STATUS: ACTIVE
VERSION: 4.0
1. WHAT IS MASTERYIELD? 2. HOW DOES THE INTEGRATION BETWEEN REVO <-> MASTERYIELD WORK? 3. CONFIGURATION IN REVO 4. HOW TO MAKE A ROOM CHARGE 5. HOW TO CANCEL A ROOM CHARGE 6. FREQUENTLY ASKED QUESTIONS
1. WHAT IS MASTERYIELD?
Masteryield is a hotel management system (PMS) that helps you optimize your hotel operations. With this platform, you can manage reservations, rooms, billing, and additional services from a single place.
The integration with REVO allows you to connect your points of sale (restaurants, bars, spa) directly with the hotel system, facilitating room charges and centralized accounting.
2. HOW DOES THE INTEGRATION BETWEEN REVO <-> MASTERYIELD WORK?
This integration connects REVO with Masteryield via FTP/SFTP, allowing automatic sending of sales information to the hotel system.
With the REVO <-> Masteryield integration you can:
- Make room charges from any point of sale in the hotel.
- Send sales data to the PMS for centralized accounting.
- Associate rooms with tables for a more personalized service.
3. CONFIGURATION IN REVO
BEFORE STARTING
Before configuring the integration, you need to request the following data from Masteryield:
- FTP server URL
- Connection port (21 for FTP, 22 for SFTP)
- FTP username
- FTP password
IMPORTANT: Masteryield must provide these credentials. Without them, you cannot complete the configuration.
INTEGRATION CONFIGURATION
1. Go to the back-office of Revo XEF.
2. Navigate to Integrations / INTEGRATIONS.
3. Click + New, search Masteryield in the PMS category and select + Add.
4. Fill in these fields:
- Active:
- Name: Give a name to the integration. Example: Masteryield Hotel.
- Test: Deactivate it once you have production credentials.
- FTP URL: Enter the FTP server URL provided by Masteryield. Example: ftp.masteryield.com
- FTP Port: Enter the port. Default is 22 for SFTP or 21 for FTP.
- FTP Username: Enter the username provided by Masteryield.
- FTP Password: Enter the password provided by Masteryield.
- General Groups: Associate REVO general groups with Masteryield types.
- POS Identifiers: Assign a unique identifier to each cash register.
- Room Charge Signature: Activate it if you want the client to sign for room charges.
-
Print Signature: Choose the desired option:
- Do not print: Does not print the signature.
- Print: Asks if you want to print.
- Mandatory print: Always prints.
6. Click Save.
PAYMENT METHOD CONFIGURATION
1. Go to Configuration / PAYMENT METHODS.
2. The payment method Room Charge (Masteryield) will be created automatically. You can edit it by clicking .
- Active:
- Name: Masteryield Room Charge (or your preferred name).
- Open cash drawer:
- Quick Access: Activate to make it visible on the payment screen.
- Requires end of day cash balance: Normally deactivated for room charges.
- Change management: Not allowed.
- Type: Masteryield Room Charge.
3. Click Save.
ASSIGNING GENERAL GROUPS
1. Go to Menu / GROUPS.
2. Ensure all groups have the correct General Group assigned.
IMPORTANT: REVO recommends assigning the general group to each product individually. This allows filtering by general group in back-office statistics.
You can also enable "Mandatory general group" to make it a required field when creating new products.
Go to Configuration / ORDER CONFIGURATION.
Done! The integration is now configured.
4. HOW TO MAKE A ROOM CHARGE
1. Open an order, add products and click Pay.
2. If Quick Access is enabled, you will see the Masteryield button directly. Otherwise, click Other payment methods and select Room Charge (Masteryield).
3. Enter the room number of the client.
4. If Room Charge Signature is enabled, ask the client to sign and click .
5. The system will print the receipt or ask if you want to print, depending on your settings.
6. Hand the receipt to the client.
Data will be sent automatically to Masteryield when closing the shift.
5. HOW TO CANCEL A ROOM CHARGE
1. In the REVO menu, go to History.
2. Find the order you want to cancel, click and select Make a refund.
3. Confirm the refund by clicking OK.
4. The system will automatically assign the same room as the original order.
5. If Room Charge Signature is enabled, ask the client to sign and click .
6. The refund receipt will print or the system will ask if you want to print.
7. Reopen History to see the negative invoice referencing the original invoice.
The refund will be sent to Masteryield when closing the shift.
6. FREQUENTLY ASKED QUESTIONS
WHEN IS DATA SENT TO MASTERYIELD?
When making a room charge.
CAN I MODIFY A ROOM CHARGE THAT HAS ALREADY BEEN MADE?
No. Once a charge is made, you can only make a refund and create a new charge with the correct amount.
WHAT TO DO IF "FTP CONNECTION ERROR" APPEARS?
1. Check that Test mode is disabled.
2. Confirm with Masteryield that the FTP credentials are correct.
3. If the problem persists, contact your technical support.
CAN I USE MASTERYIELD WITH MULTIPLE POINTS OF SALE?
Yes. Set a unique POS identifier for each point of sale.
IS THE CLIENT SIGNATURE SENT TO MASTERYIELD?
No. The signature is stored in REVO and printed on the receipt, but is not sent to Masteryield.
