Managing a Sales Account Profile

Editing Sales Accounts

Sales Account Profiles are companies, travel agents, and (booking) sources. In MultiProperty operations profiles are shared across all properties when profile sharing is active; ensuring details, such as negotiated rates, notes, and attachments are available to users in all your properties.

Revenue production is tracked against the various profiles linked to a reservation (either guest or group and event billing masters) or block. When the Relationship OPERA Control is active, you can aggregate room night and revenue production from subsidiary accounts on a parent sales account. For more information, see Managing Profile Relationships.

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.

When the Profile Protection OPERA Control is active you might be prevented from updating profile details. Only users with the Override Profile Protection task assigned their roles can override the protection status and update the profile. For more information, see Configuring Profile Protection. 

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

2. View By: Select Company, Agent, Source from the list.

3. Enter additional search criteria, click Search.

4. Select the profile from the search results, click the Profile Name, or click I Want To . . . and go to the Profile.

5. On the Profile Presentation page, click the I Want To . . . action to perform additional actions on this profile.

   Note:

   Details panels selected in the default presentation style are displayed. Click View to select a different presentation style or Customise View to select the detail panels to display. All Profile detail links are available to view and update related profile details. See the Sales Account Profile Detail table below.
6. Overview Panel

   Note:

   This panel can be customized; the fields available may vary.

   1. Click Edit

      1. Update the details. See Creating a Sales Account Profile.

         Click Save.

7. Profile Details Panel

   Note:

   This panel can be customized; the fields available may vary.

Table 2-3 Sales Account Profile Detail Links

Profile	Billing
Contacts	Accounts Receivable
Communications	Negotiated Rates
Channel Negotiated Rates	Financials
Delivery Types	Commission
Forecast
Keywords
Owner Referrals
Owner Records
Sales Information
Subscriptions
Notifications	Stays
Attachments	Future and Past Stays
Notes	Future and Past Blocks
Emails