EHORS WINX (END USER MANUALS)
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This document is only for users that are upgrading to E-Hors WinX and does not apply to new users.

ADMIN & SYSTEM

GROUP/PROGRAMCUSTOMER
TRAINEDNOT YET

Property Management

Property Master Data

  • Logo
  • Business Registration must be added if it's not there yet.
  • Set the start
date
  • date 
Property Details
  • You'll see the details of the no of rooms as per the license.
  • Check if important fields are filled in such as email, phone number, Currency
Property Settings

All settings are divided per module

  • Check the settings, especially the ones that are relevant to your property. 

    Settings that are highlighted in blue are still in the default setting.
    Blue settings will appear on top to indicate that these need attention. We suggest that you edit a new setting to avoid it staying blue forever.


  • Check each setting and change the value as per your SOP
Property Registration Number
  • New Feature

This program allows the user to register all the official tax registrations they have.
There is a distinction between VAT, TX (tourism tax), CT (city tax), and others.

 

  • Add the details in this program, this is important for the display of your invoice or receipt 
Division & Department
If it's an existing customer, these should be copied from the old version
  • Division and Department is a part of metadata to be converted From v3 to Winx.
  • If it's a new installation, this is normally empty. This must be done by the customer based on their organization.
  • Please check the list of departments if there are duplicates. 
Payment Class Link
  • The payment class is a generic class that will be used by all programs that require the closing of a bill.
  • Linking must be created

This program allows you to manage which payment method will be available for each outlet. The default outlet must be linked also.

Printer
  • If it's an existing customer, these should be copied from the old version to Winx.
  • If it's a new installation, printerIP and name must be added
  • Printer IP's is a part of the metadata to be converted From v3 to Winx. 

Room Inventory Management

Group Accommodation

If it's an existing customer, these should be copied from the old version
  • Group accommodation is a part of the metadata to be converted From v3 to Winx.
  • If it's a new installation, this is normally empty. This must be created by the customer

    • Accommodation

    If it's an existing customer, these should be copied from the old version Bed TypeIf it's an existing customer, these should be copied from the old version
    •  


    Accommodation

    • Accommodation is a part of metadata to be converted From v3 to Winx. 
    • Check the configuration
    • A new field was created called "recipe" this is if you want to link your amenity sets.
  • If it's a new installation, this is normally empty. This must be done by the customer based on their accommodation type
    • Room Location
    • If it's an existing customer, these should be copied from the old version to Winx.  
    • If it's a new installation, The room location must be added.
    Room Management
    • If it's an existing customer, the existing setup should be copied from the old version to Winx.  
    • If it's a new installation, this must be set up.
    Bed Type
    • Bed type is a part of metadata to be converted From v3 to Winx.  
  • If it's a new installation, the bed type must be added.
    • Room Location
    • Room location is a part of the metadata to be converted From v3 to Winx. 
    Room Management
    • Room Management is a part of metadata to be converted From v3 to Winx. 

    Outlet Settings

    Outlet Owner

    This program is not only for the outlets that don't belong to the property. This is also used to register your misc. AR partners like tenants.

    If it's an existing customer, the existing data should be copied from the old version
    • Outlet owner is a part of the metadata to be converted From v3 to Winx.
      
    •  
    • A new field was created called "comp registration" edit and add if necessary
  • If it's a new installation, this must be added if it's applicable.
    • Outlet Management

    The definition of an outlet is any revenue source on the property. Meaning F&B, Misc, Retail, Spa & Themeparks

    If it's an existing customer, the existing data should be copied from the old version to Winx
    • Outlet Management is a part of metadata to be converted From v3 to Winx. 
    • Default Outlet ( Ehors FO, TP, BQ, FIN, must be linked to a Department
    If it's a new installation, the outlets must be addedConfiguration Type
    • If it's an existing customer, the existing data should be copied from the old version to Winx
    • For new installation, a configuration type must be added.
    Function Rooms
  • If it's an existing customer, the existing data should be copied from the old version to Winx
    • Floor
    • ) If these outlets are not linked to a department, payment methods will not populate. 
    • Check if there are NULL in the column department, this means that these outlets were linked to inactive departments.
    Cross Property Charge

    This program links property A with an outlet to another property B, allowing to charge the guest folio of property B. The properties must be in the group of properties.

    • Double-check if applicable
    • New linking must be created if you are using this feature

    Banquet Management

    Function Type

    Function Type:  is the type of events. 

