Configuration Overview

Configuration is where you set up all reference data and options used across the PMS: rooms, rates, cashiering, profiles, housekeeping, and general settings. Access and visibility depend on user permissions.

Having a problem?

This page has Common FAQs and Troubleshooting below. For issues in other modules (reservations, front desk, cashiering, housekeeping, night audit, dashboard, profiles), see the main Troubleshooting page — it links to module-specific FAQs and troubleshooting sections.

Accessing Configuration

From the sidebar, go to Configuration. The PMS shows these top-level menus (names and order may match the application):

Menu	Sub-items (screens you can open)
Reservation Setup	Room Classes, Room Types, Rooms, Reservation Types, Reservation Methods, Booking Types, Business Segments, Floor Plans, Special Requests, Room Status, Room Move, Trace Codes, Origin Codes, Alert Codes, Discount Reasons, Cancellation Reasons, Waitlist Reasons, Lost Reasons, Refused Reasons, Inactive Reasons, Purpose of Stay
Profile Setup	Preferences, VIP Levels, Loyalty Tiers, Titles, Languages, Nationalities, Regions, Countries, Territories, States, Districts, Cities, Postal Codes, Inactive Reason, Visa Types
Rate Setup	Rate Classes, Rate Categories, Rates, Market Groups, Markets, Source Groups, Sources, Packages, Currencies, Exchange Rates
Cashiering Setup	Transaction Codes, Transaction Code Groups, Transaction Code Sub-Groups, Payment Types, Routing Codes, Cashiers, Articles, Exchange Rates, Service Charges
Housekeeping Setup	Out of Order/Service Reason, HK Sections, HK Attendants, HK Task, Room Maintenance Reason, Lost & Found Reason, Maintenance Type
General Setup	License, Hotel Information, Job Titles, Departments, User Groups, Users, Cash Register Setup, Transportation Type, System Date Setup, Track It
Account Receivables Setup	Account Types, Aging Levels, Reminder Cycles, Restrict Reasons

What you see depends on user permissions. If a menu or sub-item is missing, your account may not have access.

Reservation Setup

Reference data for reservations and front desk: room types, room classes, rooms, reservation types, reservation methods, booking types, business segments, floor plans, special requests, room move reasons, trace/origin/alert codes, discount/cancel/waitlist/lost/refused reasons. See Reservation Setup.

Profile Setup

Reference data for individual, company, and travel agent profiles: countries, states, territories, districts, regions, cities, postal codes, titles, languages, nationalities, VIP levels, preferences, loyalty tiers, inactive reason. See Profile Setup.

Rate Setup

Rates and pricing: market groups, market codes, source groups, source codes, rate codes, rate classes, rate categories, packages, currency, exchange rates. See Rate Setup.

Cashiering Setup

Billing and payments: transaction code groups/subgroups, transaction codes, service charges, articles, cashiers, routing codes, payment types. See Cashiering Setup.

Housekeeping Setup

Housekeeping setup: out-of-order/service reasons, HK sections, HK attendants, HK tasks, room maintenance reason, lost & found reason, maintenance type. See Housekeeping Setup.

General Setup

Hotel info, system date, users, user groups, departments, job titles, license, cash register setup, transportation types, Track It (groups, locations, actions, types). See General Setup.

Typical Workflow

1. Set general and hotel data first (hotel info, system date, users).
2. Define profile and reservation reference data (countries, room types, rooms, reservation types, sources, etc.).
3. Configure rates and packages.
4. Configure cashiering (transaction codes, payment types, cashiers, service charges).
5. Configure housekeeping (sections, tasks, reasons).

Order may vary; some items depend on others (e.g. rooms need room types, rates may need rate categories).

Common FAQs

Why don't I see Configuration at all?
Your user may not have any setup permission. Access is per area (e.g. rooms, rates, users). Ask your administrator to grant the permissions you need (e.g. view/edit reservation setup, rate management, users).

Where do I add a new room type or room?
Go to Configuration → Reservation → Room Class / Room Types / Rooms. Define room classes and room types first, then add rooms. See Reservation Setup.

Where do I add a new transaction code or payment type?
Go to Configuration → Cashiering → Transaction Codes or Payment Types. See Cashiering Setup.

What order should I set up configuration in?
Start with General Configuration (hotel info, system date, users). Then Profile and Reservation reference data (countries, room types, rooms, reservation types). Then Rate Management, Cashiering, and HouseKeeping & Maintenance. Some items depend on others (e.g. rooms need room types).

Can I change the system date manually?
Usually only before night audit has been run for that date, and only if your role allows it. Go to Configuration → General Configuration → System Date Setup. Night audit advances the date; avoid changing it without following your property’s procedure.

Troubleshooting

Problem	Cause	Solution
Configuration menu or category missing	Your user lacks permission for that setup area.	Ask your administrator to grant access to the relevant category (e.g. Reservation, Cashiering, General Configuration).
Cannot save a new room / rate / code	A required parent or field is missing (e.g. room type, rate category).	Create the parent first (e.g. room type before rooms, rate category before rates). Check mandatory fields.
Change does not appear in reservations or folios	Some data is copied at reservation creation; or cache.	New reservations use updated setup. Existing reservations may keep the value they had at creation. Refresh or reopen the screen if needed.
User or cash register not in list	User/cashier not created or not linked to the right property or register.	In General Configurations, create or edit the user and assign permissions/cash register. Ensure the cash register exists in cash register setup.
Lost & found reason or cancellation reason required but not in list	Reason not yet created in setup.	Add the reason in the relevant setup (e.g. Housekeeping → Lost & found reasons, Reservation Setup → Cancel reasons).

For login, permissions, wrong property, and other general issues, see Troubleshooting.

Next Steps

• First-Time Property Setup — New property onboarding checklist (all 7 setup steps in order)
• Reservation Setup — Rooms, room types, reservation types, reasons, codes
• Profile Setup — Countries, titles, VIP levels, preferences, etc.
• Rate Setup — Rates, markets, sources, packages, currency
• Cashiering Setup — Transaction codes, payment types, cashiers, service charges
• Housekeeping Setup — HK sections, attendants, tasks, lost & found, out-of-order
• General Setup — Hotel info, users, system date, cash register, Track It

See also

• Reservations — Uses room types, rooms, rates, reservation types, cancellation reasons, etc.
• Profiles — Uses countries, titles, VIP levels, and other profile setup.
• Cashiering — Uses transaction codes, payment types, cashiers, service charges.
• Housekeeping — Uses sections, tasks, attendances, lost & found reasons, out-of-order rules.
• Night Audit — Uses system date, transaction codes, and audit settings.