Editing owners is a simple task in Delta PMS. Please follow this guide if you want to edit owners to Delta PMS.
Step 1: Navigate to Sales Owner - Owner List
Log in to your Delta PMS account.
Once logged in, go to the sidebar on your left screen.
Click the Owner menu on the sidebar to show the submenu Owner List
Select Owner List submenu on the sidebar.
Step 2: Search for the Owner on Owner List
On the Owner List page, you can check for the owner that you want to edit.
You can also search for the owner name that you want to edit using the search bar on the top left corner of the Owner List page.
After you’ve found the owner that you want to edit, you can click on the See Details button from that owner row.
Step 3: Edit the Owner Details
On the Owner Details page, you can click on the Edit Details button to edit that owner.
There are three things that you can edit from the owner: Owner information segment, Owner agreement segment for the owned properties, Trust configuration & recurring cost segment.
On the Owner information segment, You can edit any information except the owner’s email address once the owner status is active.
On the Owner agreement segment for the owned properties, You can edit any information on this segment.
To go to this segment, you can click on the edit icon on the Owned Properties segment.
The Owner Agreement segment will appear under the add property segment.
On the Trust configuration & recurring cost segment, You can edit any information on this segment.
To go to this segment, you can click on the edit icon on the Owned Properties segment.
Then you can click on the edit icon on the Owned Rooms segment.
Then you can click on the Next button under the Add Rooms segment.
The Trust configuration & recurring cost segment will appear.
After you’ve edited your trust configuration and recurring cost , you can click on the +Add Rooms button.
Click on the save button to finalize the change in the trust configuration and recurring cost.
Please note that you can not change and delete the owner’s owned property or room once it is assigned. However, you can add a new property for that owner by following Step 4: Add Property and Room for the Owner.
Click on the save changes button to finalize your change for that owner.
If you successfully edited your owner, there's a green popup that says "Changes has been saved”.
Step 4: Add Property and Room for the Owner
You can add property and room for the owner when you’re inviting the owner or when you’re editing the active owner.
You can add property for the owner when inviting the new owner by clicking on the + Add Property button.
On the Owner Agreement segment, you need to fill in the details below:
Owner's stay balance: How many night(s) owners can stay on their properties / rooms for one year. This field is mandatory.
Start date of agreement: This field is mandatory.
End date of agreement: This field is optional.
Owner share percentage: Percentage of how much the owner got from the booking sales of their properties / room. Example: If sales is 100,000 Yen, owner share percentage is 75%, then owner will get 75,000 Yen from the sales, and host will get 25,000 Yen from the sales (exclude taxes, etc). This field is mandatory.
Decimal Rounding Configuration: rounding configuration when splitting process of gross sales to owner share and host share. If you choose Flooring (Round-down), it will round down the calculation. If you choose Ceiling (Round-up), it will round up the calculation. By default, Flooring (Round-down) will be selected. If you change the configuration, it will apply on the next month's calculation (1st date of next month). This field is mandatory.
Owner Agreement Document: You can upload the document of agreement with JPEG and PDF format to Delta PMS. This field is optional.
On the Add room segment, click on the property name dropdown to select the property that you want to assign for the owner.
If the added property type is Condominium, then you need to select the room from the room type dropdown that you want to assign for the owner. Note: You can select multiple rooms for the owner.
If the room that you selected is part of the connecting room, then you need to assign the room share percentage for each owner of that room. Note: Total of the Room Share Percentage must be 100%.
Click on the Next button to continue to the next step.
You need to set the Trust Configuration and recurring cost for the room or property that you added. The detailed guide will be explained in the How to set up trust and recurring cost for owners.
After you’ve done with the setup, you can click on the +Add Rooms button.
Click on the +Add button to finalize the property and room setup for your owners.