Charges
 Voiding Incorrect Transactions
 Recalling Voided Transactions
C. Monitoring Payments
 Insert payments in sub folios
 Changing the payment method
 Voiding Payments
 Payment thru City Ledger
D. Transfer and Adjustment
 Return of Credit balance to the Guest
 Transfer Guest Charges to appropriate account
 Correction of Posting errors
E. Special Instructions
 Billing Instructions
 Guest Privilege
 Hotel Promos and Inclusions
Expected Output
• Apply the procedure in managing guest transactions and their Guest Folio.
• Create the necessary document to correct and adjust charges and payments.
• Change and update guest information as well as hotel promos, privileges and inclusions
Teaching and Learning Activities
• Interactive Lecture
• Simulation
Assessment Method
• Objective Test / Examinations

• Practical Test
All through the day the hotel has many transactions with its guests which includes various services that the
guest can avail, be it room service or laundry service. On most of the occasion the amount is simply posted on his bill
and settled during check out.
The process of posting keeps the guests billing up to date so as to ensure speedy settlement of bills. Once the
posting has been done, it is important to recheck whether the correct amount has been posted on the correct guest
folio and also to the account of right department. As a supervisor you are required to check these details regularly
because guests check in and out daily and the guests’ transactions take place regularly.
When we integrate Folio Plus with Resto Plus charging becomes more efficient through an easy interface. It
automates the process and charges can be routed to the guest's folio for billing.
Guest settles bill

upon check out
Automating posting
thru Folio Plus
Charges are
processed thru Resto
Plus
Customer orders
from the
restaurant
GUEST INFORMATION
Using Folio Plus allows all the pertinent information to be captured at the time of the reservation, thereby saves
time in the registration during the check-in process. The front desk clerk's task is to verify and confirm the information in
the reservation window including the method of payment upon guest arrival.
REVIEWING AND UPDATING GUEST INFORMATION

1. Go to the Guest List by selecting Transactions>Frontdesk>Guest List or by pressing F4 in the keypad.
2. Choose the status by clicking on the drill down arrow in the STATUS field.
3. Double Click on the name of the guest to open the Reservation window.
4. Verify the information and update if necessary. Click on the SAVE button and confirm the system message.
EXTENSION OF CREDIT LIMIT

1. Go to Configurations>Guests>Group to access the Company Account window.
2. Enter the Credit Limit amount in the THRESHOLD field and click SAVE.
HANDLING EXTRA PERSON
1. Retrieve the Guest Folio by clicking on the F4 button and selecting the desired guest.
2. Click on the EXTRA PERSON tab and click on the ADD button. Fill out the necessary information for new
guest or simply select the Guest name on the list for existing guest. Click SAVE to add the information.
3. The guest name will appear in the guest window.
4. Click SAVE and confirm the system message.

PRACTICE YOUR SKILLS
GUEST REGISTRATION
Exercise # 1: Register the following guest using the following information.

# of Payment Market
Name of the Guest Room # Company ETA Folio Type Purpose
Nights Mode Segment
Ms. Veron Veronica 102 Armani Exchange 3 2:00 PM Corporate Cash Business Corporate
Ms. Isabel Borboran 103 EGI Corporation 1 2:00 PM Corporate Check Business Corporate
Mr. Ringo Cruz 101 - Night 1 Malanday Corp. 3 11:00 AM Personal Cash Personal Corporate
213 - Night 2
105 - Night 3
Ms. Lyka Manez 109 (Government) 1 2:00 PM Personal Cash Personal Government
Mr. Andrew Angeles 214 Mariana Training Phils. 2 2:00 PM Corporate Cash Business Corporate
Ms. Jessica Manalac 111 Office of the President 1 1:30 PM Corporate Cash Convention Government
Mr. Ralph Singson 110 - Night 1 Ralph Crewing Mgmt. 3 2:30 PM Corporate Cash Business Corporate
(with 50% discount) 113 - Night 2
323 - Night 1
Ms. Crystal Manreza 215 Philippine Airlines 1 1:00 PM Corporate Cash Business Corporate
Mr. Brandon Brown 117 n/a 1 12:00 PM Personal Cash Cash Online
(American)
Ms. Lara Bermudez 202 KBC Enterprise 2 2:00 PM Corporate Cash Convention Corporate
Ms. Sara Lopez 216 n/a 1 3:00 PM Personal Cash Personal Online
Mr. Mark Milkway 303 n/a 2 2:00 PM Personal Cash Personal Online
(Australian)
+wife and 2 kids
Mr. Billy Chao 704 Ling Mi Hao Corp. 5 11:00 AM Corporate Cash Business Online
70/30 Room Charges
50/50 Minibar items
GUEST INFORMATION
Exercise # 1: Updating Information

Ms. Mila Ang emailed the front office about her intention to change her payment method from cash to Credit
Card using the following Information:
Name : Mila C. Ang

Card # : 5642-5677-7811-6767
Type : VISA
Expiration Date: 06/20
Review the guest folio for Ms. Ang and confirm that the all the information has been updated. Make necessary
adjustments if needed.
Exercise # 2: Extension of Credit Limit
The sales department routed a memo stating that BIG BOSS ENTERPRISE is entitled to 20% discount for
telephone charges, laundry/pressing services and mini-bar sales incurred during their stay in the hotel.
Double check the Guest List and the respective folio of Big Boss Enterprise employees currently staying in the
hotel to ensure that the privilege has been applied.
Exercise # 3: Handling Extra Person
The secretary of Big Boss Enterprises faxed a letter advising the front office that their guest who would be house
in Room 213 has been replaced by another officer named LYDIA MAGO.
Confirm that the changes has been made in the system.
9
GUEST TRANSACTIONS
The TRANSACTION SUMMARY and VOIDED TRANSACTIONS are reports that are used to check the accuracy of the
charges in the Guest Folio. Additional Charges can be inserted and managed by clicking on the FOLIO button in the
Reservations window. Inserted transactions can be voided but it is subject to supervisor's override and the same could be
recalled if needed.
INSERTING ADDITIONAL CHARGES:
1. From the Reservation window, click on the Folio Button and the Guest Folio window will appear. Click on the
INSERT TRANSACTION button. Add Folio Transaction window will appear.
Enter transaction automatically or manually:
? How to enter transaction automatically
Type code number of a transaction on the Trans. Code text box, and hit Enter key on the keyboard.
? How to enter transaction manually
Click on the browse button. List of transactions will display.
2. Double-click transaction from the list.

