- STATUS: ACTIVE

- COMPATIBLE VERSION: 3.5.1


1. WHAT IS ULYSES CLOUD?
2. HOW DOES THE INTEGRATION BETWEEN ULYSES CLOUD <-> REVO WORKS?
3. REVO CONFIGURATION
4. HOW TO MAKE A ROOM CHARGE?
5. HOW TO CANCEL A ROOM CHARGE?
6. ASSOCIATE A ROOM WITH A TABLE
7. BACKOFFICE DE ULYSES CLOUD


1. WHAT IS ULYSES CLOUD?

ULYSES is the cloud-based smart PMS for independent hotels and hotel chains. Parameterise your property, define contracts with your suppliers, allocate credit, manage deposits and start managing all your bookings now.

Minimise your operational costs, automate processes and increase your direct bookings. Subscribe to get information on cloud-based hotel management software from top independent hotels and hotel chains.


2. HOW DOES THE INTEGRATION BETWEEN ULYSES CLOUD <-> REVO WORKS?

This integration allows us to use Ulyses with REVO. Now hotels can operate with an all-in-one multi-platform cloud system.

The integration ULYSES CLOUD <-> REVO allows the combination of two Cloud systems in one, achieving a complete solution, which enables the following action:

  • Direct charges from REVO to the costumer’s account at the hotel/hostel (room/bed).

3. REVO CONFIGURATION:


INTEGRATION CONFIGURATION

1. Access Revo XEF back-office.

2. Click on Integrations.

3. From the Add, search for Ulyses.

4. Click on Add to get the integration.



5. Fill in the following information:





  • Active:

  • Name: Identifying name of the integration

  • Test: Disabled.

  • Client name: xxx

  • Username: xxx

  • Password: xxx

  • Chain: xxx

  • Property: xxx

  • Property Code: xxx

    Note: Client name, Username, Password, Chain, Property y Property Code, are provided by Ulyses Cloud.

  • Only Room Charge: Send room charges only.

  • Service (legacy): Option deprecated. For new accounts, the Tax Services must be configured.

  • Tax Services: Link taxes in XEF with Ulyses services (productID).

  • Food: Choose from the drop-down menu the general group to which the food should be attributed.

  • Beverage: Choose from the drop-down menu the general group to which the beverage should be attributed.

  • Other: Choose from the drop-down menu the general group to which Others should be attributed.

  • Charge tip service: Choose from the drop-down menu in which service the tips are to be included in the room charges.

  • Payment Methods: Link the XEF payment methods to the Ulyses folios in the drop-down menu.

  • PMS Payment Methods: Link the XEF payment methods to the Ulyses payment methods in the drop-down menu.

    IMPORTANT: For tips to be sent correctly to the PMS it is important to add the Tips field as shown in the image.



    IMPORTANT: All payment methods used in XEF, including tipping, must be linked for the correct functioning of the integration.

  • Sales Folio: Select the folio where you want to send the sales (invoices).

  • Send closure: Enable to send daily reports to the Ulyses portal upon closure. These reports will be sent overnight, making them available the next day.

  • View Services Permissions: Add the permissions to activate and display the PMS button in the app.



  • Room Charge Signature: Enable this option to require guests to sign when charging a room.

  • Print signature: Choose the option to print or not the signature.

NOTE: Service, Food, Beverage, Other, Charge tip service, Payment Methods y PMS Payment Methods, appear once the credentials have been set up.


6. Press Save to confirm the changes.

IMPORTANT: Finally, we will verify that all products have a general group assigned to them. If this is not the case, products that have not been assigned the corresponding general group will not be counted in the PMS.


PAYMENT METHOD CONFIGURATION

1. Go to Configuration / Payment Methods.

2. Click on the button +New (located in the upper right corner).

3. Add the following payment method:



  • Active:

  • Name: Ulyses (⚠ This name must be exactly the same).

  • Open cash drawer: Disabled.

  • Requires end till: Disabled.

  • Change strategy: Not allowed.

4. Click on Save to confirm the changes.


WHAT DOCUMENTS WILL WE SEND TO ULYSES?

Always, the receipts will be sent upon closing the orders.

If the Only Room Charge option is enabled, additionally, payments made with the Ulyses payment method will be sent.

If the Send closure option is enabled, additionally, totalized payments will be sent at the end of the day in an automated process that takes place during the night.


We have the integration fully configured!


4. HOW TO MAKE A ROOM CHARGE:

1. In a new order with products, press on the pay button.



2. Select other payment methods.



3. Select Ulyses from the list.



4. Enter the room number in the search box.

Note: You can only search by room number and not by guest name.



5. Press the enter key on the device’s keypad.

6. Select the room.

7. If we have enabled the "Room Charge Signature" option in the configuration: We ask the customer to sign the authorisation and confirm .



8. The receipt will be printed automatically or, depending on the configuration, it will ask us whether we want to print it or not.


5. HOW TO CANCEL A ROOM CHARGE:

1. In Revo XEF, press on r, to access the menu.

2. Select Historic data.



3. Locate the order in the Closed orders, select the order to refund.

4. Press on the actions button and you will access the quick actions screen.

5. Select the option Do a refund.



6. Press the OK button to confirm the process.



7. Enter the room number in the search box.

Note: You can only search by room number and not by guest name.



8. Press the enter key on the device’s keypad.

9. Select the room.

10. If we have enabled the "Room Charge Signature" option in the configuration: We ask the customer to sign the authorisation and confirm .



11. The receipt will be printed automatically or, depending on the configuration, it will ask us whether we want to print it or not.

12. Also, in the “Historic data” section of Revo XEF menu, a new negative record will appear. Here, we can observe the following information:

  • Refund number order.
  • Receipt with negative amount.
  • The original invoice number from the refund originates.



6. ASSOCIATE A ROOM WITH A TABLE

Rooms can be associated with tables, and this information can be viewed from the table preview.



There are two ways to associate a room:

1. Using quick actions.

  • Tap and swipe down on the table you want to associate.

  • Select Assign room



  • Search for the room and tap on it to add it.

    If you made a mistake, tap Change room and select the new one.

2. From the order.

  • Tap on the .

  • Select Assign room



  • Search for the room and tap on it to add it.

  • If you made a mistake or want to remove the room, tap the again and select the required option.



7. ULYSES CLOUD BACK OFFICE

From the Ulyses Cloud Backoffice, the order record (and of its returns, if one has been placed) will appear in the Folio module in the Billing tab.