Next Steps

Sales Calls are a record of any interaction you have with a guest or company contact, and are part of your Guest Relations, aiding you in keeping your relationships with potential and past guests alive. Next Steps are the next course of action that should be taken with a client in order to try and generate business after a Sales Call, and are used to enter and help track the business from your sales department.

Any of the Next Steps appropriate for your Property such as "Send Contract", "Follow Up Call", "Entertain", "Site Inspection", etc. should be entered here.

You may edit the Next Steps configuration to suit your Property at any time if you have the appropriate access/authorization, using the Sales and Catering Configuration sub-system. The Sales and Catering Configuration Menu area is part of the Property and System Configuration area of Skyware Systems.

The Sales and Catering Configuration commands allow you to utilize your Sales and Catering Module to its fullest potential and manage your functions or events in a concise, cohesive manner. If your Property does not currently have our Sales and Catering Module and you are interested in adding it, please contact us at  Sales@SkywareSystems.com.

 

 


Select Managers Screen from the Quick Menu on the left side of the screen, then select Configuration > Sales and Catering =>.

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the MANAGER'S COMMANDS screen.

Manager's Commands Menu

Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Sales and Catering => from the Sub-Systems section.

Sub-Systems section of the Property System Configuration menu with Sales and Catering Configuration menu command selected

This will open the Sales and Catering Configuration Menu.

The Sales and Catering Configuration Menu has four sections: Sales, Catering, Menus and Inventory.

Sales and Catering Configuration Menu screen

Select Next Steps from the Sales section.

Sales section of the Sales and Catering Configuration menu with Next Steps command selected

 

When opened, the Next Step Maintenance screen display is split into two frames, with the left side of the screen listing any already configured Next Steps for the Property and the right side containing the fields you need to complete in order to add or edit a Next Step for the Property. Any changes made on the right, once saved, will be updated in the listings to the left. Enter the different Next Steps for your Property.

Next Step Maintenance screen example

The currently configured options are displayed by:

Order: List Order of the Next Steps. This will display your Next Steps in the order you desire in the interface. If there is no list order number, the Next Steps will be displayed alphabetically.

Code: The Next Step Code, a short version of a name for the specific Next Step. Codes can be up to 10 characters.

Name: The actual name of the Next Step or how you wish to refer to it.

 

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new Next Step.

Complete the fields described below.

OR:

Select an existing Next Step from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar. Then change the field information as described below.

Edit the current selection:

Change the field information described below.

 

Next Step Maintenance screen right side detail for editing

 

Next Step Code: This should be the short version of the Next Step name, that will be used in the interface when selecting options. Codes should be easily recognizable by your staff. Codes may be up to 10 characters in length.

This field is required.

List Order: This determines in what order the Next Step appears listed in the interface.

Enter a number into the List Order field.

This field is optional, however it we recommend that you list the Next Steps in the order you prefer. This makes it easier for staff to find the Next Step they need in the interface.

Next Step Name: This is the name or description of the Next Step. You should enter the full description of the Next Step here.

This field is required.

 

When you are finished adding or editing a Next Step, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated February 18, 2021