3. Enter currency amount, reference number, etc.
4. If transaction is a charge transaction and guest pays at once, input payment details in the payment area.
5. Click on the Insert button. Transaction will now be displayed on the specified sub-folio’s list of transactions.
10
VOIDING INCORRECT TRANSACTIONS
1. In the reservation window, click on the FOLIO button.
2. Select the posted transaction that needs correction.
3. Click the VOID button. Confirm the action by clicking YES on the system prompt.
4. Enter the user name and password.
Username : instructor
Password : instructor
5. Input the Reason for voiding and click OK to close the window.
Note: The transaction will be removed from the ledger or folio.
RECALLING VOIDED TRANSACTIONS

1. In the reservation window, click on the FOLIO button.
2. Select the posted transaction.
3. Click the RECALL button. Confirm the action by clicking YES on the system prompt.
4. Click on the voided transaction.
5. Input the Reason for voiding and click OK to close the window.
Note: The transaction will be added back to the ledger or folio.
11
GUEST TRANSACTION
Exercise # 1: Additional Charges

Ms. Grace Ellis requested the frontdesk to charge the guest staying in her room as extra person to her account.
However, when the Transaction summary was generated for the day the transaction was not yet reflected. Update the
guest folio by inserting this additional charge.
Guest Grace E. Ellis
Citizenship Ethiopian
Source Telephone
Booking Information:
Room # 101
Type Single Room
Days 2
Folio Account Type Personal
Payment Mode Cash
Purpose Personal
Guest Privilege
Privilege 101
Adjustment
Transaction 1001 Extra Person
Amount 1,200.00
Exercise # 2: Voiding Transaction

Mr. Former requested for Car Rental so he could tour the city. He later called to advise that he would no longer
require the service because he has to attend to some urgent matter. The Front desk Officer asked you to do the system
override so she could void the transaction.
Guest Jay Former
Citizenship American
Source Taxi Cab
Booking Information:
Room # 208
Type Interconnecting
Days 1
Folio Account Type Personal
Payment Mode Cheque
Purpose Tourist
Adjustment
Transaction 1302 Car Rental
Amount 1,500.00
Exercise # 3: Recalling Voided Transaction

After a few hours, Mr. Former availed of the car rental anyway. Update the guest folio and check that the same
no longer appears in the Voided transaction report.
12
MONITORING PAYMENTS
The posting of payments is important to maintaining accurate financial records which is necessary since the guest
may decide to check out at any time during the day. With Folio Plus, the guest folio can be updated at the time of
purchase of goods and services.
There are various methods of payment by which the guest can pay his bill in the hotel during check out. Guest can
pay in cash, credit card, travelers cheques, voucher and charged to company account. Upon check-in the guest specifies
his mode of payment. However, the system allows the change of payment method as well as voiding of excess payments.
INSERTING PAYMENTS IN SUB FOLIOS
Payments can be posted in the Guest Sub folio, to check the proper posting:
1. Go to the Guest List by pressing F4 in the keypad.
2. Double click on the name of the guest to access his reservation window.
3. Click on the CHECK OUT button found in the bottom of the Reservation window.
4. Once in the Check Out window, click on the INSERT PAYMENT button at the lower right portion of the screen.
5. Click on the sub folio to check if posting has been made. Click CLOSE button to get back to the previous screen.
CHANGING PAYMENT METHOD
1. Retrieve the Guest Reservation by pressing F4 in the keypad and choosing the name of the guest.
2. Double click on the name of the guest to access his reservation window. Change the payment mode by choosing
the new method payment in the payment mode field found at the lower left portion of the screen.
3. Proceed to the check out window, click on the CHECK OUT button on the lower right portion of the screen.
4. Post the payment using the method preferred of the guest. Click on the INSERT PAYMENT button and choose the
new method by clicking on the icon. Double click on the payment method required and input all necessary
information. Click on the INSERT button once done.
Note: The payment will be posted in the Check Out Register but the payment mode field will show the payment mode shown in
the reservation window of the guest.
13
VOIDING PAYMENTS
In Folio plus, we can void payments if needed. However, the system will require authorization. Please enter the
following information:
User ID : frontdesk
Password : frontdesk
1. In the menu bar, Go to Reports > Transaction Report > Voided Transactions.
14
PAYMENT THRU CITY LEDGER
The City Ledger is a collection of guest accounts who are not registered with the hotel because they have received
approval for direct billing privilege or paid a deposit on a future hotel event.
1. Select the name of the guest from the Guest List by pressing F4 or go to Transactions > Guest List > Frontdesk.
2. Make sure that the COMPANY NAME is indicated in the COMPANY field.
3. Choose CHARGE in the status field and click SAVE.
4. Upon check out, the mode of payment should be 4200 (CHARGE) CITY TRANSFER.
15
5. Once posted, the transaction will be reflected in the CITY LEDGER and CITY TRANSFER reports in Folio Plus.
or
16
MONITORING PAYMENTS
Exercise # 1: Checking postings in Sub Folios

Check if the following postings were made in Mr. Lloyd Mercado's guest folio:
Sub Folio Code Memo Amount
A (Personal) 1000 Room Charge 215 1,400.00
B (Company) 1000 Room Charge 215 1,400.00
C (Others) None None None
D (Others) None None None
Exercise # 2: Checking changes in method of payments

Mr. Angelo Salvador decided to pay using credit card instead cash. Confirm the changes made in his guest folio.
The reference # is 67453 and the credit card information are as follows:
Exercise # 3: Voided Payments
Dr. Sheena Tiongson checked in at Deluxe Room 206 and paid in cash. One of the directors of the hotel provided
her a special free stay discount (100% discount) voucher and her payment was refunded in full. Check if the transaction
is reflected in the voided transaction report.
Exercise # 4: City Ledger
The following guests paid on account. Generate the city ledger report and check the following payments:
Name of the Guest Company Name Debit Credit

Sarah Baldonado Chinese General Hospital 3,200.00 3,200.00
Dr. Sheena Tiongson Chinese General Hospital
8,400.00 8,400.00
17
TRANSFER AND ADJUSTMENTS
A guest may have several transactions with the hotel all throughout the business day. To document transfers the
desk clerk uses transfer slip and paid-out slip that serves as the paper trail of the transaction.
Payment of Outstanding Return of credit balance to

balance guest
Transactions
affecting Guest
Folio
Transfer of Guest Charges to

Correction of posting errors
another account
The officer-in-charge must make sure that transactions that affect the guest folio are authorized and posted
properly in the system. Aside from the payment of the outstanding balance, the following transaction should also be
verified prior to check out: return of applicable credit balance to guest, transfer of charges to the appropriate account
and correction of posting errors.
A. RETURN OF CREDIT BALANCE TO THE GUEST

