Setting Up Services
Whether you're setting up your services for the first time or just want to edit your current ones, you will need to go to Utilities, Configuration, General Information, and finally the Charges tab.
Before adding or editing your services, you need to decide whether you would like to offer these same items as a store sale. If you want to sell them as store sales, or if you would like to track inventory, you need to check the box next to
Store sales same as services. Once you have determined this, you are ready to set up your services.
Learn more about inventory.
To set up or edit your services, click the Edit Services button.
This window lists all of your guest or account services. If you choose to edit an item, you can either double click it, or single click it to highlight that line and click Edit Item. Click Add Item to include additional services to the list. You will get a number of different options for that particular service.
These options appear on the left side of the window. To start, fill in the item description. The cost field is optional. If you choose to fill in the field, it will automatically display the cost when applying it to a reservation; it will otherwise show a cost of $0.
There are five different tax options:
- User Defined: You will be able to change the taxes when charging it to a reservation.
- Taxable: Includes state, county, city & service taxes.
- Non-Taxable: No taxes will be calculated
- Tax Included: State, county, city & service taxes will be taken off the cost.
- Tax & Rm Tax: Includes state, county, city, service & room taxes.
Filling in the general ledger credit & debit fields will allow Lodgical to display reports with the correct account number associated to the item(s).
The group field will tell Lodgical which items can be grouped together. For instance, you can identify all of your sweatshirts & t-shirts with the group "apparel", while grouping beach balls & canoe rentals under "entertainment".
The phone number field allows your housekeepers to make a charge to the reservation simply by dialing this number from the room phone.
Remember to save your changes.
