Sales

What features of Quore will I use the most in Sales?

To Do – create and assign To Do items including Requests, Work Orders, and Tasks.

Calendar – create and schedule events in the calendar to keep everyone at your property informed.

Directory – view and manage other sales users’ accounts and add vendor information.

Documents – upload files and folders, including contracts, menus, and more.

Inspections – create custom checklists to be completed on the desktop and Quore mobile app.

Logs – communicate important information that can be viewed and replied to by all departments.

Rooms Book – create and schedule room notices including early check-ins, late check-outs, amenities, do-not-move rooms, and more.

Reports – view, schedule, and email various reports on information within Quore.

Sales – this is an add-on app and is available for an additional cost. If you would like to purchase the Sales app for your property or would like a demo, please conact Quore Sales at +1 615-678-0371 or sales@quore.com.

When creating a new account in the Sales app, the box is cut off and I am unable to see the bottom. How can I fix this?

If you run in to this, more than likely it is a resolution issue with your computer. To fix it, hold the control button on your keyboard (command on Apple computers), then tap the minus (-) button until you can see the bottom of the box.

What do the booking/negotiated rates statuses mean in the Sales app?

There are five statuses in Quore Sales. They are Proposal, Tentative, Definite, Completed and Cancelled. A new booking/negotiated rate will remain in Proposal status until the contract is emailed to the client in the Contract tab. The booking/negotiated rate will then change to Tentative status. It will remain in Tentative status until a signed contract is uploaded. The booking/negotiated rate will then change to Definite status. You will be able to change bookings/negotiated rates to Cancelled status using the Update Status link inside the booking/negotiated rate. Bookings/negotiated rates will change to Completed status if they are in Definite status and the departure/end date of the group block/meeting/event/negotiated rate has passed.

How do I make changes to a booking/negotiated rate with an uploaded signed contract in the Sales app?

Think of the uploaded signed contract as locking the booking/negotiated rate in place. If a client needs to add more rooms or food items, etc., simply delete the contract. Then make your changes and save a new contract with all the changes. Once you email the contract again then upload the signed contract, the status will return to Definite.

What do the different colors mean on the GRC (Group Rooms Calendar) in the Sales app?

The GRC is a heat map, so the more rooms you add for a day, the closer to red it will turn. Every day will start at green then move to orange and eventually go to red once all the rooms are booked.

How will I add required items to meeting room bookings and how will those appear on the BEO (Banquet and Events Order) in the Sales app?

Go to the Settings page in the Sales app and click on Meeting Room Setup. You can either edit a default Setup we provide or create a new one. The Name, Description and Required Items fields will flow to the BEO. So if the room has 50 chairs, 10 tables or a projector, then add the item in the Required Items box and it will flow to the BEO when you select that Room Setup in the booking.