There are cases when the hotel needs to return a certain amount to the guest due credit balance in their Guest
Folio due to advance payment, refunds and incidental deposit. This should be properly backed up by a paid out slip for
proper posting and documentation.
1. Go to the Reservation window of the guest by pressing F4 on the keyboard to access the Guest list. Select the
name of the checked-in guest to access the reservation window.
2. Access the CHECK OUT window by clicking on the CHECK OUT button at the lower portion of the screen. Click
on the INSERT PAYMENT button and choose 3300 REFUND in the TRANSACTION CODE field of the Payments
window.
18
B. TRANSFER OF CHARGES TO APPROPRIATE ACCOUNT
Guest can request changes to the guest folio during their stay. At times, charges posted must be transferred to
another folio, or adjustments to the amounts must be made. For example, the guest was informed that his bill will be
picked up by a corporation that they are in transaction with which happens to have a house account in the city ledger.
This transaction is captured in the Folio Routed transactions report found inside Reports>Transaction
Report>Routed Transactions.
C. CORRECTION OF POSTING ERRORS

There are times when the guest questions the charges posted in her Folio account such telephone call or other
services. The desk clerk validates and secures approval prior to making changes or adjustments to correct the posting.
For example, the guest who availed of the shared reservation option of the hotel refused to pay for room service
because this should have been charged to the folio of the guest who was sharing the room.
1. Select the name of the guest from the Guest List by pressing F4 in the keyboard to show the reservation
window.
2. Click on the CHECK OUT button and the CHECK OUT window will pop out. Click on the TRANSFER
DEBIT/CREDIT button located in the lower left portion of the screen.
3. Once inside the Transfer Debit/Credit window, enter the amount for adjustment in the AMT TO TRANSFER
field. Choose the Room No. in the destination folio and check if the BALANCE AFTER TRANSFER field contain
the adjusted amount.
19
4. The adjustment will show in the CHECK OUT window and will posted in the Guest Folio.
20
TRANSFERS AND ADJUSTMEN TS
EXERCISES AND SOLUTIONS
Exercise # 1: Return of Credit Balance to the Guest

Ms. Sheena Thompson checked out of the hotel earlier today and got her security deposit amounting to PhP
1,000.00 only. Retrieve the Guest Folio and check if the transaction was properly posted.
Exercise # 2: Transfer charges to the appropriate account

Mr. Lloyd Mercado called frontdesk to confirm that he will take care of Ms. Sheena Thompson's hotel charges and
will pay in cash. Generate the Folio routed transactions report and check if the hotel charges has been transferred as
requested.
Exercise # 3: Correction of posting errors

A Filipina guest named Ellen Guiao refused to pay the telephone charges on her bill because it should have been
posted to the account of James Rodriguez who was the guest sharing the room.
21
SPECIAL INSTRUCTIONS AFFECTING GUEST FOLIO
There are times when the changes are employed to the Guest Folio. Some maybe upon the request of the guest but
there are also cases when the changes are initiated by the management to optimize the yield or revenue of the hotel.
The managers should make sure that these special instructions that affect the guest folio were handled properly to
ensure proper postings are made to the folio prior to check out.
BILLING INSTRUCTIONS
1. Updating the Billing Instruction Tab

a. Access the Reservation window of the guest by selecting their name from the guest list. Follow this path:
Transactions>Frontdesk>Guest List or press F4 using the keyboard. Click on the name of the guest.
b. Once inside the reservation window, Click on the BILLING INSTRUCTION tab.
c. Choose the specific Transaction code from the left window. Make the necessary changes.
d. You can also ADD or REMOVE the transaction.
e. Click on the SAVE button to update the tab.
2. Changing basis for billing

a. Repeat the steps a & b in the updating the billing instruction tab.
b. Click the radio button corresponding to the Basis of your choice.
c. Input the updated percentage or amount in their respective field.
d. Click the SAVE button and confirm the system message.
Note: The percentage total should be 100%.
GUEST PRIVILEGE
1. Changing the privilege type
a. Go to Transactions>Frontdesk>Guest List or press F4 using the keyboard. Click on the name of the guest to
access the Guest Reservation Window.
b. Once inside the reservation window, Click on the GUEST PRIVILEGE tab.
c. Click on the radio button that corresponds to the type of privilege: Guest or Company
d. Make the necessary changes on the basis: P Percentage or A Amount and enter the update rate or value.
e. Click on the SAVE button to update the information.
2. Adding and Removing Privileges

a. Access the Guest Reservation Window of the Guest by pressing F4 using the keyboard. Select name of the
guest from the list.
c. Click on the ADD or REMOVE button to update the Folio Privilege.
22
d. To save the changes, Click on the SAVE button.
HOTEL PROMOS
1. Updating the Applied Days of the Hotel Promo

a. Access the Reservation window of the guest by selecting their name from the guest list. Follow this path:
Transactions>Frontdesk>Guest List or press F4 using the keyboard. Click on the name of the guest.
b. Once inside the reservation window, Click on the HOTEL PROMOS tab.
c. Use the Calendar tool to change the applicable date for the promotion.
d. Click the SAVE button to update the window.
23
2. Updating Applied Promo Discounts
c. Click on the > arrow to ADD or < arrow REMOVE the desired transaction.
d. Click the SAVE button to update the tab.
INCLUSIONS
1. Handling Inclusions
b. Once inside the reservation window, Click on the INCLUSIONS tab.
c. Click on the > arrow to ADD or < arrow REMOVE the desired transaction.
d. Click the SAVE button to update the tab.
24
SPECIAL INSTRUCTIONS
Exercise # 1: Billing Instructions

The Big Boss Enterprise changed the discount rate that they provide to their employees who stays in this hotel.
The new agreement states that the corporation will cover 80% for the room charge and 50% for car rental.
Check if the changes has been made in the system by checking the guest reservation window of Mr. Stephen
Curry who checked in under the Big Boss Enterprise.
Exercise # 2: Guest Privilege

Ms. Lea Paasa was given a special privilege to enjoy 80% off the Laundry/Pressing charges. Check if the update
has been applied to her Guest Folio.
Exercise # 3: Hotel Promos

A memo was routed indicating that all guest staying in the hotel will be eligible to the No thirst Promo. Check if
the promotion was applied to the account of Engr. Lloyd Mercado and change the applied duration to TODAY only.
Exercise # 4: Inclusions
The hotel is celebrating its 2nd year anniversary and as part of the celebration guests who are checking-in today
will receive a welcome drink as part of the package. Pull up guest list and check if the WELCOME DRINK was included in
the package received by guest who checked in today.
25
ASSESSMENT TEST
Complete Name Score
Year/Section
WRITTEN TEST (20 points):

