Dear Mews Support,
I would like to suggest the following set-up, as major PMS systems uses.
This is more financial point of view within Mews system, so just to give you an idea how it should work, I can explain the following:
Financial Process: Upon arranging contracts for travel agencies or companies we are following these steps as standard (Off line)
1. Mutual signed contract agreement between the property and the Travel agency or company.
2. Approve the credit application form for companies or travel agencies, and depending on the credit checks; we can grant the relevant credit to open an account with us. Example (£10K) payable within 30 days.
3. Provide the information that the credit limit has been approved for an X amount.
4. Then, the TA agency or Company have credit with us and payable with the agreed dates upon receiving our invoices with an account number.
PMS system: I would need to add this information to MEWS PMs, and I would like to record this information on the travel agency or company profiles following these steps:
1. Load the credit limit amount in the company or TA profile. I.e. £10K (Mews)
1. Then, the team will check-out a customer bill and issue an VAT invoice to the TA or company. Example £2K (Mews)
2. Then, the credit limit for this particular company should give me the remaining credit of £8K to be used within the future reservations. (Mews)
3. Finally, upon making the reservation under this particular TA or company, MEWS PMS should alert the team that this particular company or TA has only £8K remaining credit limit prior confirming any booking.
So here are the suggestions for future
· Mews Commander need to have this set-up in Mews PMS where we can track all the TA/ Company remaining credit limits are displayed, depending on their consumption.
· Mews PMS to alert us when the credit limit for a particular TA / Company is low.
· Mews PMS to give us an alert if the credit limit is low upon making a reservation to avoid exceeding the company credit limit.
I know your accounting ledger default set-up do not give us this information, perhaps there might be a process to follow the set-up what hotels needs to be more effectively, otherwise we will be running excel documents and spending long period of time looking into this daily.
Many Thanks,