Company profiles in Rezlynx can be used for various purposes including adding to a reservation for reporting, invoicing to the company using the Sales ledger and for rate plan access.
To create a company profile you can head to the ID card icon, under Company and click create.
Enter the Required information into the various boxes.
The red stars are mandatory fields that must be filled in. These can be amended within your system configuration screen.
A Company reference needs to be given - this can either be manually entered which should be a maximum of 12 characters using an underscore for a space. We recommend something that is easily identifiable.
Alternatively they can also be auto generated by changing the configuration within ini settings. These auto generated references will be numerical.
Select the Company Type and the Market Segment it is normally associated with.
Enter the Company Name – this is what will appear on invoices and reports.
Enter any additional information such as Company Registration, Contact Profile or ABTA, ATOL and IATA numbers.
If post code search is enabled the 'search button will appear blue' and you can type the post code into the box and select search to find the address. You can also search by street name and change countries in this screen. You then need to find the address and click onto the line you wish to select. You can still manually over type if you need to do so.
Enter the company Telephone number and email address.
A Default Miscellaneous section appears on the right.
You can set a default Commission Rule so when attaching this profile as an agent or source to the booking it will pick up with default commission rule.
You can set a Default Rate Plan Code the company has access to.
You can set a Default Charge Routing Rule plan – so when you add this company as a ledger account the routing will already be in place.
The owner and room nights is used for Company Production purposes.
If your hotel is invoicing the company you can give it Credit Facility, a Global Credit Limit and be able to put a company on hold. You cannot invoice back to the Sales ledger in Rezlynx without the company having credit facility.
A Notes Tab is available for any general notes on the company.
Click Save.
Once saved additional Tabs appear on the profile.
A Statistics Tab – showing you the company production report for that company
An Activities Tab – to record sales activities
A Linked Profiles Tab – to link the company as a Parent or Subsidiary of another Company profile within Rezlynx.
If you link the company in this way additional options become available in the Credit Facility Section on the main screen.
The Options button shows additional options:
Show Accounts – taking you to the Sales ledger Account
Contacts – seeing which personal profiles have been linked to the company profile.
Rate Plan Access – seeing and assigning the rate plans the company has access to
Accounts Payable – where you enter the email address for the sales ledger invoice to be sent to.