How to create a New MYCE Quote?
As Salesforce user, you can create MYCE Quote for each deal in progress. Your MYCE Quotes will help you to manage more efficiently your business. If you have doubt about the MYCE Quote meaning, feel free to refer you to the What is a MYCE Quote article. How to create a New MYCE Quote? First go to MYCE Quote Select “New MYCE Quote Fill the required information to create your MYCE
Quote & Note that the information with the red star are mandatory Name Company: right the company’s name you are dealing
with The arrival and departure date: the departure date
must be after the arrival date, otherwise you will receive an error message Type of event Number of people attending the event Hotel Request date Etc Save your changes when you have finished Note that you have to take into consideration the following information when filling your New MYCE Quote There is no name limitation, you can choose the name you want; however, we advise you to write the date of your future event or meeting (maximum 80 characters) When filling the arrival date, you have to write it accordingly to your country E.g. for the 1 st February 2020: FR = 01/02/2020 whereas in US = 02/01/2020 The arrival date cannot be posterior to the departure date The number of people attending the meeting means the maximum number of people Source: email, phone, other hotels… The company means the person who requested the meeting or event. If an agent made the reservation and you don’t know the name of the company, it is better to leave the field empty. The contact field signifies the people of the company requesting the reservation. Note that people outside the company cannot be linked to the reservation. Once you have created your MYCE Quote, you can see at
the top the most important information The current stage of your MYCE Quote will appear in
blue When you have competed a stage, you can click on “Mark
Stage as Complete” to move to the next stage. The details of the event will be on the left You can also add Quote lines When you have finished to add all the Quote Lines,
you will find all the financial information related to the event on the left by
scrolling down Adding Quote Lines Hotel Rooms: Click on New Fill the information required to add Hotel Rooms
Package Line Name MYCE Quote: it will be automatically filled with your
current MYCE Quote Product: write the name of the product you want to
add according to the hotel Space are: the space area depends of the hotel Arrival & Departure Date Time: you can fill the
dates or simply write the day number bellow Here
day 1 means the 15 th May as the event starts on the 15 th and ends on the 16 th May Save your changes when you have finished The rooms you have added to your MYCE Quote will
appear as hereunder Meeting Packages What is it? The packages help you to gather products and use it
for different MYCE Quote, of the same hotel. By adding packages in your deals,
you will save time an be more efficient. If you want to know more about the packages, feel
free to read our Packages article. Add Meeting Packages Here select meeting package and click on new Fill the information of the Meeting Package Name the meeting package MYCE Quote will be automatically filled when creating
a new meeting package Package: select the package you want to add according
to your hotel Number of people Start and end date can be replace by the day number Here, the package will be added for the second day, as the event start on the
15 th May and finished on the 16 th May, the second day
will be the 16 th May Don't forget to save your changes This is how will appear your Meeting Packages once
added to the MYCE Quote Meeting Rooms C lick on New Meeting Room You will have to determine the product used for the meeting
room Again, you have to fill the information Name MYCE Quote: automatically filled Product: according to your hotel – here you can
select the meeting room the event will take place Number of people Start and end date can be replaced by the day number Once saved, the meeting room created will appear in the MYCE Quote Products What is it? Here you can add the products that will be included
in the event The products might be included in the Meeting
Packages or in this product section when included separately The breakfast was not included in the Meeting package
we had selected; therefore we will add it now in the event Add Products Select
Product and click on New Fill the information required Name MYCE Quote: automatically filled Product: select here the product you want to include
in the event Number of people Start and end date might be replaced by the day
number Save your changes Once you have created your product, it will appear in the MYCE Quote Payments What is it? You can add your guest’ payment for the event in the Quote
Line, it will help to to understandhow is moving your deal. By knowing the payments status of your event, you
will be able to better manage it. Add Payments To add a payment, click on new Fill the information MYCE Quote will be automatically filled Guest: add the guest paying for the event Bill: you can add a specific bill if added in the
documents Gross value of the event Accounting category Net value Tax values Payment name: for example, we could name this payment
“First Payment” Mews ID If you want to send the payment to your PMS, you can
click on send to MEWS. Save your changes Now you are ready to manage great deals through your MYCE Quotes! Need some more help? Watch our support video! VIDEO
What are the MYCE Quote proposal stages? When creating your MYCE Quote, you will go through three different steps. You can classify your stage and determine if the stage is completed or not. The three proposal stages are: Qualified Proposed Closed Let’s go deeper in the proposal stages: ...
How to create a Package? As Salesforce user, you can create packages and use them in your MYCE Quote. First click on the little arrow of the Packages object Select new package From the New package creation window, fill the information Name Hotel Currency Description: add a ...
Start to work with the scheduler Work more efficiently and save time by using our Scheduler! The scheduler is made available to you in order to ease the creation and update of Quote Meeting Rooms. It also gives a full view on all current booking across meeting rooms and properties ...
How to create a New Contact? Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need. To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...
How to create a New Account? In salesforce, note that an account means a company. Create and/ or add an account is therefore the addition of a new record in the Account object. Click on the arrow of the account object Select new account Fill the account informations Save your ...