You can create profiles within the system for People or Companies.
Company profiles in Guestline 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.
Create a Company Profile
You will notice Mandatory fields marked with a red star in this section. You can change these Mandatory fields by navigating to:
System, System, then Mandatory fields.
To create a Company Profile, follow the steps below:
Navigate to Profiles, Companies, then select Create Company Profile.
Select the Details tab.
Complete the Company information, including:
Company Ref
Company Name - This will appear on invoices and reports.
Complete the Address information, including:
Address details - This will appear on invoices and reports.
Post Code - Click search to find the postcode and auto-populate the address details, if required.
Complete the Contact information, including:
Telephone Number - Complete this to help your finance team chase any outstanding payments in future.
Email Address - Provide a unique email.
If required, you can select to Apply Folio Styles.
Complete the Default & Misc information, including:
Default Commission Rule - When attaching this profile as an agent or source to the booking, it will pick up this default commission rule.
Default Rate Plan Code - The company has access to this rate plan.
Default Charge Routing Rule - When you add this company as a ledger account, the routing will already be in place.
Owner and room nights - Used for Company Production purposes.
If required, complete Credit information, including:
Global Credit Limit: Set a maximum credit limit, and if this is exceeded, a warning is shown on screen to the user.
Credit Facility: Select to allow credit facility. This must be selected if you want to send charges to the Companys' ledger.
Hold: Select to place the company on hold from receiving any further credit.
If required, complete Attributes for the company.
Select the Notes tab, to add any general notes about the company.
Once set as required, click Save.
Once saved, additional tabs become available on the profile:
Statistics tab: Shows the company production report for that company.
Activities tab: Used to record sales activities.
Linked profiles tab: Link the company as a Parent or Subsidiary of another Company profile within Guestline Rezlynx. If you link the company in this way, additional options become available in the Credit Facility Section on the main screen.
Once saved, the Options button provides access to:
Show Accounts - Takes you to the Sales ledger Account.
Contacts - Shows which personal profiles have been linked to the company profile.
Rate Plan Access - View and assign the rate plans the company has access to.
Accounts Payable - Enter the email address for the sales ledger invoice to be sent to.