Infor Sales and Catering Solution

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Infor Sales and Catering Solution Overview
Home Page
Main toolbar
Tasks
Task Details
Task Details
Related To Details
Adding a task
Events
Event
Event Details
Generating event document with Quick Print
Billing Details
Functions
Creating a new function
Adding a child function
Creating a function diagram
Modifying the details of a function
Copying selected functions
Modifying multiple functions
Managing a grid view
Modifying functions collectively
Cancelling multiple functions
Managing the grid view
Copying a function
Adding a service menu to a function in the classic view
Function Services in the new view
Guest Rooms Blocks
Guest Rooms Bookings
Managing the grid view
Adding a guest rooms booking in the old view
Guest rooms booking in the new view
Personnel
Event Timeline
Contacts
Managing the grid view
Event Booking Details
Event Lifecycle
Processing event lifecycle
Processing Inquiry
Sending a proposal
Processing a tentative
Confirming an event
Completing an event order
Guarantying an event
Actualizing an event
Closing an event
Cancelling an event
Tasks
Notes
Appointments
Communication History
Logging an event activity or external email
Generating a document for an event
Sending an event email
Creating a folder
Event Attachments
Function Attachments
Editing function details
Cancelling a function
Adding service details
Adding custom items
Deleting service items
Previewing an event order
Booking an event with guest rooms block
Booking an appointment using event
Adding an event guest list
Event Financial Details
Event Total Charges
Guest Rooms Charges
Event Margins
Deposits Scheduled
Sertifi ePayment Details
Event Payments Received
Adding credit card details
Function Payments Received
Discounts
Adding or modifying discount percentage rate of a revenue center
Tax Rates
Service Fee Rates
Event Self-Service Portal Details
Event Self-Service Portal Details
Deposits Scheduled
Comments
Documents
Sertifi eSignature and ePayment Details
Function
Function Details
Reservations
Personnel
Function Timeline
Services
Notes
Tasks
Appointments
Communication History
Logging a function activity or external email
Generating a document for a function
Function Booking Details
Attachments
Function Financial Details
Function Total Charges
Function Margins
Deposits Scheduled
Payments Received
Adjustments
Additional Service Fees
Function Lifecycle History
Daily Snapshots
Master Event
Master Event Details
Billing Details
Events
Functions
Managing the grid view
Guest Rooms Blocks
Contacts
Managing the grid view
Notes
Tasks
Appointments
Communication History
Logging a master event activity or external email
Generating a document for a master event
Sending a master event email
Master Event Attachments
Event Attachments
Function Attachments
Event Leads
Function List
Managing list view layout for a function
Event List
Managing list view layout for an event
Master Event List
Changing status of event
Event Guest List Bookings List
Events Calendar
Booking an event with function(s)
Copying the details of a function to the same event
Copying the details of a function to another event
Booking a master event
Adding placeholder events to sites with Quick Entry
Booking an event guest list reservation
Reviewing menus and service items data
View Daily Menu Mix
Inventory usage
Location occupancy
Generating documents in a batch
Schedule Batch Generate Document Jobs
Creating a scheduled document job
Event Leads
Event Lead
Lead Details
Event Lead Functions
Contacts
Managing the grid view
Services
Adding a service menu to an event lead in the old view
Event Lead Services in the new view
Notes
Tasks
Appointments
Communication History
Logging an event lead activity or external email
Generating a document for an event lead
Sending an event lead email
Attachments
Option Holds
Creating an event lead
Checking package availability and converting an event
Checking availability and converting an event
Accounts
Account
Account Details
Address Details
Billing Details
Account Profile Synchronization
Personnel
Related Business Filters
Contacts
Managing the grid view
Affiliated Accounts
Affiliated Contacts
Volume Contracts
Master Events
Events
Guest List Bookings
Guest Rooms Blocks
Event Leads
Reservations
Notes
Communication History
Logging an account activity or external email
Affiliated Communication History
Attachments
Creating an account
Modifying an account
Deactivating a selected account
Consolidating a selected account
Contacts
Contact
Contact Details
Address Details
Billing Details
Credit Cards
Adding a credit card
Related Business Filters
Affiliated Accounts
Memberships
Member Leads
Master Events
Events
Guest List Bookings
Guest Rooms Blocks
