Opening existing Companies

  1. select the company in the list
    1. details are loaded in the right screen
    2. on the bottom, the edit button will be available:
  2. Click Edit Profile to open the detailed page
    1. The details are shown
    2. Managing details is the same as adding a new company (see below)

Adding a new Company

  1. Click the link
    1. A blank Company form is shown in the right screen
  2. Set the desired Name
  3. Set the desired Company ID
    1. ID can be a number (part of a sequence) or a text, this is free to the user
  4. Check/uncheck Active
    1. When checked, the Company is active and can be used in the PMS
    2. Default is active
  5. Check ‘Travel Agency’ if needed
  6. Select the desired Type from the list
    1. If the required Type is not on the list, use ‘Edit types’ to add the Type(s)
    2. When Edit types is closed and the Company form is visible again, the added Type will be selectable from the list
  7. Select the desired Market Segment from the list
    1. If the required Market Segment is not on the list, use ‘Edit segments’ to add the segment(s)
    2. When Edit segments is closed and the Company form is visible again, the added Market Segment will be selectable from the list
  8. Enter the contact and address details
    1. No contact or address fields are mandatory, except for ‘Country’
  9. Set the Currency
  10. Set the Discount, if needed
  11. Check the ‘Stay Tax included’, if needed
    1. This will only apply to Rate Plans where the stay tax is set as ‘per Customer’
  12. Set notes, if needed
  13. Click ‘Save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Company is closed
    4. The new Company is added to the list under ‘active’

Deactivating Companies

  1. In the list, click the Company that needs to be deactivated
    1. details are loaded in the right screen
    2. on the bottom, the edit button will be available:
  2. Click Edit Profile to open the detailed page
  3. Uncheck ‘Active’
    1. The checkbox is not blue anymore
  4. Click ‘Save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Company is closed
    4. The new Company is added to the list under ‘inactive’

Reactivating a Company

  1. In the list, under inactive, click the Company that needs to be activated
    1. details are loaded in the right screen
    2. on the bottom, the edit button will be available:
  2. Click Edit Profile to open the detailed page
  3. Check ‘Active’
    1. The checkbox is turned blue
  4. Click ‘Save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Company is closed
    4. The new Company is added to the list under active’

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