GM Functions Overview
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Article Code |
Product |
Version |
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GMFMEN |
Chorum |
6.0 |
In This Topic | Related Topics |
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The GM Functions module is arguably one of the most diverse menus in Chorum, offering a wide array of options related to your hotel's setup and configuration and plays heavily into your day-to-day operations. This menu will typically be where managers and hotel administrators spend a significant portion of their time while working in Chorum, handling tasks like managing new and existing rates, room types, clerks, and more. If you don't see this module on the left-hand navigation menu, and believe you should have access to it, reach out to your hotel's manager or administrator for assistance updating your clerk login.
The GM Functions module is divided into five main folders, each of which may contain additional folders to further sort and organize available options. We'll detail each one below. Just like the modules on the left-hand menu, a user that does not have permission to access a particular folder (such as Accounting) will not see it as an option to select when browsing the GM Functions module. Access to these folders is controlled based on the user's assigned security role, which will typically be controlled by the same user(s) that manage logins and module access.
Accounting | |
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Menus | Description |
Groups | Accounting groups are a means of categorizing your hotel's department codes, outside of simply designating the codes as debits |
Department Codes | Department codes are essentially the bread-and-butter of your hotel's accounting via Chorum. Any account designation you wish to track - room revenue, payment types such as cash or credit cards, fees, or anything else your hotel might charge to or collect from a guest is built here before it can be used elsewhere in Chorum. |
Taxes | Use this menu to set up and manage your hotel's tax rules, as well as designate which department code each tax should use. |
Auto-Adjust Taxes | If your local governances designate a certain length of stay where a guest is no longer taxable, use this menu to define what and when taxes will stop posting against a guest's stay, as well as whether the tax should be refunded after "expiring". |
Fiscal Calendar | Use this to control how Chorum tracks your hotel's finances over each fiscal year by first creating a year, then defining the "periods" within each year. |
Exchange Rates | If your property regularly handles multiple forms of currency, such as US dollars versus Canadian dollars, use this menu to define each currency, set your default currency, and set the value of another currency's exchange rate. |
Ex. Rate Change Log | Any time someone makes a change on the Exchange Rates menu, the change will be logged here. |
Shift Close Settings | Use this menu to configure your property's shift close handling policies into Chorum. |
Rooms and Rates | |
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Menus | Description |
Market Segments | If your hotel tracks the purpose of each guest's stay to identify business trends, use this menu to set up each possible reason your property might try to track. |
Use this menu to set up and configure your hotel's offered rates. | |
Rate Code Display Order | Use this menu to control the "priority" assigned to each of your rates and the order they will be shown for selection in guest bookings. |
This menu is used to track your hotel's day-to-day availability and rate offerings for specific room types, presented in calendar format starting from the current business date and extending 28 days (four weeks) into the future. | |
GTD/Cancel Policies | Set your guarantee and cancellation policies from this menu. |
Fees & Surcharges | This menu is used to establish additional charges and premiums tacked on to guest rates, though shouldn't be confused with add-ons like packages or special requests. Use this menu to include such items as late fees, or processing fees if the guest uses a particular method of payment that your hotel must pay extra to support. |
Booking Rules | Also called "restrictions," use this menu to add rules and restrictions on when a guest may book with your hotel and what requirements they must meet in order to book on the noted date(s), if at all. |
This menu is used to create one-time use or recurring add-ons that can be applied to a guest's booking in addition to their rate. These can be discounts or premiums for additional services like access to local amenities. Note that packages should not be confused with package rates - see Package Rates for more information. | |
This menu is used to create special add-ons that may or may not tack additional fees or discounts to a guest's stay. Special requests vary from general notes like tagging a guest with allergies to unique services offered at a premium. | |
Room Class | If your hotel offers different "classes" of room type (for example, standard double-queen versus deluxe double-queen), use this menu to define each category for use when building rooms in Chorum. |
Room Types | Use this menu to define the different room types your hotel offers for guest stays. |
Room Features | Use this menu to define any special or unique features individual rooms may include. |
Rooms | Use this menu to build your individual rooms, attaching room type, features, and more to each room. |
If your property divides the hotel into sections for housekeeping, use this menu to create each "zone" for use when building rooms. | |
Property Settings | |
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Menus | Description |
Reservation Deposits | If your property requires some or all guests to pay a deposit prior to their arrival, typically as a means of guaranteeing |
Default Settings | Many of your property's core settings and controls derive from the options on this menu, such as which department code is used to post room revenue during audit, the default room type selected on new bookings, and a wide variety of other settings. |
The default options and controls for your hotel's housekeeping module are contained here, as well as the ability to set and define automated housekeeping plans to control how frequently guests receive housekeeping. | |