    • If it's an existing customer, the existing data should be copied from the old version to Winx
    • For new installation, function type must be added.
    • Function Type is a part of metadata to be converted From v3 to Winx. 
    Configuration Type
    • Configuration Type is a part of metadata to be converted From v3 to Winx. 
    Function Rooms
    • Function Rooms, (venue) is a part of metadata to be converted From v3 to Winx. 
    • A floor plan image can be added
    • New button if the venue is used for attraction yes or no. Check each venue and edit if necessary

    Ehors Translation 

    Ehors Label Message

    Ehors System Language

    Ehors Translator

    This is a program where you create a list of
    • Click Attraction Yes, if the venue is only meant for an attraction venue. If the status is yes, this venue will not appear in the selection of venues during Venue reservations, and the configuration is NOT mandatory

    Ehors Translation 

    Ehors Label Message

    Ehors System Language

    Ehors Translator


    This is a program where you create a list of "label" and/or "message" IDs that will be used in all components of the GUI.
    And will be used as a dynamic language translator and later combine with language.
    It also serves as default Ehors GUI labels and messages.

    HUMAN RESOURCE
    GROUP /PROGRAMCUSTOMER
    TRAINED
    NOT YET

    Employee Management

    Designation

    If it's an existing customer, these should be copied from the old version
    • Designation (position) is a part of metadata to be converted From v3 to Winx.
  • If it's a new installation, this is normally empty. This must be done by the customer based on their organization.
    •  
    Assign Programs
    For a new and existing installation, linking must be done
    • All existing positions must be assigned to programs that they are allowed to use.
    Employee

    For Existing Installation

    If it's an existing customer, the existing list of employees will be copied from the old version
    • The employee is a part of metadata to be converted From v3 to Winx. 
    • The password must be changed based on the alphanumeric
    , password & username are now case sensitive
    • .
    • If the employee is involved in approvals like AP and
    Purchasings
    • Purchasing, set the authorized payment & Authorize PO/
    Item
    • Item 

    New Installation

    • Employees must be entered and all related data.

    Employee Authorization

    Outlet Authorization

    • Linking must be done before you can start using the POS ( new & old installation)
    Property Authorization
  • If it's an existing customer, these should be copied from the old version to Winx, except for the new linking.
    • Once you add an employee to property A, automatically that employee is authorized in property A. If you want to authorize
    that
    • the employee to property B, authorization must be added.
    INVENTORY MANAGEMENT
    GROUP /PROGRAMCUSTOMER
    TRAINEDNOT YET

    Item Management

    Item Category

    • If it's an existing customer, existing data should be copied from the old version to Winx.
    •  If it's a new installation, this is normally empty. Data must be added.
    Item Measurement
    • If it's an existing customer, existing data should be copied from the old version to Winx.
    •  If it's a new installation, this is normally empty. Data must be added.
    ItemIf it's an existing customer, existing data should be copied from the old version to Winx.
    • Item Category is a part of metadata to be converted From v3 to Winx. 
    Item Measurement
    • Item Measurement is a part of metadata to be converted From v3 to Winx. 
    Item
    • Item is a part of metadata to be converted From v3 to Winx. 
    • A new field was created called "distribution, usage, and item price incl" edit  if necessary
    • Par Stock & Minimum Order are now combined in this program.
    •  If it's a new installation, this is normally empty. Data must be added.
    Stock Locations
    If it's an existing customer, existing data should be copied from the old version
    • Stock location is a part of metadata to be converted From v3 to Winx..
    • A new field was created called "outlet and Good Receive area" Go through each stock location and edit if the location is Goods Received area yes or no, and if the stock location is linked to an outlet. The column Goods Rec Area yes/no cannot be blank. If this is not done, you will not be able to use the stock request program
    • If it's a new installation, this is normally empty. Data must be added.
    Opening Stock
    • The Gui changed a bit. Functionality is still the same, in the old version, there are 2 rows to fill in, and now only one row
    Item Department
    If it's an existing customer, existing linking should be copied from the old version to Winx
    • Item Department linking is a part of metadata to be converted From v3 to Winx. Any new linking after the conversion must be redone by the user
    • The GUI changed a bit. 
  • If it's a new installation, linking must be set up