Event Leads
Reservations
Notes
Tasks
Appointments
Communication History
Logging a contact activity or external email
Generating a document for a contact
Sending a contact email
Attachments
Booking an appointment using a contact
Guest Rooms
Guest Rooms Block List
Event List
Generating documents in a batch
Guest Rooms Block
Guest Rooms Block Details
Guest Rooms Bookings
Managing the grid view
Notes
Tasks
Appointments
Communication History
Logging guest rooms activity or external email
Generating a document for guest rooms
Sending guest rooms email
Attachments
Booking a Guest Rooms Only Event
Guest rooms block details
Moving a Guest Room Booking
Moving All Guest Room Bookings
Copying counts and/or rates in guest rooms bookings
Adding guest rooms bookings
Appointments
Appointment Details
Appointment Details
Related To Details
Booking an appointment
Modifying an appointment
Deleting an appointment
Appointment list view
Reservations Guest List
Reservation List
Cancelling related reservation(s)
Reservations Wait List
Floor Management Pulse Statistics
Floor Management Server Ledger
Generating documents in a batch for reservation(s)
Reservations Timeline
Reservation
Reservation Details
Requests
Party Mix
Asset Details
Service Items
Payment Details
Financial Details
Service Details
Primary Contact Details
Contacts
Managing the grid view
Related Reservations
Personnel
Tasks
Appointments
Communication History
Logging a reservation activity or external email
Generating a document for a reservation
Sending a reservation email
Attachments
Booking a new reservation
Adding a New Contact
Editing a Reservation
Copying a Reservation
Copying a reservation to multiple dates
Moving a Reservation
Cancelling a Reservation
Reactivating a Reservation
Floor Plan
Wait List
Adding a guest to wait list
Guest List
Preparing for service
Adding a section
Assigning a server when preparing for a service
Managing the grid view
Managing the grid view
Reports
Creating a report
Modifying a report
Adding a chart to a report
Report Charts
Modifying a chart
View Scheduled Report Jobs
Scheduling a report job
Report Job Results
Dashboards
Adding a dashboard
Adding a chart to the dashboard
Member Leads
Member Lead
Lead Details
Member Service Items
Contacts
Managing the grid view
Notes
Tasks
Appointments
Communication History
Generating a document for a member lead
Logging a member lead activity or external email
Sending a member lead email
Attachments
Creating or modifying a member lead
Converting a member lead to an active membership
Converting a member lead to a pending membership
Memberships
Memberships details
Membership Details
Member Service Items
Contacts
Managing the grid view
Notes
Tasks
Appointments
Communication History
Logging memberships activity or external email
Generating a document for a membership
Sending a membership email
Attachments
Creating a membership
Settings
Enterprise
Modifying the details of the enterprise
Manage Divisions
Creating a division
Creating a region
Creating a business unit
Creating a site
Creating a location
Location dependency
Adding or modifying dependent location(s) to a location
Managing To Be Announced Location
Enabling a placeholder location
Adding or modifying an off-premise venue
Adding or modifying a site type
Adding or modifying a location type
Adding or modifying a site custom field
Customizing site page layout
Manage Supported Currencies
Adding a new currency
Modifying a supported currency
Importing location records
Importing off-premise venues
Importing site records
Integration of Sertifi with SCS
Modifying configuration of a site
Modifying configuration details of an enterprise
Activity, Tasks, and Appointments
Adding or modifying an activity category type
Adding or modifying an activity category
Adding or modifying an activity result
Adding or modifying a task priority
Associating an activity category with an activity category type
Mandating an activity category
Adding or modifying quota count details of activity category type
Importing communication history (activity) record
Importing task records
Importing field options
Accounts
Adding or modifying an agency reference code
Adding or modifying an account type
Adding or modifying a tax status
Adding or modifying an account custom field
Customizing account page layout
Customizing new account dialog layout
Importing account records
Contacts
Adding or modifying a contact preference
Adding or modifying a contact role
Adding or modifying a contact type
Adding or modifying a salutation
Contact Data Retention Policy
Setting contact data retention period
Customizing self-service portal manage account page
Customizing self-service portal new account page
Adding or modifying a contact custom field
Customizing contact page layout