A. TRUE OR FALSE (10 points) : Write T if the statement is True and F is the statement is False.
_____ 1. Credit Limit for the guest can be updated by going to Configurations>Guests>Group.
_____ 2. Any user can recall Voided transactions.
_____ 3. The Guest Ledger is a collection of guest accounts who are not registered with the
hotel because they have received approval for direct billing privilege or paid a deposit
on a future hotel event.
_____ 4. Debit/Credit button is used to transfer of charges .
_____ 5. Special Instructions affecting Guest Folio includes: Billing instructions, Guest Privilege,
Hotel Promos and Inclusions.
B. COMPLETE THE STEPS (20 points):
Click the Select the Click on the Enter _______ Input the _____
_____ button. transaction. _____ button. and password. for voiding.
PRACTICAL TEST (30 points):

Dr. Ricardo Cuesta of Clinica Los Arcos advised the Front Office that he will have Two (2) friends joining him for
the next two (2) nights and would need an extra bed in the room. Add the additional guest using the following
information:
Particulars Guest 1 Guest 2
Name Jay Escuerda Mike Exodus
Gender Male Male
Birthday June 24, 1998 August 28, 1972
26
HOUSEKEEPING IN HOTEL OPERATIONS
A. Housekeeping Job
 Creating New Set of Housekeepers
2
 Room Make-up Assignments
 Housekeeper's Productivity
 Housekeeping Item Inventory
B. Housekeeping Item Inventory
 Updating Mini Bar Items
 Adding stock per item description
 Distribution of stock per room
 Voiding excess payment
 Generating Mini Bar Reports
C. Engineering Services
 The Engineering Service Screen
 Maintaining Maintenance Job
D. Reports of the Housekeeping Department
 Rooms Report
 Housekeeping Report
 Mini Bar Reports
Expected Output
• Use the Housekeeping module to schedule and monitor the assigned tasks
• Show the procedure for maintaining the housekeeping item inventory (mini-bar)
• Schedule Engineering and Maintenance Services using Folio Plus
• Analyze the Housekeeping reports to ensure efficiency and productivity
• Simulation
Assessment Method

• Practical Test
27
HOUSEKEEPING IN HOTEL OPERATIONS
The main function of the housekeeping department in hotel operations is keeping the premises clean and sanitary as
part of their customer service.
The housekeeping manager determines which rooms must be cleaned, make job schedule, assign task and check the
work. This requires coordination with other departments. They also track the inventory of supplies and prepare the expense
and occupancy reports.
I. HOUSEKEEPING JOBS
CREATING NEW SET OF HOUSEKEEPERS
We can update list of the housekeepers in the Housekeeping (HK) module of Folio Plus:
A. Go to Configuration>Services>Housekeepers
B. Select NEW button.
C. Fill out the mandatory fields: ID Number, First Name and Middle Name.
D. Click Save and then the Close button.
HOUSEKEEPING SCHEDULE
The housekeeping department can meet their daily goals and maintain efficiency by having at least Four (4)
housekeepers per shift who will handle the housekeeping tasks. Following the formula: Housekeepers (4) = Number of
Rooms (66) ÷ Average Completed Housekeeping Tasks (18).
The table shows the Staffing Requirement for the hotel based on the Occupancy Rate:
Occupancy Required # of
No. of Hotel Rooms Average Task
Percentage (%) Housekeepers
66 100 18 4.00
66 95 18 3.48
66 90 18 3.30
66 85 18 3.12
66 80 18 2.93
28
A. STEPS IN COMPLETING THE HOUSEKEEPING SCHEDULE:
1. Secure the Sales Forecast and Room Occupancy Report for the week. Determine the number of required
housekeepers for the following week based on the table above.
2. Add new housekeepers in Folio Plus:
a. From the Menu Bar, click Configuration then select Services and click Housekeepers. This will launch the
Housekeeper window.
b. In the House Keeper window, click the New button. This will create a new housekeeper.
c. Enter housekeeper ID and name. Housekeeper ID Number must be unique.
d. Click on Save button to save the new housekeeper. The housekeeper you saved will be added to the list box
on the left side of the screen.
e. Click on Cancel button to discard the entry.
3. Assign the tasks to specific housekeepers:

a. Go to Configuration > Services > Housekeeping Job
b. Choose the housekeeper from the Housekeeper dropdown list.

c. Assign the room to the housekeeper by clicking on the room number with dirty room icon.
d. Choose Cleaning (30 minutes) or Make-up (15 minutes).
e. Click on Save button to confirm that the room is clean. Click on Ok button to close the window.
29
HOUSEKEEPER'S PRODUCTIVITY
The Executive Housekeeper can monitor the progress of the housekeeping tasks by checking the
reports inside Reports.
A. HOUSEKEEPING REPORT - shows the completed cleaning and make up tasks per housekeeper.
B. HOUSEKEEPING STATUS - also known as Housekeeping Log. This report monitors the housekeeping activity per
room including verification details.
C. HOUSEKEEPING ACTIVITY - shows the daily Housekeeping Job Report.
30
D. HOUSEKEEPERS REPORT - monitors housekeeping tasks as per specified date.
E. HOUSEKEEPERS SUMMARY - summarizes housekeeping activities per housekeeper which includes the total rooms
cleaned and the elapsed time to complete the task.
31
HOUSEKEEPING JOB
Exercise # 1: New Housekeeper

Input the information of the following newly hired Housekeepers.
ID Number First Name Last Name Middle Name
1601 MARCO BAUTISTA CUESTA
1602 KERVIN MARALIT ASUNCION
1603 SAJID MIJAD ALAGER
1604 REY SUMANG ALFONSO
1605 CHARLIE YU POTENCIANO
Exercise # 2: Make-up/Cleaning Assignments

The Housekeeping supervisor posted the Housekeeping schedule for day. Room make – up will start at
exactly 8:00 a.m.
Housekeeper’s Assigned Rooms

Room Type Time Allotment Remarks
Name and ID No. for Make-up
111 Executive 8:00 – 8:05 Make-Up
Marco Bautista
102 Executive 8:10 – 8:15 Make-Up
ID No. 1601
103 Executive 8:20 -8:25 Make-Up
214 Standard 8:00 – 8:05 Make-Up
Kervin Maralit
215 Standard 8:10 – 8:15 Make-Up
ID No. 1602
216 Standard 8:20 -8:25 Make-Up
101 Deluxe 8:00 – 8:05 Make-Up
Sajid Mihad 109 Deluxe 8:10 – 8:15 Make-Up
ID No. 1603
Rey Sumang
ID No. 1604 117 Deluxe 8:10 – 8:15 Make-Up