    • Supplier Management

    Supplier Management

    If it's an existing customer, existing data should be copied from the old version to WinxIf it's an existing customer, existing data should be copied from the old version to Winx
    • Supplier is a part of metadata to be converted From v3 to Winx. 
    • New fields added, Bank Name, Bank Account, Swift code, edit and add if applicable
  • If it's a new installation, suppliers must be added.
    • Item Supplier 
    Item Supplier 
    • Item Supplier linking is a part of metadata to be converted From v3 to Winx. Any new linking after the conversion must be redone by the user
    • The Gui Changed a bit
    , editing of the last price has been removed in this program. 
  • If it's a new installation, linking must be created.
    • FOOD &
    FOOD & BEVERAGE
    GROUP/PROGRAMCUSTOMER
    TRAINEDNOT YET

    Recipe Builder

    Recipe Type

    If it's an existing customer, existing data should be copied from the old version to Winx
    • Recipe Type is a part of metadata to be converted From v3 to Winx.
    • Double-check the recipe type code, the codes have been changed and extended 
    • fb=food&beverage
    , spa=spa,
    • ( this type will appear in the selection of POS menu per outlet management),
    • spa=spa,
    • fo= front office,
    • rt = retail,
    • at = attraction,
    • other = others
  • If it's a new installation, a recipe type must be added.
    • Recipe Type Margin
    • If it's an existing customer, existing data should be copied from the old version to Winx
      • Double-check the recipe type code, the codes have been changed and extended 
      • fb=food&beverage, spa=spa, fo= front office, rt = retail, at = attraction, other = others
    • If it's a new installation, margin must be set up if applicable.
    RecipeIf it's an existing customer, existing data should be copied from the old version to Winxnew field, recipe item needed yes or no, this means that you can
    • is a part of metadata to be converted From v3 to Winx.
    Recipe
    • Is a part of metadata to be converted From v3 to Winx.
    • a new field, recipe item needed yes or no, this means that you can now add a recipe w/o item. This is created for those items not related to F&B, or do not need a further breakdown.
    If it's a new installation, the recipe must be added
    Set Menu Manager
    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.
    • The GUI changed a bit. 
    • The set menu needs to be redone by the user.
    Replace Item
    • The Gui Changed a bit
    Kitchen Instruction
    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.
    • The GUI changed a bit. 

    Menu Management

    Menu Category

    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.
    Main Menu Category
    If it's an existing customer, existing data should be copied from the old version to Winx including the default Main Menu Category
    • Is a part of metadata to be converted From v3 to Winx.
    Menu Card Linking
    If it's an existing customer, existing linking should be copied from the old version to Winx 
    • Is a part of metadata to be converted From v3 to Winx.
    Menu Per Outlet
    This must be set up (New Installation & Existing Customers)
    • The menu Per Outlet needs to be redone by the user. Complete new linking must be done
    • The GUI has been changed.
    • There's no need to create multiple links or outlets just for IRD (In-room dining) Prices for non-IRD and IRD can be set all at once.
    POINT OF SALES
    GROUP/PROGRAMCUSTOMER
    TRAINEDNOT YET

    POS Programs

    Outlet POS Set up

    This must be set up (New Installation & Existing Customers)
    • Outlet POS Set UP needs to be redone by the user in the live site
      • The GUI has been changed.
      • There
    's
      • are no more tables only numbers, that's why the setup must be redone. 
    Retail Price & Barcode

    Double Check the recipe and barcode.

    • You can now generate additional labels from an existing barcode.
    POS Restaurant
    POS Restaurant
    • The GUI is totally different. 
    • Room Service will enable based on the outlet setting
    • Unlink of the joined table is now possible
    • A discount per item is now possible
    • Split bill (half-half), now possible
    • Room Service and Restaurant can be combined, no need to be in a separate outlet.
    POS Retail
    • The GUI is a little bit different
    • A discount per item is now possible
    POS Spa
    POS Fast Food
    • The GUI is a little bit different
    • A discount per item is now possible
    POS Ticketing
    • The GUI is a little bit different
    • A discount per item is now possible
    POS Void Check
    • Still the same
    BDI Knock OFF
    • Still the same

    POS Reports

    FB Reports

    Retail Reports

    Attraction Report

    • Gui has been changed
    SALES & MARKETINGGROUP/PROGRAMCUSTOMERTRAINEDNOT YET
    MIN (BIR)If your POS system needs to be BIR Accredited, follow the instructions here to make sure the correct MIN number is registered MIN REGISTRATION SETUP ON POS STATION
    SALES & MARKETING
    GROUP/PROGRAMCUSTOMER