Customizing new contact dialog layout
Importing contact records
Importing field options
Correspondence
Quick print
Setting up quick print reports
Setting up a quick print document
Using quick print to generate reports
Using quick print to generate documents
Document Center
Adding a folder for document center
Modifying a folder for document center
Deleting a folder for document center
Adding a document
Adding an Image
Editing a document
Deleting a document
Resizing an image
Email Templates
Adding a folder for email template
Modifying a folder for email template
Deleting a folder for email template
Creating an email template
Copying an Email Template
Editing an Email Template
Adding Images or Logos to Email Templates
Inserting Links in Email Templates
Deleting an email template
Document Template
Adding a document template
Adding a folder for document template
Modifying a folder for document template
Deleting a folder for document template
Modifying a document template
Adding logos to document template
Testing the edited document template
Deleting a document template
Creating a Document Template for Volume Contracts
Event Leads
Adding or modifying an event lead type
Adding or modifying the name of an event lead status
Setting a salesperson as default for event leads
Adding or modifying an event lead lifecycle model
Adding or modifying an event lead task default
Self-Service Portal
Managing event lead SSP site activation
Customizing event lead self-service portal page layout
Event Lead Guest Portal
Configuring the default salesperson
Adding or editing a guest portal event lead email template
Activating Guest Portal
Customizing event lead guest portal page layout
Tracking Event Leads Generated from the Guest Portal
Adding or modifying an event lead custom field
Adding or modifying an event lead function custom field
Customizing event lead page layout
Customizing event lead function page layout
Associating a lead custom field with an event custom field
Associating a lead custom field with a function custom field
Associating a lead custom field with a guest rooms block custom field
Importing event lead records
Importing field options
Events
Adding or modifying an event lifecycle
Modifying a stage of an event lifecycle
Managing alternate labels of an event lifecycle stage
Packages
Adding or modifying an event package type
Adding an event package
Adding a function to an event package
Adding a menu to an event package function
Adding an online ordering package
Adding a function to an online ordering package
Modifying the details of a function added to an online ordering package
Adding a menu to an online ordering package function
Creating an online ordering profile
Managing timeline types
Creating timeline items
Modifying timeline items
Deleting timeline items
Modifying timeline types
Deleting timeline types
Event Graphical Indicator
Configuring event graphical indicator
Online Ordering Self-Service Portal (OOSSP)
Activating online ordering self-service portal site
Customizing online ordering self-service portal service details layout
Customizing event package guest portal page layout
Modifying standard event custom field details
Customizing master event page layout
Customizing event page layout
Customizing function page layout
Adding or modifying a master event type
Adding or modifying an event category
Adding or modifying an event type
Adding or modifying an event sub type
Adding or modifying a function sub type
Adding or modifying a cancellation reason
Adding or modifying a sub option of a cancelled reason
Adding or modifying a market type
Adding or modifying a sub option of a market type
Adding or modifying a meal period
Adding or modifying a payment arrangement
Adding or modifying a payment method
Adding or modifying a payment type
Adding or modifying a tax status
Adding or modifying an event lifecycle
Adding or modifying a task default
Adding or modifying disabled date range of event booking
Adding or modifying disabled date range of event package booking
Adding or modifying an online ordering disabled date
Adding or modifying a master profile
Adding or modifying the type of an online ordering package
Adding or modifying a package availability window
Activating the event self-service portal site
Activating the online booking self-service portal site
Activating or deactivating the event package guest portal website
Associating an event lead custom field with an event custom field
Associating an event lead custom field with a function custom field
Adding or modifying a master event custom field
Adding or modifying an event custom field
Adding or modifying a function custom field
Importing event updates
Importing event and function records
Importing function financial snapshots
