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.
-
From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
-
View By: Select Company, Agent, Source from the list.
-
Enter additional search criteria, click Search.
-
Select the profile from the search results, click the Profile Name, or click I Want To . . . and go to the Profile.
-
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. -
Overview Panel:
-
Click Edit and update the profile details.
-
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. -
-
Profile Details Panel: Click Edit and enter the following details:
Note:
This panel can be customized; the fields available for update may vary.-
Name1: Enter Company, Travel Agent, Source name.
-
Name2: Enter second line of account name.
-
Name3: Enter third line of account name.
-
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.
-
Corp ID: Enter a Corporate ID / IATA number; you can search for Account profiles using this identifier.
-
Industry: Select an industry code from the list. See Configuring Industry Codes.
-
Owner: Select a Sales Owner from the list (Enabled when the Owner OPERA Control is active).
-
Active: Uncheck to inactive this Account profile; inactive profiles are excluded from searches by default.
-
Protected: Select this check box to activate profile protection (Available when the Profile Protection OPERA Control is set to By Profile).
-
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).
-
Restricted: Select this checkbox to mark the guest / contact profile as restricted.
-
Reason: Select a restricted reason from the list.
-
-
-
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 |
---|---|
Managing Travel Agent / Source Commission Details | |
Notifications |
Stays |
Future and Past Blocks |
Related Topics