Configuring Account Types

OPERA Cloud provides the ability to draw statistics about revenue, room nights, and so on. For example, you could learn if the business is from a local business or an international business from reports such as Account History and Forecast, Account Hierarchy, Profile Production Statistics, and Profile Productivity LOS Reports. To use this feature, the sales account profiles (company, agent profiles) must have an account type selected in the Sales Information panel.

1. To add new account types:
   1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.
   2. Click New.
   3. Enter an alpha-numeric Code.
   4. Enter a Description.
   5. Set an optional sequence.
   6. Click Manage Translations to add or update account description translations.
   7. Click Save to save and exit or click Save and Continue to save the account type and add another.
2. To Edit or Delete
   1. On the Search screen, enter the Code or enter the code’s Description.
   2. Click Search.
   3. From your search results, locate the code and click the vertical ellipsis.
   4. Select Edit or select Delete.
   5. If editing the code, make your changes to the Description field and/or Sequence number.

      • Select the Inactive check box to mark the code as inactive.

      • Click Manage Translations to add or update account description translations.

      • Click Save.

   6. If deleting the code, click Delete when the confirmation screen appears.