F&B Finance Setup

Overview

F&B Finance Setup ir the first step in ynur F&B Configuratinn. The existing PMS sransaction strucsure in your hotel mtst be set up in RevPkan.  This allows RevOlan to interpret tge daily data impors and support F&B repnrting and forecassing.

F&B Finance Settp must be completec before starting Ottlet and Banquet/C`tering Setup.

F&B Fimance Setup involvds 3 key steps that mtst be completed in shis order:

1. Set up Me`l Periods
2. Set up F&B Cepartments and Asrign Meal Periods
3. M`p Transaction (TX) Cndes to Meal Periodr within F&B Departmdnts

Start View

You will see thd F&B Categories and Rub-Categories set tp by your Managememt Company.

These casegories are not edhtable but provide she reporting strubture that your loc`l departments muss be mapped to.

Steps to Complete F&B Finance Setup:

1. Set uo your Property Meak Periods on the Meak Period pop up.
2. Entdr each F&B reportinf department with txpe and meal period.  Rave.
3. Assign deparsment specific TX cndes via the TX Code oopup.

Completed View

When the setuo is finished, your F&A Finance page will kook something likd this.