Charlie Yu
ID No. 1605 324 Executive 8:10 – 8:15 Make-Up
Exercise # 3: Housekeeper's Productivity

Generate and analyze the following Housekeeping reports:
1. Housekeeping Report
2. Housekeeping Status
3. Housekeeping Activity
4. Housekeepers Report
5. Housekeeping Summary
32
II. HOUSEKEEPING ITEM INVENTORY
UPDATING MINI BAR ITEMS
1. Go to Configuration > Mini bar > Items
2. Fill out the Item Code, Name, Category and Unit Price.
3. Click SAVE and then OK.
ADDING STOCK PER ITEM DESCRIPTION

1. Go to Configuration > Services > Housekeeping Item Inventory
2. Highlight the row of the item to be replenished> Click ADD STOCK
3. Enter QUANTITY
4. Click OK
DISTRIBUTION OF STOCK PER ROOM

1. Go to Configuration Services > Housekeeping Inventory
2. Click Room No. drop down arrow > Click the row of the Item > Click the arrow right from the box to transfer
3. Enter Quantity Code > OK > Save
4. Distribute Mini bar items from storage area to room guestrooms
33
MINI BAR TRANSACTION
1. Go to Transactions > Mini bar > Mini bar Transactions
2. Click drop down arrow to select housekeeper and do the same for the Room No.
3. Select the Sub-Folio from the dropdown list in the field next to the Folio ID.
4. Highlight the row of the item to be to be charged.
5. Click arrow right from the box and Input the quantity. Click the OK button.
6. To change quantity, highlight the row from the Item List window, Click the EDIT QUANTITY button
7. Input desired quantity. Click SAVE and then OK.
8. To post charges click Post Charge Button and then OK.
MINI BAR REPORTS
Folio Plus provides various reports to help the management in maintain and improve the efficiency level of their housekeeping
personnel.
MINI BAR SALES

This report summarizes the daily sales for the Minibar.
MINI BAR SALES PER ROOM

This report shows the Minibar sales per room.
34
MINI BAR SALES BY HOUSEKEEPER
This report shows the daily sales of the per housekeeper.
MINI BAR ITEM CATEGORY

This provides the Minibar sales report per Item Category.
HOUSEKEEPING DELIVERY ITEMS

This records the receipt of items into our system and stockroom.
STOCK TRANSFER REPORT

This report show the transfer of the Minibar stock.
35
STOCK RETURNED ITEMS
This report shows items that were replenished per room.
ROOM ITEMS INVENTORY REPORT

This is a simple inventory of the housekeeping items.
MINIBAR TRANSACTION REPORT

This shows the Minibar Transaction of the Guest.
36
HOUSEKEEPING ITEM INVENTORY
Exercise # 1: Updating the Minibar Items

The housekeeping department have added 10 new items in the Minibar Inventory. Add the following items to
update the system inventory.
Item Code Name Categories Quantity Unit Price
122 GATORADE G2 500 ML MINI BAR ITEMS 50 200.00
123 CADBURRY WHOLENUT 200 GRAMS MINI BAR ITEMS 50 300.00
124 STURBUCKS DOUBLESHOT 6OZ MINI BAR ITEMS 50 350.00
125 DON DAVID RED WINE 750 ML MINI BAR ITEMS 50 3,500.00
126 HARP LAGER BEER 500ML MINI BAR ITEMS 50 500.00
127 JACK N JILL POTATO CHIPS 85 GRAMS MINI BAR ITEMS 50 150.00
128 HORIZON MILK 250ML MINI BAR ITEMS 50 200.00
129 PLANTERS PISTACHIOS 50 GRAMS MINI BAR ITEMS 50 250.00
130 MARIANI PRUNES 150 GRAMS MINI BAR ITEMS 50 150.00
131 COCA COLA 350 ML MINI BAR ITEMS 50 180.00
Exercise # 2: Distribution the stock per room

Distribute the new items to the hotel rooms using the information provided in the table below:
Room # Items Categories
102  GATORADE G2 500 ML 4
103  CADBURRY WHOLENUT 200 GRAMS 4
111  STURBUCKS DOUBLESHOT 6OZ 4
110  DON DAVID RED WINE 750 ML 4
202  HARP LAGER BEER 500ML 4
 JACK N JILL POTATO CHIPS 85 GRAMS 4
 HORIZON MILK 250ML 4
 PLANTERS PISTACHIOS 50 GRAMS 4
 MARIANI PRUNES 150 GRAM 4
 COCA COLA 350 ML 4
 MARIANI PRUNES 150 GRAMS 3
 MARIANI PRUNES 150 GRAMS 2
37
Exercise # 3: Minibar Transactions
Post the following transaction in the respective Guest Folio.
Room No. / Type Guest Name Sub-Folio Housekeeper In-Charge Housekeeper ID No.
102 (Single) Veron, Veronica A Marco Bautista 1601
Charges:
2 GATORADE G2 500 ML
2 CADBURRY WHOLENUT 200 GRAMS
2 STURBUCKS DOUBLESHOT 6OZ
1 DON DAVID RED WINE 750 ML
2 HARP LAGER BEER 500ML
2 JACK N JILL POTATO CHIPS 85 GRAMS
103 (Single) Isabel Borboran A Marco Bautista 1601
Charges:
2 HORIZON MILK 250ML
3 PLANTERS PISTACHIOS 50 GRAMS
3 MARIANI PRUNES 150 GRAMS
2 COCA COLA 350 ML
101 (Single) Ringo Cruz A Sajid Mihad. 1603
Charges:
105 (Double) Lyka Melendez A Sajid Mihad. 1603
Charges:
207 (Interconnecting) Andrew Angeles A Kervin Maralit 1602
Charges:
2 JACK N JILL POTATO CHIPS 85
403 (Twin) Jessica Manalac A Marco Bautista 1601
Charges:
2 COCA COLA 350 ML
602 (Suite) Ralph Singson B Sajid Mihad 1603
Charges:
1 JACK N JILL POTATO CHIPS 85
2 COCA COLA 350 ML
38
707 (Queen) Crystal Manreza A Kervin Maralit 1602
Charges:
1 PLANTERS PISTACHIOS 50
908 (King) Brandon Brown A Rey Sumang 1604
Charges:
901 (King) Lara Bermudez B Rey Sumang 1604
Charges:
507 (Interconnecting) Sara Lopez A Kervin Maralit 1602
Charges:
508 (Interconnecting) Mr. Mark Milkway A Charlie Yu 1605
Charges:
5 GATORADE G2 500 ML
5 COCA COLA 350 ML
505 (Double) Mr. Billy Chao A Charlie Yu 1605
Charges:
39
III. ENGINEERING SERVICES
THE ENGINEERING SERVICE SCREEN
The maintenance or engineering department and the front office must communicate on the room status and
requests for maintenance service. Cooperative efforts are necessary to ensure that the maintenance activity will not
interfere with the guest's stay or appropriate measures are made to transfer the guest to another room if deemed
necessary. Request for repairs from guest must be relayed immediately to avoid any inconvenience.
ADDING A NEW ENGINEERING SERVICE

