- STATUS: ACTIVE
- COMPATIBLE VERSION: 4.8
1. WHAT IS LEAN? 2. HOW DOES THE INTEGRATION BETWEEN LEAN AND REVO WORK? 3. SETUP IN REVO 4. HOW TO CHARGE TO ROOM 5. HOW TO PROCESS A REFUND 6. HOW TO SEND THE DUMMY RECEIPT
1. WHAT IS LEAN?
Lean is a modern PMS designed to automate repetitive tasks.
2. HOW DOES THE INTEGRATION BETWEEN LEAN AND REVO WORK?
The LEAN <-> REVO integration allows for:
- Charging directly from REVO to the guest’s account in the hotel.
- Sending the dummy receipt when closing a shift.
What does the dummy receipt include?
The dummy receipt includes other charges in addition to those made to the room.
This receipt, which can be detailed or summarised, must first be configured in the PMS before it can be used.
3. SETUP IN REVO
INTEGRATION SETUP
1. Log into the Revo XEF back-office.
2. Go to INTEGRATIONS.
3. Click + New, search Lean and click + Add
4. Complete the following fields:
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Active:
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Name: Name to identify the integration.
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Test: Disabled.
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URL: Provided by Lean.
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User: Provided by Lean.
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Password: Provided by Lean.
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Hotel ID: Provided by Lean.
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Supergroups - PMS Products: Match your REVO General Groups with the PMS products.
Required for the integration to work properly.
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PMS Product: Tip: Select from the dropdown list the product to link the tip.
Required if you want to use tips.
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Only charge to room: Enable to send only room charges.
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Till receipt (dummy ticket): Select from the dropdown list the billing type to send to the PMS when closing the shift.
Required if "Only charge to room" is disabled.
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Payment Methods - Payment Types: Match payment methods between REVO and LEAN.
Required for the integration to work properly.
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Signature for room charge: Enable to request customer signature.
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Print signature: Choose whether to print the signature.
5. Click Save.
PAYMENT METHOD SETUP
1. Go to Configuration / PAYMENT METHODS.
2. The Lean Charge payment method will have been created automatically.
3. You can modify all fields except the type.
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Active:
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Name: Lean Charge.
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Open cash drawer: Disabled.
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Included in end-of-shift cash count: Disabled.
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Cash management: Not allowed.
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Type: Lean Room Charge.
IMPORTANT: Do not change it, or the integration won’t work correctly.
4. Click Save.
THE INTEGRATION IS NOW SET UP!
4. HOW TO CHARGE TO ROOM
1. At payment, go to the payment screen, click Other payment methods and select Lean Charge.
2. Enter the room number in the search bar, press "Enter", and select the room.
The search is only by room number.
3. If you have enabled the "Signature for room charge" option, ask the guest to sign the authorisation and confirm with .
4. Depending on your settings, the receipt will be printed automatically or you will be prompted to print it.
5. HOW TO PROCESS A REFUND
1. Go to the r menu.
2. Go to History.
3. Search for the order under Closed Orders.
4. Click the to open quick actions.
5. Select Make a refund.
6. Confirm by pressing OK.
7. You will be automatically redirected to the floor plan. Return to History to find the invoice in negative, with a reference to the original receipt.
6. HOW TO SEND THE DUMMY RECEIPT
To send the dummy receipt, you must have shift control enabled in simple or full mode (not automatic). The shift must be closed at the end of the day for the dummy receipt to be sent automatically.
In the activity log in the back office, you will see a log entry indicating whether the sending was successful or failed.
Receipt sent successfully:
Sending failed:
