Room-service cleaning worksheet

When a room needs cleaning, the cleaning worksheet lets housekeeping log the exact amenities they delivered (shampoo, soap, toilet paper, etc.) at the same moment they mark the room clean.

The list of expected amenities comes from the room type's setup — a Deluxe room might expect 2 shampoos and 2 soaps per cleaning; a Suite might expect more. Room service picks the actual product they left in the room (specific brand and package size), and the system:

• Reduces inventory in the source store,
• Posts the amenity cost to the housekeeping expense account,
• Ties every consumed item to the guest's current daily billing so monthly reports can show "amenity cost per room-night" if you want.

Before you start

• Make sure the room type has its Expected Amenities configured (Setup → Room Types → open a room type → "Expected Amenities per Cleaning" section). Rows can be added at any time.
• Make sure your login has the ROOM_MANAGEMENT permission.
• Make sure your login is tied to a Department in Users setup — the worksheet defaults its "source store" from your home department.
• Your user group must include the categories of the products you'll deliver (e.g. "H/K ITEM"). Setup → Users & Groups → open your group → Item Categories tab.

Steps — cleaning an in-house room

1. Go to Front Office → Housekeeping. Rooms that need cleaning are listed grouped by floor.
2. Tap Cleaning worksheet on the row for the room you're servicing.
3. Check the "Officer" — defaults to you; overwrite if a colleague did the actual work.
4. Check the "Source store" — defaults to your department; change it if the amenities came from a different store.
5. For each expected amenity slot:
   • Pick the actual product you delivered (the umbrella label might be "Shampoo" — pick the specific bottle from your inventory).
   • The quantity defaults to the expected amount. Adjust with the +/− buttons if you left more or less.
   • The badge on the right shows how many are available in the picked store (Avail: N). Red = you've asked for more than we have; save is blocked.
6. Need to log an amenity that wasn't expected? Tap + Add amenity at the bottom-left and pick a product.
7. Optional: type a note (e.g. "guest requested extra towels").
8. Tap Save & mark cleaned. The room disappears from the housekeeping queue; a supervisor still needs to mark it inspected before it's re-bookable.

Steps — cleaning a post-checkout room

Same as above. The system automatically ties the amenities to the guest that just checked out — you don't need to do anything special.

Tips

• The list is empty. The room type doesn't have Expected Amenities configured yet. You can still log one-off amenities via + Add amenity, but it's better to have your manager set up the expected list once so every cleaning is consistent.
• The product picker is empty. Your user group doesn't have any Item Category grants that include consumable inventory items. Ask an admin to grant your group the categories you need (Setup → Users & Groups → your group → Item Categories tab).
• Red "Short: only N" badge. The picked store doesn't have enough of that product. Either reduce the quantity, restock the store first, or pick a different source store.
• Mobile. The worksheet is designed for phones — cards stack, numeric keypad on the qty steppers, tap-friendly targets. Same save flow as desktop.

Common problems

• "Some products are outside your item-category access." — You tried to save with a product picked from a category your group isn't granted. Pick a different product or ask an admin to grant your group the category.
• "Insufficient stock on N line(s)." — Total requested exceeds on-hand in the picked source store. Reduce quantities or restock.
• The room stays in the queue after save. — You probably saved the worksheet but a supervisor hasn't run "Mark inspected" yet. That's separate (front desk → housekeeping → the inspection button clears it fully).