1. Go to Configuration > Services > Engineering Services
PARTS OF THE ENGINEERING SERVICE SCREEN
# Field Name Description

1 List of Engineering Service Enumerates all active Engineering Services.
2 ID No. Displays engineering service ID.
3 Service Name Displays engineering service name.
4 Description Displays engineering service description.
5 Delete Removes selected engineering service.
6 Search Searches for a specific engineering service.
7 New Prepares the screen for a new engineering service entry.
8 Save Saves engineering service changes and new service entry.
9 Cancel Discards any engineering service changes.
10 Close Closes Engineering Service screen.
1. Enter housekeeper ID and service name. Housekeeper ID Number must be unique.

2. Click on Save button and the service you saved will be added to the list box on the left side of the
screen.
3. Click on Cancel button to discard the entry.
40
MANAGING MAINTENANCE JOB
SCHEDULING A MAINTENANCE OR ENGINEERING SERVICE

1. Go to Configuration > Services > Engineering Jobs to launch the Engineering Job window.
2. In the Engineering Job window, click the New button. This will create a new engineering service.
3. Click on the Search icon and choose the required engineering service.
4. Plot the schedule by clicking on the Plot Schedule button. This will launch the Room Calendar window.
Choose the schedule and click the Plot button to save the schedule. Click Done to return to the
Engineering Job window.
5. Type the name of the assigned personnel in the Person Assigned field.
6. Click Save to close the window.
MONITORING THE STATUS

1. To monitor the status of the maintenance, Go to Reports > Rooms Report > Out of Order Rooms
41
ENGINEERING SERVICES
Exercise # 1: New Engineering Service

Input the information of the following newly hired Housekeepers.
ID Number Service Name Description
11 Ceiling Ceiling Clearing
12 Faucet Leaking Faucet
Exercise # 2: New Engineering Job

Schedule the following maintenance work.
Service ID # Description Person Assigned Room # Schedule
1 Aircon Repair Ariel Magno 103 <Today> 3:00 - 5:00 PM
4 Plumbing Michelle Asis 208 <Today+1> 9:00 - 10:00 PM
11 Ceiling Repair Carlo Pastrana 404 <1 week starting today>
8:00 AM - 5:00 PM
42
IV. REPORTS IN THE HOUSEKEEPING DEPARTMENT
A. ROOM AVAILABILITY - shows the availability of the rooms for immediate guest occupancy.
B. ROOM OCCUPANCY - house count or number of guest registered in the hotel
C. SALES FORECAST - used as basis for the distribution of housekeeping tasks.
43
LINENS AND LAUNDRY
A. Adding Linens to the Stock
3
B. Issuance to the designated rooms
C. Charging Damaged Linens
D. Reports for monitoring purposes
Expected Output
• Follow the procedure in adding Linens to the stock

• Issue the linens to designated rooms
• Apply the procedure in changing damaged linens
• Simulation
Assessment Method

• Practical Test
44
LINENS AND LAUNDRY
The housekeeping department also takes care of the linens and laundry. Some hotels maintains an In-house
department to have greater control over the inventory. However, others prefer that this service is outsourced to save on
equipment and personnel costs.
Linen control is based on a par system. Par of three includes one set of sheets in the wash, one set of sheets on the
bed, and one of sheets on the shelf ready for use. While par of four has two sets of sheets are set aside ready for use.
Updating Linens and Laundry Categories

1. Go to Configuration > Mini bar > Item Categories
2. Fill up the following fields: Category ID and Category Name
3. Click Save and then OK
Updating Linens and Laundry Items
1. Go to Configuration > Mini bar > Items

2. Fill up the following fields:
a. Item Code
b. Name
c. Category
d. Unit Price
3. Click Save > OK
Adding stock per item description
1. Go to Configuration > Services > Housekeeping Item Inventory

2. Change the category: Linens, Uniforms or Dining
3. Highlight the row of the item to be replenished > Click Add Stock
45
4. Enter Quantity > OK
Distribution of Linens per Room
1. Go to Configuration Services > Housekeeping Inventory > Change Category - Linen

2. Choose the Room No. from the dropdown list
3. Click the row of the Item
4. Click the arrow right from the box to transfer
5. Enter Quantity Code and click OK
46
LINENS
Exercise # 1: Adding new categories.

Create the following category for the Housekeeping Department.
Category ID Name
201 LINENS
202 UNIFORMS
203 DINING
Exercise # 2: Updating the Linens and Laundry items.

The Housekeeping department purchased linens, dining items and uniforms. Each item has its corresponding Item Code and
Unit Price. Input the following items using the information provided in the table below:
Item Code Name Categories Unit Price

