Configuring Sales Account Types

OPERA Cloud provides the ability to draw statistics about revenue, room nights, and so on. For example, you could learn if the business is from a local business or an international business from reports such as Account History and Forecast, Account Hierarchy, Profile Production Statistics, and Profile Productivity LOS Reports. To use this feature, the sales account profile types (Company, Agent, Source) must have an account type selected in the Sales Information panel.

Adding Account Types

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.

2. Click New and enter the following details:

   1. Code: Enter an alpha-numeric code.

   2. Description: Enter a Description.

   3. Manage Translation: Manage Translations (available when the Multi Language OPERA Control is active). Click to open the multi-language descriptions screen and configure a language translation for the description.

   4. Sequence: Set an optional sequence.

3. Click Save to save and exit or click Save and Continue to save the account type and add another.

Editing Account Types

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.

2. Enter search criteria and click Search.

3. Select the account type, click the vertical ellipsis Actions menu and select Edit.

4. Update details.

5. Inactive: Select the make the Account Type inactive.

6. Click Save.

Deleting Account Types

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.

2. Enter search criteria and click Search.

3. Select the account type, click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.