Configuring Company Types

Prerequisites for Company Types

Company Types categorize the types of sales accounts (companies and travel agents) for reporting purposes.

Adding Company Types

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

2. Click New and complete the following.

   1. Code: Enter an alpha-numeric code for the company type

   2. Description: Enter a description for the company type.

      1. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).

   3. Sequence: Enter an optional Sequence.

3. Click Save to save and exit, or click Save and Continue to save this company type and add another.

Editing Company Types

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

2. Enter search criteria and click Search.

3. Select a company type in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the configuration

5. Click Save.

Deleting Company Types

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

2. Enter search criteria and click Search.

3. Select a company type in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm