Create a Sales Account Profile
00:06
In this video, you will learn how to create a sales account profile.
00:10
A sales account refers to a company, travel agent, or any booking source and is used to
00:16
track statistics for the business. Let's get started.
00:20
In OPERA Cloud go to Client Relations, Profiles, and then select Manage Profile.
00:26
Next, I click the I want to menu, and then click to create a travel agent profile.
00:33
Enter the travel agent name, and any other optional information.
00:39
Click the magnifying glass to select a communication type from the list.
00:43
In this example, I select business phone number and then click select.
00:48
Now, I enter the phone number and the email address.
00:54
Then, I enter the address details. Now, I can select one of the following options;
01:00
to save the profile and add more details, to save and create linked profile, or save.
01:06
In this example, I click save profile and add more details.
01:11
Now, on the travel agent profile I can access any of the detail links to add or edit the details.
01:22
With an OPERA Cloud Sales and Event Management subscription,
01:26
Sales information can be added to Company, Travel Agent, Source, or Contact profiles.
01:32
Click the Sales Information link and then click edit to enter the details.
01:37
Now, select the magnifying glass next to each option to select the relevant
01:41
details for this sales account profile. You can select any of the following options:
01:47
territory, priority, business potential, account type, business segments, industry,
01:54
account source, mail action, competition, scope, or the scope city.
02:01
You can use these fields as filters and view the data in
02:04
sales reports to analyze and assist in the sales decision-making.
02:08
And click Save. Click close.
02:12
Let's take a look at negotiated rates. Any profile type can have negotiated rates,
02:18
however negotiated rates are typically associated with companies,
02:22
travel agents, or booking sources with an ongoing relationship or agreement with the property.
02:30
When an agent creates a reservation using the Look to Book Sales screen,
02:34
any negotiated rates associated with the linked profiles display to ensure
02:38
the contracted rate is quoted to the customer. If OPERA Cloud is configured for multiple
02:44
properties, then you can select negotiated rates at one property and distribute
02:49
the rates to the other properties. I can search for rate codes associated
02:52
with a property or as in this example, I can assign a negotiated rate code to the profile.
02:59
Click New, and then click the rate code magnifying glass to select a rate code from the list
03:10
and then click select. I can change the start or end dates,
03:14
or change the sequence order for the rate code to display and then click Save.
03:19
Now, let's take a look at Financials for this sales account.
03:23
Click the Financials link.
03:28
Click the vertical ellipse and then click edit.
03:31
Now, I can setup default charge routing instructions for this sales account.
03:35
Routing instructions automatically transfer charges to a billing window
03:38
for the associated profile. A typical scenario for this option
03:42
is to select the routing codes that will automatically transfer the accommodation
03:46
charge to a separate billing window. I search for the available routing
03:50
or charge codes on the left and then select by clicking the right arrow.
03:55
Next, select a payment method from the drop-down list, and update any additional information.
04:02
Select the Auto Populate Routing check box if you want to automatically apply
04:06
these routing instructions to all new reservations linked to
04:09
this this profile . And then click Save.
04:13
Now the default routing instructions are saved to this sales account profile.
04:21
Click close.
04:22
Now, let's take a look at how to add notes to the sales account profile.
04:28
Click the Notes link. Click New.
04:30
Change any of the information and then add the note text in the comment field and click save.
04:37
The note displays, select the vertical ellipse to edit or delete the note.
04:43
To see more actions related to this profile, click the I want to menu.
04:47
Now, I can create a new activity, reservation, or block for this profile.