Managing Profile Routing Instructions

Prerequisites for Managing Profile Routing

Routing instructions transfer charges to a billing window for the associated profile (a company, agent, source, or contact profile). This transfer happens automatically.

For example, a company books a conference at your property and wants to put employee room and tax charges on its account. You create the company's profile and routing instructions and assign room and tax transaction codes to the routing instructions. As each employee makes a room reservation, you create the employee guest profile, and the routing instructions will be applied when the company profile is attached to the reservation. Routing instructions will be applied to the reservation as soon as the appropriate company, agent, source, or contact profile is attached to the reservation, as long as the Auto Populate Routing check box is selected.

You can associate a company, agent, source, or contact profile with a reservation at the time of booking using the Look To Book sales screen Look To Book sales screen or later via Linked Profiles.

Adding Default Routing

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To... or open the profile and click the Financials link in Profile Presentation.

4. Click New and then select a property.

5. On the Search and Select Routing Instructions screen, search for routing codes and/or transaction codes.

6. Select one or more Routing Codes or Transaction Codes from the Available list and then click > to move to the selected panel.

7. For Auto Populate Routing, click to attach the routing instructions to any new reservations.

8. For Payment Method, select a payment method from the list.

Editing Default Routing

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To... or open the profile and click the Financials link in Profile Presentation.

4. Enter search criteria and click Search.

5. Click Vertical ellipsis, click Edit.

6. Update routing.

7. Click Save.

Deleting Default Routing

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To... or open the profile and click the Financials link in Profile Presentation.

4. Enter search criteria and click Search.

5. Click Vertical Ellipsis, click Delete.

6. Click Delete to confirm.

• Prerequisites for Managing Profile Routing