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.

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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 or previously selected Presentation Panel Tab are displayed. For more information, see Presentation Pages.
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 / IATA Number: Enter a Corporate ID / IATA Number. IATA number is validated when the IATA Validation OPERA Control is active. When the Allow Duplicate IDs OPERA Control is active, multiple profiles with the same CORD ID or IATA Number are permitted. You can search for Sales Account profiles using this identifier. 

   6. Industry: Select an industry code from the list. See Configuring Industry Codes.

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

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

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

   10. 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).

   11. 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 2-3 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
Forecast
Keywords
Preferences
Relationships
Sales Information
Subscriptions
Notifications	Stays
Attachments	Future and Past Stays
Notes	Future and Past Blocks
Emails