    Revenue Management

    Rate Code

    • Gui has been changed
    • Features like on-the-fly, LOS, Min Stay, Last Min/Early Bird, Promo Code, Discount Program
    • In the past, if a rate code was used, the rate code could not be changed anymore until the last date check out of the existing reservations
      That has changed in the new version. This means that any modification of any formula or rule in a rate code leads to a "new version" of the existing rate code.
    • The rate code needs to be redone by the user in the live site
    Promo Code/LOS/Min Stay/ Last Min/
    E Bold arly This program sets the dates/
    Early Bird

    Promo Code

    • This program allows the user to create so-called promo codes that can be linked to rate codes.

    LOS

    • This program allows you to create a discount for a long stay based on the idea for x number of nights you get one free night. A long stay discount can also be handled by rate code.

      Any LOS you add to this program will appear in the rate code. 

    Min Stay/Last Min/Early Bird

    • New Feature


    Partner Promo
    • Is an alliance between a partner for example a bank and a hotel/Resort/Restaurant for the purposes of Promotion. Any data created in this program will appear in the discount management program.
    • New Feature


    Discount Management Program
    • Discount management is a program that allows us to create a discount for any type of sale.
    • New Feature
    Package Management
    • New Package Category "spa" has been added
    Voucher
    • New Feature
    • The voucher is a gift voucher. Meaning this voucher has a number generated by E-Hors. There is a payment category "Voucher" and a category " Redemption".
      We must understand the difference between the 2. A voucher (read gift voucher) has a number in the database that needs to be "knocked off" upon collection.
      Each voucher has a record in the database.
    Surcharge Manager
    • Any existing voucher that has been distributed to the guest, those voucher series must be entered into the program. Ehors doesn't verify vouchers that are not created in the system.
    Surcharge Manager
    • This program sets the dates/date ranges / particular days of the week that surcharges apply.
      Usually, surcharges do apply during peak season as well as weekends.
      This is a feature in addition to the occupancy formula to manipulate the rate
    at
    • on a certain day, regardless of the occupancy level.
    Occupancy Level
    • This is now in a separate program, in the previous version, the occupancy level is in the accommodation program. 

    BDI Management

    BDI Category

    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.
    Breakdown Item
    • There is no more manual linking of Division & Department. The user only has to define the outlet.
    • Check session: A new feature that will not allow the guest to book a session that overlaps with another BDI. For example, the Shark Encounter is from 10 am until 11 am and White Lion Feeding from 10.30 am to 11.30 am has an overlap. This combination would not be allowed if the check session is "yes".

    Business Segmentation

    Market Segment

    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.
    Market Source
    • If it's an existing customer, existing data should be copied from the old version to Winx
    • The user has to check if there are duplicate market sources. 
    Segment Source Link
    • New linking must be done before you can start creating the rate code. Make sure that there are no duplicate market sources to avoid confusion.
    Agency Category
    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.

    CRM

    Registration

    • This program allows guests to register as a "member" of the property.
      This will allow them to access the questionnaires, update their profiles and make reservations, for rooms, restaurants, spas, ticketing, and others.
    • New Feature
    Question Category & Question Sub Category
    • New Feature
    Questions/ Questionnaire
    • New Feature
    Questionnaire Link
    • New Feature

    Partner Management 

    Partners

    • This was called "Agency" in V3
    • Still the same
    If it's an existing customer, existing data should be copied from the old version to Winx
    • Is a part of metadata to be converted From v3 to Winx.
    Region/Sub Region
    • Still the same
    • This must be redone by the user.
    THEMEPARK
    GROUP/PROGRAMCUSTOMER
    TRAINEDNOT YET

    Turnstile ManagementT

    Turnstile Management

    • The user has to re-enter the data, only if applicable to your property

    Attraction Management

    Attraction Planboard

    • The user has to create a new
    planboardFRONT OFFICE
    • plan board, only if applicable to your property
    FRONT OFFICE
    GROUP/PROGRAMCUSTOMER
    TRAINED
    NOT YET

    Reservation

    Manage Reservation

    • GUI has been changed
    • No more separate programs for check out, and check-in. 
    • future reservations must be entered in Winx, ehors will provide and excel sheet for the list of future reservations from the old version

