# What is Room Plan?

## ROOM PLAN SCREEN AND FEATURES

### 1. How to Select a Period in the Room Plan?

1\. By clicking the calendar icon in the top-left corner, you can select the start date, and then use the adjacent day range option to set the display period to 3, 7, 14, 21, or 31 days.

2\. The left and right arrow buttons will navigate you to the previous and next periods, while the refresh button will redraw the information for the selected period.

<figure><img src="/files/WHd07L1fdqVTwk6PRDoD" alt=""><figcaption></figcaption></figure>

### 2. What is Purpose of the Forecast Button?

1. By toggling the Forecast button, you can view the number of occupied and vacant rooms for each day. You can also click on a specific day to access a detailed list of these rooms.
2. By clicking the Arrivals-Departures tab, you can view a chart showing the number of arriving guests, departing guests, and the total number of occupied rooms for that day.

<figure><img src="/files/TfBHScZyYaMYq4ZUnrvJ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3mc1UuXpxyssKHk8EB9U" alt=""><figcaption></figcaption></figure>

### 3. What is Group by Room Type Option?

Instead of displaying rooms in numerical order, you can group them by room type. This allows you to see how many rooms of each type are available, how many are vacant, and their prices. Grouping makes it easier to view prices by room type when taking reservations and provides significant convenience.

<figure><img src="/files/vga1Np9myxYmjespqnFY" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ENu5hOcufU1NmPPEnOen" alt=""><figcaption></figcaption></figure>

### 4. How Does Find Available Rooms Work?

By clicking the search icon, you can easily select your desired date range. Then, by clicking the Find Available Rooms button, you can view all available rooms for the selected dates within seconds. With these simple steps, you can complete your reservation quickly and effortlessly.

<figure><img src="/files/yROuZGCCieZ14Kbd8x80" alt=""><figcaption></figcaption></figure>

### 5. What is Filtering by Reservation Status?

In the reservation screen, you can quickly and easily display only the records you want to see by selecting the desired status filter, allowing you to work more efficiently. You can choose from the following status options:

* All\
  Lists all reservations.
* Waiting\
  Lists reservations that have not yet been confirmed by the hotel or the guest.
* Reservation\
  Lists confirmed reservations, meaning those approved by the hotel.
* In-House\
  Lists reservations of guests currently staying at the hotel.
* CheckOut\
  Lists guests who have checked out of the hotel.
* Expected Arrival\
  Lists guests who are scheduled to check in today.
* Expected Departure\
  Lists guests who are scheduled to check out today.

<figure><img src="/files/qIOHMXAssjQmxdSDxERj" alt=""><figcaption></figcaption></figure>

### 6. What is Front Cash?

With the Front Cash, you can track in detail all cash and payments received in the cashier during the day.

<figure><img src="/files/fHEkGWWLbBFHXXWkbnAo" alt=""><figcaption></figcaption></figure>

### 7. What is Show Reservations Without Room Number?

With Show Reservations Without Room Number, you can view reservations that have not yet been assigned a room number. You can assign a room number by using the drag-and-drop method or by right-clicking and selecting Find Available Rooms to place them into suitable rooms.

<figure><img src="/files/oc0puVSqcP2R0zgyXg5G" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kQjF3fFIHzMNYf8ttJla" alt=""><figcaption></figcaption></figure>

### 8. What is Quick Posting?

In Quick Posting, the defined departments are displayed. By selecting products within a department, if a room has been specified, the sale is posted directly to the room’s folio via the Post button. If no room is selected, payment can be taken immediately in cash or by credit card.

<figure><img src="/files/kZppXXimi5xo9I1OcKX7" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/LGd8ektaDYbFe3zYjpfv" alt=""><figcaption></figcaption></figure>

You can also use the Print Check button to obtain a printed copy of the receipt.

<figure><img src="/files/VjzwgjIKXe65lNH0A59m" alt=""><figcaption></figcaption></figure>

Room selection can be made either by choosing a room directly within Quick Posting, or by selecting the reservation in the Room Plan screen whose folio you want to post to, and then clicking the Quick Posting button.

<figure><img src="/files/sGN4lEO0qOj1wsbjHBWY" alt=""><figcaption></figcaption></figure>

### 9. What is Purpose of the Menu?

The menu is a button that provides quick and organized access to the operations on the screen.

<figure><img src="/files/FlXigCDA4LppoWrvwCyt" alt=""><figcaption></figcaption></figure>

#### 9.1 Special Days

Using the (+) button in the Special Days section, you can define any date you wish. The days you define will appear as a differently colored column on the screen, making them easy to distinguish. If you hover your mouse over the date in the special day’s column, it will display which special day it is.

<figure><img src="/files/79mOCF3EEQVw8IYKNZUC" alt=""><figcaption></figcaption></figure>

In the description section, you can enter the name of the special day, the start and end dates, and the group type before saving. If you want to add multiple special days at once without closing the screen, use the Save & New button to continue adding entries.

<figure><img src="/files/6d4sG70vnOYBtnD2Dz6J" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Puf0ZMXkaSHh1cVaWr8W" alt=""><figcaption></figcaption></figure>

#### 9.2 Color Legend

Displays the explanations for all the colors used on the Room Plan screen.

<figure><img src="/files/eSfdi2o1zXVj8IoKAYaX" alt=""><figcaption></figcaption></figure>

#### 9.3 Icon Legend

Displays the explanations for all the icons used on the Room Plan screen.

<figure><img src="/files/VLKLxvRqt933FnDzGaOl" alt=""><figcaption></figcaption></figure>

#### 9.4 Settings

You can customize the screen features according to your preferences from here.

<figure><img src="/files/ujFDHWrgR3Yoaq0U2sBl" alt=""><figcaption></figcaption></figure>

### 10. How Does Drag-and-Drop Price Updating Work?

This feature allows you to easily modify prices. You can increase or decrease prices by a percentage or manually enter any desired price.

<figure><img src="/files/Io0Wn9goGAfN8yZ86wkD" alt=""><figcaption></figcaption></figure>

By dragging and dropping your desired date range, you access the Update Prices screen. There, you can update your prices by selecting the percentage and direction of the change based on your current daily price, or simply by entering the new price manually.

<figure><img src="/files/Wto2olidJUADk3iq6KMX" alt=""><figcaption></figcaption></figure>

At the same time, you can define these prices in detail by switching to the Detailed Price section, where you can set rates for single, double, triple, and quad occupancy.

### 11. Daily Management Report Shortcut

You can also access the Daily Management Report from the information icon above the date on the Room Plan screen.

<figure><img src="/files/aJekfub7YDInUoWD39zQ" alt=""><figcaption></figcaption></figure>

### 12. Folio Balances

Displays the folio balance for the guest.

#### 12.1 Red Balance

Shows the amount the guest owes.

#### 12.2 Green Balance

Shows the amount of the guest’s prepayment (such as a deposit).

<figure><img src="/files/ncqtbow9qrjwfRw6iIR2" alt=""><figcaption></figcaption></figure>

### 13. Folio Actions

By right-clicking on a reservation in the Room Plan screen, you can quickly access folio-related actions such as receiving payments, posting charges, and issuing invoices. This shortcut makes it easy to manage guest accounts without leaving the Room Plan screen.

<figure><img src="/files/fEbmbSHbg069CC357ewo" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://manuel.eptera.com/what-is-room-plan.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