If you would like to take advantage of Chorum's built-in message services, your property should start by adding an email here for Chorum's use. | |
This menu is used to note your property's identifying information (name, address, etc), which is then referenced elsewhere in Chorum such as on reports and receipts. Incidentally, if anything on this menu should change, be sure to notify the Chorum team via the | |
Credit Card Settings | Use this menu to map credit cards your hotel supports to existing department codes and control your property's authorization policies. Keep in mind that the majority of your credit card functions are managed via the Settlement module. |
Configure Night Audit | Use this menu to adjust many of your hotel's default audit settings and included reports, as well as whether the audit runs automatically without needing a clerk to begin the process. |
Purge Settings | For larger properties or properties that have been using Chorum for extensive periods of time, system memory is a valuable resource that can have significant impact on your property's ability to use Chorum. Use this menu to decide if and when inactive or closed records are deleted from Chorum to free up memory space for new data. |
Electronic Keys | If your property has interfaced an electronic key maker with Chorum, use this menu to set the key maker's configuration options. |
Electronic Signatures | If your property has interfaced with an electronic signature device for use with registration cards, use this menu to control which labels and additional conditions prompt the guest for a signature. |
Central Reservations | If your property has interfaced with a central reservations system (such as Chorum CRS), use this menu to map your property information (rates, inventory, booking rules, etc) for online use. |
CRS Message Log | If your property has interfaced with a central reservations system (such as Chorum CRS), use this menu to check the interface's communication history. This is a quick way to search for information like when a guest's booking was first received by Chorum (if at all). In most cases, this menu is reserved for use as a troubleshooting tool if and when necessary. |
CRM and RMS | If your property has interfaced with a customer relationship manager and (or) a revenue management system, use this menu to identify the system you have connected to and configure it for use with Chorum. |
Call Accounting | If your property has interfaced with a call accounting service, use this menu to configure the phone extensions used by the system to identify each room (including back office and front desk phones) for billing. |
Stations | Whether your hotel uses any station-specific interfaces or devices, your property should always list each workstation where Chorum might be used at your property here. |
Devices | For physical devices used with Chorum (such as credit card readers, ID scanners, or key makers), use this menu to map which workstation a device is connected to. Some devices can only be used if you are logged into and working from the correct workstation. |
button in the upper right-hand corner of this topic so they may update their records as well. Misc. Codes | |
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Menus | Description |
Reservation Source | Besides your market segments, properties can use this menu to detail possible origins for individual bookings. Did the guest walk-in? Book over the phone? Etcetera. |
VIP Codes | If your property has different "rankings" of guests (for example, a chain hotel may flag a corporate visit as a VIP stay; others might use this for different loyalty levels), use this menu to build each ranking for use in Chorum. |
Hold Type | For properties that allow guests to guarantee |
Denial/Cancellations | Use this menu to provide possible reasons or explanations a clerk may choose if a guest starts the booking process but declines finishing, or cancels their stay. |
Grp. Booking Method | Similar to Reservation Source, use this menu to define the potential sources a group booking might come from. |
Maint. Request | Use this menu to provide a list of possible maintenance codes for your staff to use when creating or updating maintenance requests. |
GTD/Cancel Codes | This menu is used to define your property's cancellation policies, whether the guest's stay has been guaranteed or not. |
E-Mail Opt-Out Reasons | If your property has made email a required field on guest bookings but still offer guests the opportunity to decline providing an email, use this menu to provide a list of reasons the clerk may choose from in the event the guest declines. |
Wait List Priority Levels | If your property allows guests to add themselves to a wait list when your occupancy is at 100%, this menu can be used to define additional "ranks" to apply to a wait listed guest to determine who should be contacted first when inventory becomes available. |
Estimated Arrival | If your property surveys guests in advance to learn when they plan to arrive at your hotel (if different from the standard check-in time at your property), this menu can be used to define approximate arrival ranges for use on guest bookings. |
Security and Permissions | |
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Menus | Description |
In essence, use this menu to build your property's various job titles into Chorum and control what permissions each job has by default. | |
This menu is used to add, modify, and remove your property's users, or "clerks," in Chorum. | |
This menu is used to control how property staff are permitted to log on to your system, whether it be limited to on-site access only, from home, or abroad. | |
Use this menu to create a variety of automated notifications and reports that run based on criteria set by your property. | |
For general communications, like guest confirmations, cancellations, or other message-based notifications your hotel would like to automate, you may use this menu to format the messages sent to customers (via the Message Manager). | |
For internal staff to make use of the Message Manager, Chorum Mobile, or any other notification-oriented function in Chorum, use this menu like Security Roles to define groups of users in similar roles and map email addresses, phone numbers, or both to said users. | |