    Reception

    Room Assign

    • Gui is the same as the old version
    Room Guest List
    • GUI has been changed
    Registration Card
    • Gui is the same as the old version
    FO Retail Sales
    • Gui is slightly the same as the old version

    Guest Profile Management

    Guest Profile

    • GUI has been changed
    • The merging of profiles has been moved to "Guest History"

    Passport Reader Installation, please click here: PASSPORT READER SCANNER INSTALLATION

    Title Management
    • If it's an existing customer, existing data should be copied from the old version to Winx
    VIP Level
    • The user has to re-enter the data
    NewspaperNo changes

    FO Reports

    7 days Overview

    • New Feature
    • You can also swap a room from here.
    DRR Report
    • The report is still the same
    Accommodation Forecast
    • The report is still the same
    Arrival & Departure Guest Movement
    • This was called "room statistic" in v3
    In House ListPOB Reports
    • Person on Board
    Daily Room Count
    • The report is in Excel
    Guest History
    • Merge Profile 
    CI-CO Status
    • The report is in Excel
    Occupancy Reports
    • This report has been extended, with the selection (radio button) for including budget y,n, default 'n'. This only applies to Accommodation and Segment Reports. If the budget is 'y', there will be 2 additional columns: % and amount difference

    PABX

    Wake Up Call

    • The Gui is still the same
    Extension Management
    • Is a part of metadata to be converted From v3 to Winx.
    VIP Level
    • The user has to re-enter the data
    NewspaperNo changes

    FO Reports

    7 days Overview

    • New Feature
    • You can also swap a room from here.
    DRR Report
    • The report is still the same
    Accommodation Forecast
    • The report is still the same
    Arrival & Departure 
    Guest Movement
    • This was called "room statistic" in v3
    In House List
    POB Reports
    • Person on Board
    Daily Room Count
    • The report is in Excel
    Guest History
    • Merge Profile 
    CI-CO Status
    • The report is in Excel
    Occupancy Reports
    • This report has been extended, with the selection (radio button) for including budget y,n, default 'n'. This only applies to Accommodation and Segment Reports. If the budget is 'y', there will be 2 additional columns: % and amount difference

    PABX

    Wake Up Call

    • The Gui is still the same
    Extension Management
    ACCOUNTING

    GROUP/PROGRAMCUSTOMER
    Coa Management

    Ledger Management /Group Management 
    • chart of account is a part of metadata to be converted From v3 to Winx. 
    • Nothing has changed.


    Account Management


    • Is a part of metadata to be converted From v3 to Winx. The default accounts are in blue color. 
    • The COA has new defaults accounts that have not been linked, they need to be linked to the ledger and account group. Reclassification is neededImage Added


    Create Journal Template
    • Gui is still the same.
    • The user has to create a new template, old data will not be copied.
    Taxes
    • Is a part of metadata to be converted From v3 to Winx.
    • Service Type: The user has to edit each tax and select the correct service type
    Revenue Account Link
    • Existing linking will be copied from old to Winx
    • The user has to check the linking  if there's "NULL", which means that this is linked to an inactive account
    Purchase Accounts
    • Is a part of metadata to be converted From v3 to Winx.
    • The user has to check each link because some of them are blank. In the old version, ehors allows the user to select P&L accounts in the balance column. In Winx, linking must be redone and must select the correct type of account as per column.
    Rate Code Group
    • A New Rate code group must be created. Create a new one if nothing is created yet
    Payment Method Link
    • The user must add the payment method used in their property. If this is not done, you won't be able to settle the bill in FO, GL, POS & Ticketing 
    Tax & Sc Linking
    • Existing linking will be copied from old to winx
    • In the previous version, linking of tax is done separately, now all linking of tax for BDI, accommodation, recipe, and items is done in this program.
    • data that is already linked to taxes will be tagged as (linked)
    • Before you go live, please double-check the linking of taxes here. Any new items, BDI's and recipes, their tax must be linked if applicable
    Discount Link

    • There are a few types of discounts that can be linked to a different account in the COA. The linking is per outlet type.

      We have 5 types of outlet types, these must be linked to a related chart of accounts before you use any discount.

      Important Note:  Each outlet type can only be linked once. All outlet types can also be linked to the same account.

    • Linking must be created before you go live, if there is no linking, transactions with discount will go to uncleared
    Bank Accounts 
    • This is where you create the profile of the bank account that will be used in LOA and the text file of the batch processing program.
    • Data must be added by the user
    COA Overview
    • Generated in Excel. 
    Currency Management

    Forex Currencies

    • Data must be added by the user, The rates set in this program are used as buying and selling rates when the bill is paid in a foreign currency. 

