# PMS — How to Create and Manage Reservations

Published 2026-09-29

> PMS — How to Create and Manage Reservations :root { --bg: #f8fafc; --surface: #ffffff; --surface-2: #f1f5f9; --surface-3: #e2e8f0; --text: #0f172a; --text-secondary: #475569; --text-muted: #64748b; --accent: #4f46e5; --a

PMS — How to Create and Manage Reservations

[PMS Guide](#)

[Sign In](#entry) [Reservation](#reservation) [Details](#detail) [Payment](#payment) [Settings](#config)

2026 updated edition

## PMS — Complete guide to creating  
and managing reservations

A complete guide on how to create reservations and manage hotel rooms, guests, and payments in the PMS (Property Management System).

[Get Started →](#entry)

1

## Signing in to PMS

Sign in to the erxes system, then open the Tourism plugin from the left sidebar. Inside Tourism, click PMS to enter the property management system.

### Steps

1.  Sign in to the erxes system.
2.  Select the **Tourism** plugin from the left sidebar.
3.  Click **PMS** (Property Management System) to open it.
4.  Create a reservation using the **Create reservation** button in the top-right corner.

![Navigating to Tourism - PMS](https://profile-media.erxes.io/cms/70df6df0f78ca4c94473d05c62820df3.png)

Navigate to Tourism → PMS

![Frontdesk view](https://profile-media.erxes.io/cms/2a92ad4298897807e5f390df51d8fd22.png)

Frontdesk — room reservation view

**Good to know:** The Frontdesk view shows each room listed by day and reservation status. At the bottom you can see reservation statuses: **Inquiry, Reserved, Modified, Cancelled**.

2

## Creating a Reservation

Click the **Create reservation** button on the Frontdesk page to open the reservation form.

### Steps

1.  Select the **Check-in / Check-out** date and time.
2.  **Room type** — choose the room type (e.g., Room — available count and price are shown).
3.  **Select room** — choose a specific room (e.g., Twin bed room).
4.  **Guests by room** — set how many adults and children will stay.
5.  **Price summary** — review the total price.
6.  Fill in **Guest information** on the right: choose Individual or Company, then enter name, email, and phone.
7.  Click the **Create reservation** button.

![Reservation creation form](https://profile-media.erxes.io/cms/d5d08b91a21355cecc55e3505ba646fa.png)

Create new reservation — main reservation form

![Selecting room type](https://profile-media.erxes.io/cms/03f19c60ea0df13ede7c177d7530d7e7.png)

Room type — available room types and prices

![Selecting room and guests](https://profile-media.erxes.io/cms/995b661cea71c585526030d77ed8cbed.png)

Select room, Guests by room, and Price summary

![Guest information](https://profile-media.erxes.io/cms/3ec78619979c560494582a8ba3906279.png)

Guest information — choose Individual / Company and fill in the details

**Success:** When the reservation is created, a "Reservation created successfully" message appears, and the reservation is visible on the Frontdesk view for the selected dates (Erxes …).

![Created reservation](https://profile-media.erxes.io/cms/da4cac398179d6cd683dfdb6ccb6fb4f.png)

Reservation created successfully — visible on the Frontdesk view

3

## Reservation Details

Click a created reservation to view detailed information and edit it. There are four tabs.

### Tab Descriptions

Tab

Description

**General information**

Reservation name, notes, check-in/check-out date and time

**Guests information**

Number of guests, linked guest (Search guest / Search company), New guest

**Rooms information**

Rooms, prices, Add room, Add extras

**Payment**

Financial summary and payment processing

![General information tab](https://profile-media.erxes.io/cms/8e27f0c7a035453f20edad9095154c75.png)

General information — basic reservation details

![Guests information tab](https://profile-media.erxes.io/cms/61e6e2f6ab9bd62c005abacbbf93f9af.png)

Guests information — connect, edit, or remove guests

![Rooms information tab](https://profile-media.erxes.io/cms/39c2b83503c75002290ebe522c45e605.png)

Rooms information — rooms, prices, Add room, Add extras

4

## Adding Extras

Use the **Add extras** button in the Rooms information tab to add minibar and other extra products to the selected room.

