Overview
Hotels often offer branded retail products for sale - not only to registered guests but also to walk-in customers (e.g., T-shirts, tote bags, mugs, towels). The most cost-efficient way to process these transactions in Cloudbeds PMS is through a House Account. This workflow makes it easy to record sales, accept payments, and provide valid receipts.
How to Process Walk-in Sales
1 - Set Up or Reuse a House Account
Create a dedicated House Account in Cloudbeds PMS (Learn More).
- Suggested name: Retail Sales
- You can reuse this account for all future walk-in transactions.
2 - Post the Retail Item
- Open the Retail Sales House Account folio.
- Click to Add Item in the Add/Adjust Charge button
- Add the retail item (e.g., T-shirt, souvenir).
- Record the customer’s payment method (cash, card, etc.).
- Click to continue
3 - Provide a Receipt
From the folio, either:
- Print the folio, or
- Generate and email a PDF invoice to the customer.
The receipt will show:
- Item description
- Quantity
- Price and tax
- Payment details
The sale will be recorded in this House Account for further reporting.
Comments
Please sign in to leave a comment.