    Purchasing Currencies

    • Data must be added by the user.This is where the management of foreign currencies is used in purchasing. It enables the user to purchase and receive foreign currencies.

    HQ Cons. Currency

    • Data must be added by the user. This program is used as a consolidation tree of different properties. You can decide here which property can be consolidated with the other property

    Corporate Currency

    • This program is used:

      • to select the currency for the default property currency and set the currencies to be used in dynamic reports. 
      • to define the currencies to be used in the Exco reports (P&L and Balance Statements).

    Journal Management

    General Ledger

    • Gui is quite similar to the old version
    • You can immediately select the account name directly, and the related Ledger and group will be shown.
    Modify General Ledger
    • still the same as the old version
    Modify Collection Date
    • Gui is a little bit different, but the functionality is the same
    Automatic Journal
    • This program is to create journals that will run based on a regularly scheduled batch job and are used to divide costs evenly over a certain period.
    Journal Template
    • This program allows the user to create journals based on a fixed format. E.g. a template for payroll. Every month the journals are the same but the amounts are different.
    Update Rev Accounts & Update Rev Type 
    • still the same as the old version. Gui has been changed.
    Closing Procedure
    • Still the same as the old version

    Account Receivables

    Debit/Credit Note

    • Still the same as the old version

    Oustanding AR from v3 will be copied during or after the switch. When this is done, the user cannot use the old version to send an invoice as this will affect the sequence of the invoice number.

    AR Reconciliation
    • Functionality is the same as in the old version
    AR Reports
    • Same as the old version.
    • The report is now in excel
    • AP balance from the old version must be added by the user in the new version.

    Accounts Payable

    Supplier Invoice

    • Functionality is the same
    Supplier Invoice w/o PO
    • Functionality is the same
    • You can immediately select the account name directly, and the related Ledger and group will be shown.
    Manual Payments
    • Functionality is the same
    • new radio button for petty cash
    Manage payment
    • new column for invoice date
    • Functionality is the same
    Approve payment
    • Changes in the approval process
    • Functionality is the same
    Payment Processing
    • Selection of payment method, Payment Methods are Cheque, Cash, Bank Batch, Bank TT, Contra, Bank Offline Upload, Bank Internet, and Bank Statement.
    • GUI has been changed
    Cancel payments
    • Cheque payment can be canceled if there is no collection date yet. Partial Cancelation of the cheque is not possible.
    • Cash payment can be canceled at any time
    • Online, Bank transfers cannot be canceled
    • Bank Offline Upload, can be canceled if there is no collection date yet.
    • Contra can be canceled at any time
    • Functionality is quite similar to old version
    Payment Authorization

    • This program sets the amount that an employee is authorized to approve when he or she has access to the AP payment programs.

      These criteria will appear in the Employee program and these variables are in combination with the system settings under property Settings (PROPERTY SETTINGS MANUAL) if it requires Approval 1, 2, or 3. 

    • This is required before you go live.   PAYMENT AUTHORIZATION MANUAL 
    Reprint Payment Batch
    • Functionality is the same

    Budgets

    Finance Budget & FO Budget

    • Functionality is the same, the Gui is quite similar to the old version
    F&B Budget
    • Selection for F&B, Spa, Retail, Themepark
    • Gui is a little bit different than the old version
    • Selection of Map & Menu category instead of the Meal period and recipe type

    Fixed Asset Management

    FA Reg & Depr.

    • Existing Data from old will be copied to Winx. This will only be done after the switch.
    • Gui has been changed
    FA Disposal 
    • New Feature
    FA Location 
    • This program creates new Fixed Asset Locations that can be used in the Fixed Asset Management program.

