Businesses/Companies can have their own Corporate Record created.
Any reservation created with a Corporate Record, will have the Employee
details stored within the Corporate reservation.
1 Business Setup
To have the Company Name display within the Guest Folio Client Details:
Click Setup from within the Menu Bar.
Click Business Setup – 1. Business Info, click the Preferences Tab.
Activate the Show Company Name field.
Press Submit and return to the Availability Grid.
2 Client Editor
Expand Client Editor Panel.
Click Add and select the Client Type – Business
3 Business Details
Enter in the Business Name, Address Details.
Select the Business Type. Select Corporation for each standard business that
books with your property.
Select the Time Zone that reflects the Business’s time zone.
4 Account Receivable
If the business is to have an AR Account, turn on Activate Account Receivable.
An AR Account will be created under the Business’s name within Accounts.
NOTE: If an AR Account is activated, that will require a Credit Limit, it needs to
be entered within Account Editor.
Click Account from the Menu Bar.
Within Account Manager, search for the Business.
Change to the Account Editor tab to enter in the Account Credit Limit.
Businesses/Companies can have their own Corporate Record created in RezExpert.
This will allow you to create Corporate Reservations for the business and store the staying Employee’s details, if required.