Infor Sales and Catering Solution

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Infor Sales and Catering Solution Overview

Related To Details

Generating event document with Quick Print

Billing Details

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

Deleting services from 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

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

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

Deposits Scheduled

Sertifi ePayment Details

Event Payments Received

Adding credit card details

Function Payments Received

Adding or modifying discount percentage rate of a revenue center

Service Fee Rates

Event Self-Service Portal Details

Event Self-Service Portal Details

Deposits Scheduled

Sertifi eSignature and ePayment Details

Function Details

Function Timeline

Communication History

Logging a function activity or external email

Generating a document for a function

Function Booking Details

Function Financial Details

Function Total Charges

Function Margins

Deposits Scheduled

Payments Received

Additional Service Fees

Function Lifecycle History

Daily Snapshots

Master Event Details

Billing Details

Managing the grid view

Guest Rooms Blocks

Managing the grid view

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

Managing list view layout for a function

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 Lead Functions

Managing the grid view

Adding a service menu to an event lead in the old view

Event Lead Services in the new view

Communication History

Logging an event lead activity or external email

Generating a document for an event lead

Sending an event lead email

Creating an event lead

Checking package availability and converting an event

Checking availability and converting an event

Account Details

Address Details

Billing Details

Account Profile Synchronization

Related Business Filters

Managing the grid view

Affiliated Accounts

Affiliated Contacts

Volume Contracts

Guest List Bookings

Guest Rooms Blocks

Communication History

Logging an account activity or external email

Affiliated Communication History

Creating an account

Modifying an account

Deactivating a selected account

Consolidating a selected account

Contact Details

Address Details

Billing Details

Adding a credit card

Related Business Filters

Affiliated Accounts

Guest List Bookings

Guest Rooms Blocks

Communication History

Logging a contact activity or external email

Generating a document for a contact

Sending a contact email

Booking an appointment using a contact

Guest Rooms Control Calendar

Guest Rooms Block List

Generating documents in a batch

Guest Rooms Block

Guest Rooms Block Details

Guest Rooms Bookings

Managing the grid view

Communication History

Logging guest rooms activity or external email

Generating a document for guest rooms

Sending guest rooms email

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

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 Details

Payment Details

Financial Details

Service Details

Primary Contact Details

Managing the grid view

Related Reservations

Communication History

Logging a reservation activity or external email

Generating a document for a reservation

Sending a reservation email

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

Adding a guest to wait list

Preparing for service

Adding a section

Assigning a server when preparing for a service

Managing the grid view

Managing the grid view

Creating a report

Modifying a report

Adding a chart to a report

Modifying a chart

View Scheduled Report Jobs

Scheduling a report job

Report Job Results

Adding a dashboard

Adding a chart to the dashboard

Member Service Items

Managing the grid view

Communication History

Generating a document for a member lead

Logging a member lead activity or external email

Sending a member lead email

Creating or modifying a member lead

Converting a member lead to an active membership

Converting a member lead to a pending membership

Memberships details

Membership Details

Member Service Items

Managing the grid view

Communication History

Logging memberships activity or external email

Generating a document for a membership

Sending a membership email

Creating a membership

Modifying the details of the enterprise

Manage Divisions

Creating a division

Creating a region

Creating a business unit

Creating a site

Manage Locations

Adding or modifying location details

Rearrange the order of locations

Location dependency

Adding or modifying dependent location(s) to a location

Adding or modifying dependent location(s) to a location

Manage 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

Location Groups

Adding or modifying details of a location group

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

Manage Task Custom Fields

Adding a task custom field

Manage Task Page Layout

Customizing a task page layout

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

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

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

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

Adding or modifying an event lifecycle

Modifying a stage of an event lifecycle

Managing alternate labels of an event lifecycle stage

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

Customizing Quick Entry toolbar

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

Managing Function Gateway Get Requests

Updating attendance automatically for function

Adding or modifying a function type

Managing the details of a default salesperson

Setting color codes for event lifecycle stages

Manage Event Update Gateway Put Requests

Manage Event and Function Gateway Put Requests

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

Room Rental Rate Types

Adding a type of room rental rate

Use System Room Rental Defaults

Configuring default charges for room rental

Room Rental Financial Settings

Configuring the room rental rate

Manage the default room rental amount

Modifying the room rental amount

Specifying the room rental amount by date

View room rental amounts by month

Schedule Financial Close Time

Scheduling time to close the financial process

Manage Financial Close Deadlines

Modifying the deadline scheduled to close the financial year

Manage Credit Card Guarantee and Payment Settings

Configuring credit card processes for a payment option of an event

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 Details

Service type section

Manage Service Menu

Adding or modifying 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

Configuring the credit card processes for event guest list booking

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

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

Managing HMS transaction code mappings

Adding a webhook

Generating a secret key for webhooks

Initializing account profile synchronization

Manage D&B Hoovers Interface

Managing D&B Hoovers Interface

Manage HAPI PMS Interface

Managing HAPI PMS Interface

Manage MSI Cloud Services Interface

Managing MSI Cloud Services Interface

Initializing PMS Interface

Adding or Modifying a referral type

Managing Sub Options

Import Field Options

Importing field options

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

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

Event Personnel Roles

Adding or modifying an event personnel role

Manage Event Personnel

Assigning or modifying a user to an event personnel role

Reservation Personnel Roles

Adding or modifying a reservation personnel role

Manage Reservation Personnel

Assigning or modifying a user to a reservation personnel role

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

Modifying an account

360 Conversation Tracking

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

Managing Mass Email

Manage Social Tables Interface

Managing Social Tables Interface

Adding a New User

Deactivating a user

Assigning authorization rights to a role

Notification Center

Managing notifications

Viewing notifications

Change My Passcode

Modifying the current user passcode

Change My Password

Modifying the current user password

Manage Google Calendar Settings

Exporting events to Google Calendar

Manage Gateway Agents

Adding or modifying a gateway agent

Activating a gateway agent

Resetting a gateway agent password

Manage Roles and Rights

Assigning or Modifying authorization to a role

Manage Ownership Visibility Groups

Authorizing or modifying access to user groups

Manage User Hierarchy Authorization

Adding or modifying hierarchical authorization to a user

Manage Revenue Center Restrictions

Adding or Modifying Restrictions to Revenue Center

Manage Distribution Lists

Adding or modifying distribution lists

Adding user(s) to a distribution list

Import User Records

Importing user records

Adding or modifying a workflow rule

Adding or modifying a workflow action

Infor Sales and Catering Gateway

Gateway Configuration

Creating new gateway requests

Editing a gateway request

Managing Gateway Agents

Editing gateway agents

Installing Postman

Health Sanity Check

Webhooks Overview

Webhooks: Get Notified for a Change

Securing Webhooks

Manage Webhooks

Adding Webhook actions

Get Requests: Get Data from the Gateway

Hierarchical Format example

GET Request Parameters

Put Requests: Put Data Through the Gateway

POST Request Parameters

POST Request HTTP Header

POST Request Data

Troubleshooting

Access Gateway Request Log Report

Insert quality of service

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