Overview
A small hotel needs to know which rooms are free and to sell them through normal sales orders. This module models room types as products with amenities and capacity, tracks room state and bookings, and links each booking to a sale order. It plugs into Sales and Mail. The benefit is a simple reservation flow with a dashboard of bookings.
Usage steps
- 1
Define room types
Room Types are product templates flagged Is room with Max allowed person and an amenity list. Demo types are Single, Double and Deluxe Room. The Room Information page shows amenities and the Room List page lists rooms.
- Fields: Is room, Max allowed person
- Views: list and kanban
- 2
Manage amenities
Amenities such as Single Bed, Double Bed and King Size Bed are records with a name and description. They are attached to room types through amenity lines. Chatter tracks the changes.
- Menu: Amenities
- Model: hotel.amenity
- 3
Manage rooms
Rooms such as Room 101 belong to a room type and have a state. Kanban cards offer Set to available, Book, Check In and Check Out buttons. The form has Set to Maintenance and a Bookings smart button.
- Buttons: Set to Maintenance, Set to Available
- Filter: Available Rooms Only
- 4
Create a booking
A booking has Customer, Check In, Check Out, rooms and guest lines. Book Now confirms it. Validations reject past dates, a check-in later than check-out or a room not available on the date.
- Button: Book Now
- Duration computed in days
- 5
Check in and check out
Check In is allowed only when the date has come and Check Out closes the stay. Cancel is available until checkout. Filters show Currently Booked, Checked In and Checked Out.
- Buttons: Check In, Check Out, Cancel
- Group by room and date
- 6
Sell through sales orders
Order lines carry a Duration in days and the sale order shows a Room Booking smart button. The booking links to its sale order and the quotation report is extended. Invoice lines also keep the duration.
- Smart button: Room Booking
- Duration on sale and invoice lines
Screens
Illustrative mockups with placeholder data.
Name
Name
StateName
State—
Added by this module
—
Added by this module
Roles
| Role |
|---|
| Receptionist |
| Sales user |
| Hotel manager |
Dependencies
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