    Exco Reports

    Create Dynamic Report

    • Functionality is the same
    Financial Statements
    • Functionality is the same

    Finance Operations Report

    In-House Guest Ledger

    • New Feature, Selection of High Balance Only, Selection for Summary or Detailed.
    Trial Balance
    • Output is now in Excel
    BDI Report
    • The Gui changed a bit.
    • New feature for preferred sequence and additional filter (by day, by month, summary, detailed)
    BDI Planning Report
    • This reportserves as a guide to help you plan human resources. The report shows the list of the Breakdown item(s) for the selected date range. The output of the report is in excel.
    Tax & SC Report
    • Gui is still the same
    • New filter (Invoice, or by month)
    BIR Reports POS
    • Gui is still the same
    BIR Forms
    • Gui changed a bit
    Bank Recon Report
    • Still the same

    Audit Reports

    Daily Revenue Journal

    • Still the same
    • Output in PDF and Excel
    GL Journal 
    • It's now a separate program
    Print Journal
    • Still the same
    Employee Audit Report
    • Still the same
    OC-ENT EL Report
    • Gui is the same, output is in excel only
    PO Invoice Trace
    • This report shows the status of purchase orders, goods received and invoices received.
    • It's now a separate program
    • Additional filter for payments
    Credit Card Reports
    • Gui is still the same, report output is in excel only
    Deposit Receive Trace
    • The output of the report is in Excel
    Reprint invoice
    • This is the program where you can reprint invoices from POS, Debit/Credit Note, FO Retail, and FO Invoice transactions. 
    POS Void Report
    • Still the same
    C/O With Balance report
    • The output of the report is in Excel
    • It's now a separate program
    PURCHASING
    GROUP/PROGRAMSCUSTOMER

    Purchase Management

    Stock Request

    • The Gui Changed a bit
    • You won't be able to use this program if you're stock locations are not set up properly.
    Purchase Advice
    • The Gui is very similar to the old version
    Order Authorization
    • Gui is very similar to the old version
    • The approval process has changed, it's now based on the employee's profile in combination with the setting.
    Create/Cancel PO
    • No more separate program for canceling a PO.
    Market List Template
    • This will allow you to create a template for your daily market list. This template will appear in the Market List Program.
    Market List
    • Gui is very similar to the old version
    • Market List Template is now available
    Reprint PO
    • The Gui is still the same
    Purchase Authorization
    • This program allows you to create the criteria of the approval based on the purchase price of the item, the total amount of the PO, or both. This is basically the profile of the approver. PURCHASE AUTHORIZATION MANUAL

    Goods Management

    Goods Receive

    • GUI and functionality are quite similar to the old version.
    • You can now add excl or incl amt.
    Goods Return
    • The Gui is still the same
    Stock Distribution
    • The Gui is still the same
    Stock Correction

    Correction Accidental

    • The Gui is very different
    • It's now easier to search the item

    Stock Take

    • You can now select by item Category


    Stock Location Transfer
    • The Gui is still the same
    Recipe Transfer
    • Functionality is still the same
    PO Reports
    • The Gui is slightly different
    HK & Maintenance
    GROUP/PROGRAMCUSTOMER

    Housekeeping Management

    Guest Arrived Monitor

    		Nothing has changed
    Room Status Update

    Nothing has changed on the desktop

    • Mobile App for HK, E-hors will send the APK.
    Cleaning List

    Important changes

    The sequence of automatic, as well as manual assignments.

    If attendant & supervisor are selected: VD, AE/VD/OD. The attendant cannot have VCI/VC/OCI rooms
    If attendant only is selected: VD, AE/VD/OD/OD, DO/OD, DO, AE. 
    If only a supervisor is selected in addition: VCI, AE/VC, OCI, OC can be assigned.
    Therefore attendant is not mandatory, nor supervisor it is both or either one.
    If Turn Down is selected: If attendant only is selected, OC & OCI can be selected. 

    • Selection for Cleaning, Turn Down & Deep Cleaning
    Room Status CorrectionNothing  has changed
    Maintenance Management
    Maintenance Block
    • The Gui changed a bit, functionality is still the same.
    Maintenance Overview
    • It's now a separate program.
    GUEST SERVICE & TRACKING
    GROUP/PROGRAMCUSTOMER

    Wifi Management

    Wifi Users

    • New feature

    Service Center

    Manage Service Jobs

    • You can now add a Photo and attach it to the task.
    Guest Service Admin
    • Is a part of metadata to be converted From v3 to Winx.
    IT TASK BEFORE GOING LIVE
    Passport ReaderIf you are using a passport reader, please click this link for more info PASSPORT READER SCANNER INSTALLATION
    BIR MIN RegistrationThis exercise must be done before we go live on all terminals MIN REGISTRATION SETUP ON POS STATION    (Applicable for Philippine Customers POS accredited by BIR)
    KDS (Kitchen Display)If you are property is using KDS, click here for more info
    HostFileMake sure that all computers for operations are able to access the new system.