201 Bath Rug 24X42 LINENS 800.00
202 Bath Towels 25X45 LINENS 800.00
203 Woolen Blanket LINENS 1,500.00
204 Duvet LINENS 1,300.00
205 Hand Towels 6X7 LINENS 500.00
206 Face Towels 9X10 LINENS 250.00
207 Mattress Protector LINENS 1,500.00
208 Table Napkins 21X21 LINENS 200.00
209 Pillow Slips 24X32 LINENS 280.00
210 Flat Sheet LINENS 1,100.00
211 Table Cloths Various Sizes LINENS 900.00
212 Tray Cloth as per size of trays and silvers LINENS 700.00
213 Kitchen Aprons UNIFORMS 500.00
214 Blouses for Housekeeping UNIFORMS 500.00
215 Bell Bottoms for Room Attendant UNIFORMS 600.00
216 Bush Shirts UNIFORMS 400.00
217 Bows for Managers UNIFORMS 350.00
218 Dungarees for Engineering UNIFORMS 600.00
219 Coats UNIFORMS 3,500.00
220 Churidars for Doormen UNIFORMS 1,500.00
221 Gloves for Stewards UNIFORMS 200.00
222 Jackets for Bell Captains UNIFORMS 2,000.00
223 Jackets for Restaurant Captains UNIFORMS 2,000.00
224 Long Coats for the Cashiers UNIFORMS 1,500.00
225 Long Coats for the Laundry Supervisor UNIFORMS 1,500.00
226 Long Coats for the House Doctor UNIFORMS 2,000.00
227 Woolen Overcoats for Security Personnel UNIFORMS 3,000.00
228 Raincoat for Doormen UNIFORMS 800.00
229 Raincoat for Parking Attendants UNIFORMS 800.00
230 Raincoat for Parking Attendants UNIFORMS 800.00
231 Raincoat for Security Personnel UNIFORMS 800.00
232 Scarf for Cooks UNIFORMS 200.00
233 Trousers for Utility Workers UNIFORMS 400.00
234 Trousers for Stewards UNIFORMS 400.00
235 Trousers for Captains UNIFORMS 400.00
236 Trousers For Receptionist UNIFORMS 400.00
237 Ties For Managers UNIFORMS 950.00
47
Exercise # 3: Adding stock per Item Description
The Linens and Laundry Department received 3,000 pieces of item LLI01 to LLI10. Replenish the stock using the information
provided below:
Category Item Code Name Quantity
Linens 1001 Bath Rug 24X42 3,000
Linens 1002 Bath Towels 25X45 3,000
Linens 1003 Woolen Blanket 3,000
Linens 1004 Duvet 3,000
Linens 1005 Hand Towels 6X7 3,000
Linens 1006 Face Towels 9X10 3,000
Linens 1007 Mattress Protector 3,000
Linens 1009 Pillow Slips 24X32 3,000
Linens 1010 Flat Sheet 3,000
Dining 2001 Table Napkins 21X21 800
Dining 2002 Table Cloths Various Sizes 800
Dining 2003 Tray Cloth as per size of trays and silvers 800
Uniform 3001 Kitchen Aprons 1,500
Uniform 3002 Blouses for Housekeeping 1,500
Uniform 3003 Bell Bottoms for Room Attendant 1,500
Uniform 3004 Bush Shirts 1,500
Uniform 3005 Bows for Managers 1,500
Uniform 3006 Dungarees for Engineering 1,500
Uniform 3007 Coats 1,500
Uniform 3008 Churidars for Doormen 1,500
Uniform 3009 Gloves for Stewards 1,500
Uniform 3010 Jackets for Bell Captains 1,500
Uniform 3011 Jackets for Restaurant Captains 1,500
Uniform 3012 Long Coats for the Cashiers 1,500
Uniform 3013 Long Coats for the Laundry Supervisor 1,500
Uniform 3014 Long Coats for the House Doctor 1,500
Uniform 3015 Woolen Overcoats for Security Personnel 1,500
Uniform 3016 Raincoat for Doormen 1,500
Uniform 3017 Raincoat for Parking Attendants 1,500
Uniform 3018 Raincoat for Parking Attendants 1,500
Uniform 3019 Raincoat for Security Personnel 1,500
Uniform 3020 Scarf for Cooks 1,500
Uniform 3021 Trousers for Utility Workers 1,500
Uniform 3022 Trousers for Stewards 1,500
Uniform 3023 Trousers for Captains 1,500
Uniform 3024 Trousers For Receptionist 1,500
Uniform 3025 Ties For Managers 1,500
48
Exercise # 4: Distribution of Linens per room
Distribute the linens to their assigned rooms. Follow the table below:
KING
Room Number Items Quantity
701  Bath Rug 24X42 5
708  Bath Towels 25X45 6
801  Woolen Blanket 1
808  Duvet 2
901  Hand Towels 6X7 6
 Face Towels 9X10 6
 Mattress Protector 1
 Pillow Slips 24X32 8
 Flat Sheet 3
QUEEN
101  Bath Rug 24X42 3
707  Duvet 2
 Flat Sheet 3
INTERCONNECTING
207  Bath Rug 24X42 2
307  Duvet 2
 Flat Sheet 6
TWIN
301  Bath Rug 24X42 2
403  Duvet 2
 Flat Sheet 6
49
DOUBLE
105  Bath Rug 24X42 1
304  Duvet 1
 Flat Sheet 3
SINGLE
104  Bath Rug 24X42 1
203  Duvet 0
 Flat Sheet 3
50
THE NIGHT AUDIT
A. Conducting the Night Audit
4
B. Uses of the Night Audit reports
Expected Output
• Apply the procedure in conducting Night Audit

• Understand the use of the generated Night Audit reports
• Simulation
Assessment Method

• Practical Test
51
NIGHT AUDIT AND REPORTS
The NIGHT AUDIT is a process that tracks charges and payments and the departmental receipts and charges on a
daily basis. The management uses the night audit reports to verify the integrity of the guest accounts and review the
operational effectiveness of the hotel manager.
Night audit allows a review of all financial activity. It pulls together the plans and operations of a hotel on a daily
basis. Thus, the general managers are able to make good financial decisions based on current and cumulative data.
There are six basic steps involved in preparing a night audit and they are as follows:
1. Posting room and tax charges

2. Assembling guest charges and payments
3. Reconciling departmental financial activities
4. Reconciling the accounts receivable
5. Running the trial balance
6. Preparing the night audit report
CONDUCTING NIGHT AUDIT
CLOSE SHIFT/ CASH DRAWER

Location: Transactions> Cashiering > Close Shift/Cash Drawer
1. Open the Close Shift / Cash Drawer window.

2. Input amount details to be remitted and any remarks for the closing of shift.
3. Once done, click on the OK button. Shift will now be closed and reports for the closed cashier shift will be
printed.
52
DAY-END CLOSING
This allows user to execute the night audit operation.

Location: Transactions > Night Audit > Day-end Closing
1. Open the Day-End Closing window.

2. Expected guest arrivals and departures should be zero before proceeding with the night audit. If greater than
zero, user should cancel first all expected arrivals and settle all expected departures.
3. Once ready, click on the OK button.
4. System will automatically post room charges and other transactions, and increment the date to 1 day.
Reports will also be generated after the operation.
53
NIGHT AUDIT REPORTS
The NIGHT AUDIT is a process that tracks charges and payments and the departmental receipts and charges on a
daily basis. The management uses the night audit reports to verify the integrity of the guest accounts and review the
operational effectiveness of the hotel manager.
Night audit allows a review of all financial activity. It pulls together the plans and operations of a hotel on a daily
basis. Thus, the general managers are able to make good financial decisions based on current and cumulative data.
The main functions of the night audit are:

a. Verify posted entries to guest and non-guest accounts
b. Balance all front office accounts
c. Resolve room status and rate discrepancies
d. Review guest credit transactions against established limits e.
Rooms Division Management and Control System
e. Generate operational and managerial reports
The role of the night auditor includes tracking revenues, occupancy percentages and other standard hotel statistics.
He also prepares a daily summary for each payment method and other activities that occurred at the frontdesk. He
promptly summarizes and forwards the results of the operations to front office management. There are six basic steps
involved in preparing a night audit and they are as follows:
1. Posting room and tax charges
2. Assembling guest charges and payments
3. Reconciling departmental financial activities
4. Reconciling the accounts receivable
5. Running the trial balance
6. Preparing the night audit report
GUEST REPORTS
1. ACTUAL GUEST ARRIVAL

