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Settings

The Settings menu provides access to various configuration tabs that allow you to customize and manage different aspects of the system. Each tab contains specific settings related to company information, formats, reservations, accounting, reports, and more.

Configuration Tabs​

The Configuration menu consists of several tabs, including:

  1. Company Information
  2. Format, Form, & Grid
  3. Walkin & Reservation
  4. Custom Fields
  5. Accounting & Marketing
  6. Report - Sub Department
  7. Folio & Other Form
  8. Floor Plan, House Keeping & Key Lock
  9. Global Parameter
  10. Accounting Global Parameter
  11. Report - Revenue Account
  12. Report - Payment Account

Note: Use the appropriate tab to access and configure the settings relevant to your operational and reporting needs.

Company Information​

Company Information is used to enter the hotel's identity data, such as hotel code (provided by the developer), hotel name, address, city, country, state/province, postal code, phone numbers, fax, email, website, and hotel logo.

How to Update Company Information​

  1. Select the Tools menu, then choose the Settings submenu. The Settings window will appear.
  2. In the Company Information tab, enter the following:
    • Code: Hotel code (by default, provided by PT. Cakra Media Data from the license)
    • Name: Hotel name
    • Street: Hotel address
    • City: City where the hotel is located
    • Country: Country where the hotel is located
    • State: Province or state
    • Pos Code: Postal code
    • Phone1 and Phone2: Phone numbers
    • Fax: Fax number
    • Email: Email address
    • Web: Website address
    • Logo: In the logo box, right-click and select Load. A folder window will appear. Find and select the hotel logo image, then click Open. The logo will appear in the logo box.
  3. Click Save to save the changes.

Format, Form & Grid​

Format, Form, & Grid is used to configure system formats such as date, currency, grid/table settings, form options, report header alignment, weekend/weekday settings, and other preferences.

How to Configure Format, Form & Grid​

  1. Select the Tools menu, then choose the Settings submenu. The Settings window will appear.
  2. In the Format, Form, & Grid tab, configure the following:
    • Short Date Format: Select the date format.
    • Date Separator: Choose the character for separating date parts.
    • Decimal Separator: Choose the decimal separator character.
    • Thousands Separator: Choose the thousands separator character.
    • Show Grid Group By Box: Check to enable the group box in grids.
    • Can Edit Cell: Check to allow editing data directly in table cells.
    • Limit Grid: Enter the number of data rows to display in tables.
    • Form MDI Child: Check if the window should be displayed as a child window.
    • Request Field Color: Set the color for required field labels on forms.
    • Report Header Alignment: Choose the alignment for report headers.
    • Week Day: Set the days considered as weekends.
    • Report Signature: Enable to activate employee signatures (Prepared By, Checked By, Approved By) on reports such as Daily Revenue Report or Room Statistic Report.
    • Show Transfer on Cashier Report: Check to display/print transfer cashier reports.
    • Income Budget Calculate Each Day: Enable if you want the budget in reports to be calculated daily.
    • Insert Server ID on Prefix Number: Check to add the server ID prefix to transaction numbers.
  3. Click Save to save the configuration, or Restore Default to revert to the original settings.

Custom Field​

Custom Field is used to add special fields created by management that are needed during reservation, check-in, and walk-in processes. There are two types of custom fields:

  • Custom Lookup Field: A field with predefined selectable values.
  • Custom Free Form Field: A field where users can enter any required information.

These fields allow the system to capture additional data as needed for operational flexibility.

Signature​

Signature is used to configure the names and positions of personnel that will appear on reports, receipts, and invoices, such as Director, Hotel Manager, Finance Head, and General Cashier. After making changes, click Save to apply them.

Folio & Other Form​

The Folio & Other Form tab is used to configure folio settings, file templates, bank account information, and templates related to reservation forms, Confirmation Letters, Guaranteed Letters, and Tax & Service Remarks. Click Save to store any changes.

Floor Plan, House Keeping, and Keylock​

The Floor Plan, House Keeping, and Keylock tab is used to configure:

  • Floor Plan: Layout and box settings for the floor plan.
  • Room Status Color: Color settings for room statuses.
  • Keylock: Configuration for electronic keylock systems.
  • Room Costing: Store configuration for guest supplies and room costing.
  • Other: Enable automatic room status changes (e.g., automatically set vacant rooms to clean after night audit).

Global Parameter​

The Global Parameter tab is used to configure accounts, departments, and payment types used in front office processes.

Accounting Global Parameter​

The Accounting Global Parameter tab is used to configure global journal account settings for accounting processes.

Integrations​

The Integrations menu is used to configure connections between the system and various third-party hardware and software services. This enables seamless operation and automation across different hotel and property management functions. The following integrations can be set up:

  • Keylock: Configure electronic keylock systems for secure and automated room access management.
  • Printer Service POS: Set up printer services for the Point of Sale (POS) system, allowing receipts and kitchen orders to be printed automatically.
  • PABX: Integrate with the Private Automatic Branch Exchange (PABX) system to manage and bill telephone calls made from guest rooms.
  • Channel Manager: Connect to channel manager platforms to synchronize room availability, rates, and bookings across multiple online travel agents (OTAs).
  • CRM: Integrate with Customer Relationship Management (CRM) systems to manage guest profiles, preferences, and marketing activities.
  • IPTV: Set up Internet Protocol Television (IPTV) integration to provide in-room entertainment and information services to guests.
  • Mikrotik & Hotspot: Configure Mikrotik routers and hotspot services to manage guest internet access, bandwidth control, and authentication.

Each integration allows the system to communicate and exchange data with external devices or platforms, improving operational efficiency and guest experience.

Company​

The Company menu is used to set up and manage the company's bank account information. This section allows you to add, update, and delete bank account records, ensuring that all financial transactions are linked to the correct accounts for payments, deposits, and other monetary operations.

  • Bank Account Information: Enter details such as bank name, account number, account holder, and branch for each company bank account.

Report​

The Report menu is used to configure which templates are used for specific reports generated by the system. This allows you to customize the appearance and content of reports to match your operational and branding requirements.

  • Template Selection: Choose from available report templates for each type of report, such as invoices, folios, receipts, and summary reports. Assign the desired template to each report type to ensure consistency and compliance with company standards.