Tutorial

Reserve a room and link the occupant

Set up properties and rooms; reserve accommodation, check occupants in, cancel unused reservations and check out departing occupants. Link existing employees, customers, contacts and projects.

Updated 14 October 2026 · Native ERP foundation

The native ERP foundation is published: properties, rooms, stays, service requests, charges and physical-key custody. The hotel engine and electronic lock connectors are not commissioned. Food, catering and room service are request and ERP-order workflows; a restaurant POS, kitchen display, online booking engine and automatic keycard encoding are not provided by this release.

Use your own authorized ERP account. These text tutorials describe the published native fields and actions. Screenshots and click markers for this new app will be added in a later documentation pass.

Step 1 of 3

Step 1

Choose Add NexCom Lodging Stay. Select Property and Room / unit. Enter Occupant name and Arrival and Departure dates.

Expected URL expression{ERP_URL}/desk/nexcom-lodging-stay/{RECORD_ID}

Open the list without /{RECORD_ID}. New forms use a temporary new-record identifier. ERP_URL is your organization’s ERP origin.

Expected result: A draft stay identifies the room and date range.

Step 2 of 3

Step 2

Link Employee for staff accommodation, Billing customer for invoicing, Guest contact and Project / assignment as applicable. Add relevant operational notes and save.

Expected URL expression{ERP_URL}/desk/nexcom-lodging-stay/{RECORD_ID}

Open the list without /{RECORD_ID}. New forms use a temporary new-record identifier. ERP_URL is your organization’s ERP origin.

Expected result: Existing HR, sales and project identities are reused.

Step 3 of 3

Step 3

Choose Stay → Reserve on the saved draft.

Expected URL expression{ERP_URL}/desk/nexcom-lodging-stay/{RECORD_ID}

Open the list without /{RECORD_ID}. New forms use a temporary new-record identifier. ERP_URL is your organization’s ERP origin.

Expected result: Status becomes Reserved. Overlapping reserved or checked-in stays for the same room are rejected; adjacent date ranges are allowed.

If the action is blocked

Check required fields, current status, linked company and record permissions. Return outstanding keys before checkout. Room and key conflict checks cannot be bypassed by editing their identifiers. For Finance and stock drafts, review native validation messages before submitting.