### Steps

1.  Open the **Rooms information** tab.
2.  Click the **Add extras** button for the room you want to add products to.
3.  Select a category, then search for and choose the product.
4.  Click **Save changes**.

![Add extras window](https://profile-media.erxes.io/cms/99d9ae52f2711665d30e62b116ea07dd.png)

Add extras — choose minibar and other extra products

5

## Processing Payments

The Payment tab shows the Financial summary and lets you receive payments.

### Steps

1.  Open the **Payment** tab.
2.  Review the Financial summary: Room charges, Products & services, Subtotal, Total amount, Remaining amount.
3.  Use **Add discounts** or **Print temporary receipt** if needed.
4.  Click the **Process Payment** button.
5.  Enter the Payment amount, Payment method (e.g., Cash), and Payment note, then receive the payment.

![Payment tab](https://profile-media.erxes.io/cms/6da0dd3bb69c9f6dcc79e429918e2f16.png)

Payment — Financial summary, Add discounts, Process Payment

![Process Payment window](https://profile-media.erxes.io/cms/249deaa225e3a71437cf26260155b563.png)

Process Payment — enter amount, method (Cash), and note

**Note:** In Process Payment, you can choose which part to receive payment for from the Rooms / Extras / Remaining tabs. After payment is processed, the Remaining amount is updated.

6

## PMS Settings (Edit PMS)

From the Action menu on Tourism → PMS, open Edit PMS and configure the core PMS settings in five steps.

### Five Configuration Steps

Step

Description

**1\. General information**

Name, description, check-in/check-out times and prices (e.g., 14:00 / 20000, 12:00 / 20000), Add discount, Website reservation lock

**2\. Payments**

Select payment methods, Erxes app token, Other payments (e.g., golomtCard, khaanCard, TDBCard)

**3\. Permissions**

Assign users to roles: General managers, Managers, Reservation managers, Reception, Housekeeper

**4\. Appearance**

Main logo, Primary / Secondary / Third colors, Website url

**5\. Pipeline config**

Board, Pipeline selection, Room categories, Extra product categories, Appointment product categories

![General information settings](https://profile-media.erxes.io/cms/35bcdfb653329bf99099ffb32b6a6bd3.png)

1\. General information — name, times, prices, discount

![Payments settings](https://profile-media.erxes.io/cms/08e805deb02d5451206b712b70f198c4.png)

2\. Payments — payment methods, token

![Permissions settings](https://profile-media.erxes.io/cms/6c97dbf6fc7720abf8e482b2652b6da5.png)

3\. Permissions — role assignments

![Appearance settings](https://profile-media.erxes.io/cms/0c26d7fe06332ff4fe87349b376432ef.png)

4\. Appearance — logo, colors

![Pipeline config settings](https://profile-media.erxes.io/cms/00dd0e2ff3cf4001d412b5241447575a.png)

5\. Pipeline config — Board, Pipeline, Room categories, Extra product categories, Appointments

**Important:** In Pipeline config, under **Room categories**, only room categories should be selected (e.g., R-01 Room). Do not select the Price category (P-01) for rooms — pricing is handled separately.

![Selecting room categories](https://profile-media.erxes.io/cms/4a95039fd97cb28ca992a254a05f74c0.png)

Selecting Room categories — R-01 Room (not P-01 Price)

7

## Creating Categories (Settings → Products)

Create the room, price, and room type categories needed for PMS under Settings → Products → Categories.

### Steps

1.  Click **Settings** in the bottom-left corner.
2.  Select the **Products** menu.
3.  Open the **Categories** tab.
4.  Create categories using **Add Category**: Price (P-01), Room (R-01), King room (K-01), Twin room (T-1), etc.

![Products - Categories](https://profile-media.erxes.io/cms/c579bad0a1289591cb468cc8e018b463.png)

Settings → Products → Categories — Price, Room, King room, Twin room categories

**Order:** First create categories here, then create the corresponding products/rooms, and finally link them in the PMS settings under Pipeline config.

### Have questions?

This guide helps you create reservations, manage hotel rooms, and process payments in PMS.

[Read again ↑](#entry)