The Actual Guest Arrival lists the hotel guests who checked - in during the day. This is useful in keeping track of
confirmed guests who actually showed up and completed the check - in process. The actual time of arrival is shown
in the report.
2. ACTUAL GUEST DEPARTURE

This report displays the list of guests who checked out during the day. This report should be coordinated with
housekeeping department to ensure that the room is scheduled for cleaning before the new guest(s) arrives.
54
3. CANCELLED RESERVATION
The Cancelled Reservation report shows all cancelled reservation, time of cancellation and the reason for the
cancellation. This report can be used by managers or sales staff to monitor individual, group and company
cancellations or to analyze any decreases in room sales activity.
4. EXPECTED GUEST ARRIVAL

The Expected Arrival report is used to check the expected guest arrival to the hotels on any given date. This
report gives arrival guest details such as Arrival Date, Blocked Rooms and any special request which may be guest
specific or room specific.
5. EXPECTED GUEST DEPARTURE

This report is useful in monitoring late check-outs because it lists all guests that is expected to checkout. If
the guests do not vacate their room by the check out time a late charge may be imposed.
6. GUEST LEDGER REPORT

Guest Ledger is a type of ledger that has the accounts of all the guests residing in a hotel whether
individual or group. It also holds accounts of advance payments. The accounting department needs this report to
monitor receivables from guests.
55
7. HIGH BALANCE GUEST
The high balance report identifies guests whose charges are approaching an account credit limit
designated by the hotel (the house limit).
8. ROOMING LIST
Displays the information for the checked-in Group and its guest list. The housekeeping department and
the frontdesk may refer to this when handling group reservations for hotel events.
9. NATIONALITY REPORT
Also called the Guest Origin report, this report analyses the number of guests by their country of origin.
Especially useful for the sales & marketing department so they can organize promotions to even encourage
more visitors from a particular country.
56
TRANSACTION REPORTS
1. GUEST INVENTORY REPORT

The Cashier Transaction report is a record of all transaction made by the cashier for the day. It verifies
the total of each cashier for cash sales, credit card sales, and sales applied to accounts receivable.
2. CASHIER TRANSACTION REPORT

This report displays all transactions that happened during the day including the breakdown of the
transaction. The amount of the transaction is recorded as a debit or credit for the hotel.
3. TRANSACTION SUMMARY
The Transaction summary lists the total transactions including total tax, service charge, etc. This is useful
for strategic planning and analysis detailing.
57
4. CREDIT CARD REGISTER
The Credit Card transaction register records all payments made through credit card.
5. VOID TRANSACTION
The Void transaction reports shows all transactions that were voided as approved by an
authorized personnel.
6. SALES REPORT
The Sales Report generates the total sales for the day which is useful for the sales and marketing
department in forecasting future sales of the hotel.
7. CITY LEDGER
A city ledger is a collection of related accounts that tracks money a hotel brings in that is not part of a
transaction associated with a currently registered guest. These transactions are handled by the accounting
department in the back office.
8. CITY TRANSFER
The City Transfer report summarizes all transactions of guest whose charges are posted/chargeable to his
company's account.
 NOTHING FOLLOWS 
58

Quick Guide To Management Information System PDF

Caricato da

Informazioni sul documento

Titolo originale

Copyright

Formati disponibili

Condividi questo documento

Condividi o incorpora il documento

Opzioni di condivisione

Hai trovato utile questo documento?

Questo contenuto è inappropriato?

Copyright:

Formati disponibili

Quick Guide To Management Information System PDF

Caricato da

Copyright:

Formati disponibili

Management Information System

using Folio Plus

1 Managing Folio Accounts and Adjustments

2 Housekeeping in Hotel Operations

3 Linens and Laundry

4 The Night Audit

Teaching and Learning Activities

• Objective Test / Examinations

Guest settles bill

REVIEWING AND UPDATING GUEST INFORMATION

EXTENSION OF CREDIT LIMIT

3. The guest name will appear in the guest window.

4. Click SAVE and confirm the system message.

Exercise # 1: Register the following guest using the following information.

Exercise # 1: Updating Information

Name : Mila C. Ang

Exercise # 2: Extension of Credit Limit

Exercise # 3: Handling Extra Person

Confirm that the changes has been made in the system.

INSERTING ADDITIONAL CHARGES:

2. Double-click transaction from the list.

RECALLING VOIDED TRANSACTIONS

Exercise # 1: Additional Charges

Exercise # 2: Voiding Transaction

Exercise # 3: Recalling Voided Transaction

INSERTING PAYMENTS IN SUB FOLIOS

CHANGING PAYMENT METHOD

Exercise # 1: Checking postings in Sub Folios

Exercise # 2: Checking changes in method of payments

Exercise # 3: Voided Payments

Exercise # 4: City Ledger

Name of the Guest Company Name Debit Credit

Payment of Outstanding Return of credit balance to

Transfer of Guest Charges to

A. RETURN OF CREDIT BALANCE TO THE GUEST

C. CORRECTION OF POSTING ERRORS

Exercise # 1: Return of Credit Balance to the Guest

Exercise # 2: Transfer charges to the appropriate account

Exercise # 3: Correction of posting errors

1. Updating the Billing Instruction Tab

2. Changing basis for billing

2. Adding and Removing Privileges

1. Updating the Applied Days of the Hotel Promo

d. Click the SAVE button to update the window.

Exercise # 1: Billing Instructions

Exercise # 2: Guest Privilege

Exercise # 3: Hotel Promos

Complete Name Score

WRITTEN TEST (20 points):

B. COMPLETE THE STEPS (20 points):

PRACTICAL TEST (30 points):

Teaching and Learning Activities

• Objective Test / Examinations

CREATING NEW SET OF HOUSEKEEPERS

3. Assign the tasks to specific housekeepers:

b. Choose the housekeeper from the Housekeeper dropdown list.

C. HOUSEKEEPING ACTIVITY - shows the daily Housekeeping Job Report.

Exercise # 1: New Housekeeper

Exercise # 2: Make-up/Cleaning Assignments

Housekeeper’s Assigned Rooms

303 Deluxe 8:00 – 8:05 Make-Up

Exercise # 3: Housekeeper's Productivity

ADDING STOCK PER ITEM DESCRIPTION