Adding a company
You can add new, edit or deactivate companies from the list on the Companies tab within Guests list.
To add a new company select +New Company button and fill-in info and details.
Once created, the company will be listed, company data can be edited, company deactivated and only if there are no active contracts or active bookings with this company as a booker, also deleted.
Creating contracts
It is possible to create a contract or several contracts related to a company, with previously set rules. Details are visible within company details, as well as on the contracts list.
Contracts should have validity period and period of stay filled in the form, rate plan, sales channel, services or meals selected, discounts and routing rules applied, etc.
Adding a booking with a contract
When adding a new booking, by choosing sales channel, company and contract from the drop-down menu, previously set rules are applied. For example:
Booking added with company as a booker will have Billing information details automatically set, all previously defined rules applied and the name of the contract visible on the reservation details.
Filter reservations by contract
On the reservations list, by choosing a contract name, you can filter and search all reservations created with that contract.