Importing event packages
Importing event package functions
Importing event personnel
Importing event types
Importing function types
Importing master profile records
Importing field options
Updating attendance automatically for function
Adding or modifying a function type
Managing the details of a default salesperson
Assigning color codes to event lifecycle stages
Event Financials
Adding or modifying a revenue center category
Manage revenue centers
Adding or modifying a new revenue center
Setting the room rental financial details
Event Services
Adding or modifying a service item category
Adding or modifying a sub option to a service item category
Adding or modifying a service item category II
Manage service item dietary restrictions
Adding or modifying dietary restriction in a service item
Adding or modifying a service item
Adding a service type
Service Menu Details
Service type section
Service Menu
Service Menu Details
Service type section
Manage Service Menu
Adding a service menu
Modifying a service type / item
Adding or modifying a service menu category
Adding or modifying a category for the ingredient
Adding or modifying an ingredient
Importing service item records
Importing service item costs
Importing related service item records
Importing service menu records
Importing Ingredients
Importing service item ingredients
Importing field options
Event Room Diagramming
Adding a function object
Adding or modifying a location diagram
Adding a location object
Adding or modifying a setup style
Managing diagram settings of a setup style
Event Guest Lists
Customizing guest list self-service portal page layout
Customizing guest list guest portal page layout
Customizing the guest list booking page layout
Adding or modifying a guest type
Adding or modifying a cancellation reason
Activating the guest list SSP site
Activating the guest list guest portal site
Adding a guest list booking custom field
Importing field options
Guest Rooms Control Settings
Adding or modifying a billing method
Adding a hold type
Adding a rate plan
Adding or modifying a reservation method
Adding or modifying a guest room type category
Adding or modifying a guest room type
Adding or modifying a settlement type
Reordering guest room types
Guest Rooms Control Inventory
Multi edit guest rooms inventory
Adding rates for guest room types
Volume Contracts
Volume Contract Type
Creating a volume contract type
Volume Contract Group Policies
Creating a volume contract group policy
Volume Contract Lifecycle
Manage Contract Lifecycle
Volume Contract Lifecycle Models
Creating a volume contract lifecycle model
Volume Contract Lifecycle Details
Modifying the lifecycle stage
Modifying Contract Fields
Manage Task Defaults
Volume Contract Task Defaults
Creating a volume contract default task
Manage Volume Contract Custom Fields
Managing the volume contract page layout
Local negotiated rate plan
Volume Contract Pickups
Security/Access
Modifying the OVG record
Including guest rooms revenue in event pace reports
Adding or modifying occupancy rates by month
Setting multiple rates for guest room types
Adding or modifying the budget count of a site
Adding or modifying the budget count of an event type
Adding or modifying the budget count of a market type
Adding or modifying the budget revenue of a site
Adding or modifying the budget revenue of an event type
Adding or modifying the budget revenue of a market type
Adding or modifying the budget average rate of a site
Adding or modifying the budget average rate of an event type
Adding or modifying the budget average rate of a market type
Adding or modifying the quota counts of a salesperson by site
Adding or modifying quota counts of a salesperson by event type
Adding or modifying quota counts of a salesperson by a salesperson by market type
Adding or modifying quota revenue details of a salesperson by site
Adding or modifying quota revenue details of a salesperson by event type
Adding or modifying quota revenue details of a salesperson by market type
Adding or modifying quota average rates details of a salesperson by site
Adding or modifying quota average rates details of a salesperson by event type
Adding a guest rooms block custom field
Adding a volume contract custom field
Associating a lead custom field with a guest rooms block custom field
Customizing guest rooms block page layout
Customizing volume contract page layout
Importing guest rooms blocks
Importing field options
Modifying the guest rooms control settings for a site
Interfaces
Managing the account profile sync settings
Cvent Interface
Managing Cvent interface
Manage HMS Interface
Managing HMS Interface
Volume Contract Processing
Single Guest Itinerary Interface
SCS and HMS integration
SGI
