Unit Types Setup – Management Tab in GuestPoint

46 - Management Tab – Setup - Unit Types

Management Tab Setup screen showing the Unit Types list in GuestPoint

Procedural Note 46

Management Tab – Setup - Unit Types

Here, you will be able to edit and create new unit types. Please note, the unit type will need to be created in both GuestPoint and TrustPoint to be linked.

Unit Types list with a record selected, ready to be opened by double-clicking

            1.      a) to Edit a unit type, double click on the record.


                  Unit Types list with the Add Record button highlighted to create a new unit type

            b) To Create a new unit type, press + Add Record.

            Unit Type detail screen showing fields for code, name, default unit class, annual budget, and the inactive checkbox

            2.     Enter/modify the code, name, default unit class and/or annual budget. You can also mark the unit type as inactive here by ticking the inactive box. Press save.


                  GuestPoint screen for step 2 after saving a unit type record