Managing a Sales Account Profile

Sales Account Profiles are companies, travel agents, and (booking) sources shared across all properties in a multi-property operation.

Revenue production is tracked against the various profiles linked to a reservation (either guest, or group, and event billing masters). Using the relationship feature, you can consolidate sales production statistics from various subsidiary accounts to a master sales account.

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

2. View By: Select Company, Agent, Source from the list.

3. Enter additional search criteria, click Search.

4. Select the profile from the search results, click the Profile Name, or click I Want To . . . and go to the Profile.

5. On the Profile Presentation page, click the I Want To . . . action to perform additional actions on this profile.

   Note:

   Details panels selected in the default presentation style appear. Click View to select a different presentation style or Customize View to select the detail panels to display.
6. Overview Panel:

   1. Click Edit and update the profile details.

   2. Click Save.

   Note:

   All Profile detail links are available to view and update related profile details. Refer to the Sales Account Profile Detail table below.
7. Profile Details Panel: Click Edit and enter the following details:

   Note:

   This panel can be customized; the fields available for update may vary.

   1. Name1: Enter Company, Travel Agent, Source name.

   2. Name2: Enter second line of account name.

   3. Name3: Enter third line of account name.

   4. Language: Select a language from the list; when the Multi-language OPERA Control is active stationery such as contracts and invoices are generated in this language.

   5. Corp ID: Enter a Corporate ID / IATA number; you can search for Account profiles using this identifier.

   6. Owner: Select a Sales Owner from the list (Enabled when the Owner OPERA Control is active).

   7. Active: Uncheck to inactive this Account profile; inactive profiles are excluded from searches by default.

   8. Protected: Select this check box to activate profile protection (Available when the Profile Protection OPERA Control is set to By Profile).

   9. Trace Code: Select an activity trace code to specify the standard Activities to be generated for the Sales Account (Available with the OPERA Cloud Sales and Event Management subscription).

   10. Restricted: Select this checkbox to mark the guest / contact profile as restricted.

       1. Reason: Select a restricted reason from the list.

8. Click Save.

Note:

When the Profile Protection OPERA Control is active you may be prevented from updating profile details; only users with the Override Profile Protection user tasks assigned their roles can override the protection status and update the profile. Refer to Configuring Profile Protection.

Table 2-4 Sales Account Profile Detail Links

Profile	Billing
Contacts	Accounts Receivable
Communications	Negotiated Rates
Channel Negotiated Rates	Financials
Delivery Types	Managing Travel Agent / Source Commission Details
Keywords
Preferences
Relationships
Sales Information
Subscriptions
Notifications	Stays
Attachments	Future and Past Stays
Notes	Future and Past Blocks