Managing HMS transaction code mappings
Adding a webhook
Generating a secret key for webhooks
Initializing account profile synchronization
Member Leads
Adding or modifying a member lead type
Adding or modifying a member lead status
Associating a member lead custom field with a membership custom field
Adding a member lead custom field
Customizing member lead page layout
Importing member lead records
Importing field options
Memberships
Customizing membership page layout
Adding or modifying a club
Adding or modifying a membership type
Adding or modifying a member service item
Associating a member lead custom field with a membership custom field
Adding or modifying a membership custom field
Importing membership records
Reservations
Adding or modifying a cancellation reason
Specifying booking details with graphical indicator
Adding or modifying a reservation type
Adding or modifying a service detail
Adding or modifying a service option
Adding or modifying a special occasion
Specifying time for availability window
Specifying a closed message
Specifying maximum number of days in advance for booking reservations
Specifying maximum party size
Mandating the inclusion of a contact to a reservation
Incrementing service time
Setting a limit for unused assets of party size
Adding an asset attribute or request
Adding an asset detail type
Setting a default party size
Setting a default format for reservation name
Adding or modifying a party mix type
Adding or modifying a reservation service item
Adding a floor plan diagram
Adding a floor plan
Modifying a floor plan
Adding a reference image to a floor plan
Adding a diagram or changing the diagram of a floor plan
Creating a combined asset
Initializing service periods
Adding or modifying a pace limit group
Adding or modifying a turn rate group
Adding or modifying an availability matrix
Adding a wait station template
Adding or modifying a section to wait station template
Adding or modifying a reservation price group
Adding or modifying a service item price group
Applying configuration changes
Reservation SSP
Activating the reservation SSP site
Manage Reservation Guest Portal Site Activation
Activating the reservation guest portal site
Managing the guest list and booking page layout
Importing reservation records
Importing asset records
Importing combined asset records
Importing reservation price records
Importing reservation personnel records
Importing service item records
Importing service item price records
Importing field options
Adding or modifying a reservation asset
Setting a limit for unused assets of activity types
Modifying an activity type
Adding or modifying a service period
Customizing reservation self-service portal page layout
Customizing reservation guest portal page layout
Adding or modifying a reservation custom field
Customizing reservation page layout
Customizing reservation primary contact layout
Reservation Financials
Adding or modifying a payment method
Adding or modifying a payment type
Configuring the credit card processes
Reservation Floor Management
Assigning a server for a seat
Assigning a label to pre-assigned and paged tables
Enabling automatic printing
Selecting a configurable column on the mini guest list
Customizing reservation information chit
Setting criteria for recommended seating
Viewing seats of assets
Specifying a message
Adding a floor management printer
Customizing the floor management settings
Users
Modifying an account
360 Conversation Tracking
Email Accounts
Setting up email accounts (existing email account)
Adding an email account
Composing an email
Activating automatic reply to an incoming message
Modifying user preferences
Copying preferences
Changing password
Exporting events and functions to Google Calendar
Manage Mass Email Settings
Manage Social Tables Interface
Adding a New User
Editing a user
Deactivating a user
Manage Role
Assigning authorization rights to a role
Notification Center
Managing notifications
Viewing notifications
Infor Sales and Catering Gateway
Gateway Configuration
Creating new gateway requests
Editing a gateway request
Managing Gateway Agents
Editing gateway agents
Gateway Client
Installing Postman
Health Sanity Check
Webhooks Overview
Webhooks: Get Notified for a Change
Securing Webhooks
Manage Webhooks
Secret Key
Adding Webhook actions
Get Requests: Get Data from the Gateway
Environment
Formats
Hierarchical Format example
Errors
Site Unique Id
GET Request Parameters
GET Response
Put Requests: Put Data Through the Gateway
Environments
POST Request Parameters
POST Response
POST Request HTTP Header
POST Request Data
Troubleshooting
Access Gateway Request Log Report
Rate Limits
Insert quality of service
Infrastructure
Health Metrics
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