Shares and Splits tab - Groups

The Shares/Splits tab is the sixth tab of the Group Stay information screen.

Splits allow you to set up as many Folios as you would like to have for each Group Block.

Whilst the tab is named the same, Shares are not available for a Group Block Main Folio, only individual Folios.

The Shares/Splits tab in an individual Main Folio allows you to add or modify both shares and splits.

By default all stays (group or individual) have a main Folio. Once a split has been set up, you can route charges (Post Types) to automatically go to a specific Folio. If on the Group Folio screen you select a Folio OTHER than the Main Folio, you can then add shares to it (as it is acting as an Individual Folio).

Splits allow you to set up as many Folios as you would like to have.

Keep in mind that splitting any Post Types defined to a specific Folio at the Group master level automatically forces those post types to be re-routed from the individual stays that have been picked up against the Group to the Group Folio.

By default, your Skyware System will allocate charges to the INDIVIDUALS who book (pick up) the rooms, NOT TO THE GROUP FOLIO.

If you wish to put any/all charges INTO THE GROUP FOLIO, you will need to add them on the Folio Definitions tab. See Folio Definitions tab - Groups for more details. The Folio Def tab allows you to add recurring charges, and re-route charges from one folio to another, provided additional folios have been set up on the Shares and Splits tab.  

(Note: See Modify a Group Block or Posting Type Allocation for more details on HOW to allocate charges).

 

Select Modify Folio from the Action Bar

Action Bar for Skyware Systems with words

OR

Click Modify Folio from the Registration section of the Full Menu.

Click the icon on the left for the Full menu.

Full Menu Icon

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table

The section on the top left here is the Registration section.

Registration section of Full Menu

Click on Modify Folio.

Registration section of the Full Menu with Modify Folio option selected

 

When you select Modify Folio, the Select Folio screen will open.

Select Folio screen

Currently the screen has no (Stay Information) Folios displayed. There are various options for you to select from.

Note: The default setting for the screen is to have the In-House option box checked. To search for a Group Folio, you will need to de-select this option and select the Group option(s) desired, Groups (In-House) and/or Groups (Resv). This will change the screen to the Select Group screen (which may also be reached using the Modify a Group Block command).

Select Group Screen example

The Select Group search screen allows you to select a Group from those existing in your system to display.

Use the <<Press to Search>> command to search for matching records.

There are several search criteria you can use to narrow your search, including the Company name or the Booking Name used when the Group Block reservation was generated, or you can simply click on the <<Press to Search>> command which will list all the Groups in your system. You can then select the one you want from the list generated.

Note: When entering information into the search fields, you do NOT need to hit return or enter - if you do so, this is the equivalent of clicking the <<Press to Search>> link and will generate the search.

Select Group screen with available Groups displayed, with one selected

When the matching records are displayed, Click on an entry from the search results list to open the Stay Information, otherwise known as the Main Folio, for your chosen Group

 

When selected, the Group Main Folio with the Stay Information tab displayed will open.

Group Main Folio screen

Click on the Shares/Splits tab to open it. The tab will have one section visible, the Splits section.

Shares and Splits tab for Group Main Folio

 

If the Folio does not yet have any Splits (i.e. only the Main Folio currently) or you wish to add another, you can click on the gray button "Add a Split to this Stay".

This will immediately add a Split, generating a new entry on the left and changing the Folio display details on the right to those of the new Split.

Each Folio added will be labeled numerically (Folio #2, Folio #3 etc) and assigned a unique Stay ID.

It will appear as an Individual Folio when displayed (5 available tabs rather than the 6 available in a Group Main Folio).

Split added, appearing as an Individual Folio

From here you can now add a share to the Stay, if desired, or alter other information. See Stay Information - Overview for more details on an Individual Folio.

Note: When looking at the Nights/Pickup tab of the Group Main Folio, any picked up room with a share will have TWO entries (each share with their own confirmation number) associated with that room number.

You can then manually post charges to each "share" staying in a room. The shares configured for a room act as separate reservations with their own folio(s) staying in the same room.

 

If a Split has already been generated, you may click on any Split to Modify/View it.

Split added to Split section is now available to view

Remember, ONLY the Main Folio will be considered a Group Folio.

Clicking on an entry in the Split tab Split section will open the Folio screen for that Split.

You may also simply select the desired Folio from the list on the left at any time to open that particular Folio.

 

If you wish to delete a Folio Split that has been added, you should click the Delete button in the local tool bar of the Split Folio.

Local Tool Bar for Split Folio showing delete button highlighted

A pop-up window asking if you are sure will appear.

Pop Up window double checking you wish to delete the selected record

You will need to click the "OK" button to delete the Split. This will remove the Folio Split from both the listing on the left, and the Split section of the tab. It will also return you to the Main Folio screen for this Group Stay.

You CANNOT delete the Main Folio (as such there is no delete button in the tool bar for the Main Folio screen, only a back button that allows you to undo any change made to the Folio).

 

Date Updated January 29, 2024