How do I Closeout Inventory to an OTA or GDS in eRes?

How do I Closeout Inventory to an OTA or GDS in eRes?

In order to create an Inventory Closeout the below steps must be followed:
1. Inventory Closeouts
The term Closeout refers to the closeout of Inventory, or making it unavailable for sale on the reservation front-end, and in turn, this instruction to closeout inventory will be fed through to the ADS's and GDS's linked to eRes.

The Inventory may be closed or limited for a number of reasons, some of which may include:
  1. Property closed completely for maintenance.
  2. Property renovations.
  3. Property partially closed.
To create an Inventory Closeout navigate to Tools -> System Administration -> Properties -> Properties.
  1. Select the Property that needs the closeout, make sure the Property is highlighted, and select the "Closeouts" button in the lower panel of the screen.
  1. On this screen select the "From and To Date" range this will display the inventory status for the date range. 
  1. Once done select "View" to display your selection.
  1. Should the status colour be Red this indicates that the inventory is Closed out completely, inventory is reduced to zero on the inventory display on the reservation front end.
  1. If the status colour is Green and displays the inventory number in the selection, this indicates that the inventory is Limited to a certain number. The Inventory on the reservation front end reduced to the same number, the remainder of the inventory is held separately and cannot be sold until opened up.
  1. If the status colour is Green only, this indicates that the inventory is completely Open. When "Open" is applied, all previously closed out inventory is released and the inventory display figure increases to the actual amount of rooms available for sale.
  1. When the selection has been verified, continue with the process by selecting "Set Closeout". 
eRes allows for different types of Closeouts as there are clearly different scenarios where this functionality could be applied. These are:
  1. Close: Close out the inventory as displayed in the Closeout screen. This is a complete Closeout.
  1. Open: Open the inventory as displayed on the Closeout screen. This is a complete opening of inventory.
  1. Limit: Set a limit. The inventory will be reduced to the number set here, and the same number will be displayed on the inventory display.
Select the appropriate action and press "Ok". This action has an immediate effect on the inventory display, and all clients connected to the database will be updated immediately. PMS's will NOT receive the new availability figures, if the PMS is the availability master.
Please Note
  1. Setting and amending actions of Inventory Closeouts are recorded and may be viewed on the User Action History Report.
If you do not wish to closeout availability for Central reservations but need to be able to close a particular room to a channel, then a rate closeout can be done and selecting the room category that is to be closed.
If there are no rates, then the room would not be available.

How do I create a Rate Closeout in NebulaCRS?
Rate Closeouts are created when we do not want Rates to display on certain Channels, such as the Web or Additional Distribution Systems. When a Rate is closed out it will not be displayed as a Rate available to be attached to a reservation. The next Best Available Rate will be assigned.

Rate Closeouts are date specific and could be Property, Rate Group and Room category specific. Rates may even be closed out by channel for Global Distribution Systems (GDS), Web and CRS, or alternatively for all channels. In addition, Rate Closeouts may be made Source code specific.

In order to create a Rate Closeout in NebulaCRS the below steps need to be followed:

 2. Rate Closeouts
Navigate to Revenue -> Rate Closeouts.

To add a new closeout click on the "New" button, thereafter the Rate Closeout screen will be displayed and the below details  need to be completed. Once again please be aware we are selecting where this Rate should NOT be available. So ticking the fields will effectively be closing them out.
  1. Start and End Date: Specify the Closeout start and end date, these are the dates during which the closeout will be active.
  1. Room Category: Should this Rate Closeout only apply to one Room Category, it can be specified by selecting the Room Category below the dates. Alternatively leave this field blank and it will apply to all Room Categories at the selected hotels. Please note that the Hotel should be selected first in order to populate the Room Category field.
  1. Rate Codes: Next specify which Rate Codes need to be closed out by ticking the Rate Codes. Please also ensure the rate selected is valid. Please note that should this field be left blank (without any ticks) All Rate Codes will be selected and thus closed out.
  1. Hotels: The Rate Closeout may be Hotel specific or it may be valid at all hotels. Select the Hotel/s where the closeout should be applied by ticking them. Please note that should this field be left blank (without any ticks) All Hotels will be selected and thus closed out.
  1. Channels: Rate Closeouts can be Channel specific, select the channels applicable to this closeout. If (for example) the Channel Web is closed out by ticking it, then the closeout will only be valid for Web interfaces, meaning the restriction for Channels GDS and CRS will still be open for sale, or unrestricted. The Rate will then not be available on BookNow (Web) for example but will still be available on eRes and the GDS. Note that if this field is left blank (without any ticks) it will apply to all channels and they will all be closed out.
  1. Sources: Indicate which Source Codes are to be closed out. A closeout can also be made Source Specific. The Channel selected might be ADS, but we only want the Rate to be closed out to Agoda for example, so only Agoda as the source will be selected. Please note that should this field be left blank (without any ticks) All Sources will be selected and thus closed out.
Once the information has been completed select the "Save" button. The newly created Rate Closeout will now be listed on the Rate Closeout screen. 
 Please Note
  1. It is important to note that under the "Unpublished" header the status will be displayed as "New". 
  1. The newly created Rate Closeout will need to be published to eRes before it will be active, much the same as Rates are published to eRes.
  1. Once the Rate Closeout has been successfully saved (before publishing to eRes) it cannot be edited. Should changes need to be made the Rate Closeout has to be deleted and recreated.
  3. Publish
  1. To Publish the Rate Closeout navigate to Revenue -> Publish.
  1. Rate Closeouts that have not been published yet will be displayed on the screen as "Unpublished". Select or tick the Closeout and select the "Publish" button.
  1. While the closeout is being published a "Refresh" button is available to refresh the screen, the publishing functionality may take a minute or so.
  1. The Rate Closeout will then be published to eRes, please navigate to eRes to ensure the Rate Closeout is indeed present.

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