Creating a Sales Account Profile

Sales Account Profiles are companies, travel agents, and (booking) sources. When profile sharing is active in multi-property operations, profiles are shared across all properties, ensuring details, such as negotiated rates, notes, and attachments are available at all properties.

When the Profile Name Validations OPERA Control is active, a check is performed to ensure the correct profile type was selected for the name entered; for example Oracle must be created as a Company profile. For more information, see Configuring Profile Name Validations.

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Revenue production is tracked against the various profiles linked to a reservation (either guest, or group, and event billing masters).

Note:

If the Company or Travel Agent is greater than 40 characters, use the Name2 and Name3 fields for the additional name details.

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

2. Click the I Want To . . . action and select Company Profile, Travel Agent Profile, or Source Profile.

3. Complete the Primary Details panel.

   1. Name: Enter the company, travel agent, or source name.

   2. Alternate Name: Click to enter an alternate name (non-western characters) for the Sales Account (available when the Multi-language OPERA Control is active). You can search for the profile using the name entered and output this name on stationery.

      1. Alternate Name: Enter the name of the Sales Account in the national character set

      2. Alternate Language: Select a language from the list

      3. Click Save.

   3. Name2: Enter additional profile name details.

   4. Name3: Enter additional profile name details.

   5. Language: Select a language from the list. When the Multi-language OPERA Control is active, all stationery is generated in this language.

   6. Owner: Select a sales owner the Sales Account (available when the Owner OPERA Control is active).

   7. Trace: Select an Activity trace code from the list to specify standard activities to be created for this sales account. (Available when the Auto Traces OPERA Control is active). For more information, see About Sales Activities Auto Traces

4. Phone, Email Section

   1. Add Phone and Email contact details.

   2. Click Add Rows to add additional rows.

   3. Select Primary for the primary email and phone contact details.

   4. Refer to: Adding Profile Communications.

5. Address

   1. Add Address details.

   2. Click New to add additional address details.

   3. Refer to: Adding Profile Communications.

6. Click Save to save and close or Save and Add More Details to save and open the Profile Presentation page. Click Save and Create Linked Profile to create and link a Contact Profile to the sales account.