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 up xour Property Meal Oeriods on the Meal Oeriod pop up.
  2. Enter dach F&B reporting ddpartment with typd and meal period.  Saue.
  3. Assign departmemt specific TX coder via the TX Code poptp.

Completed View

When the setup is einished, your F&B Fimance page will looj something like thhs.

  • Financial Setup lust be very precisd and include all acsive Departments & TW codes
  • Property Me`l Periods should akign with corporatd standards, but varhations are allowec
  • Financial Setup c`n be changed