At least one Client Type must be attached to each distribution channel to make a rate plan bookable. This article shows you how to create and manage client types, including:
How To Access Client Types from the Rate Wizard
In the Rate Wizard Module
- Select the CLIENT TYPES button
The Client Types window will appear
How To Create a New Client Type
In the Client Types window
- Select the New button
- Complete the following fields in the General tab:
- Enter the client type Code
- Enter the client type Name
- Use the Function drop-down menu to select the applicable client type function
- Select the Post button
How To Edit an Existing Client Type
In the Client Types window
- Select the Client Type
- Select the Modify button
- Make the applicable changes in the General tab
- Select the Post button
How To Delete a Client Type
In the Client Types window
- Select the Client Type
- Select the Delete button
- In the Confirm window, select the Yes button
How To Activate/Deactivate a Client Type
In the Client Types window
- Select the Client Type
- Select the On/Off button
- In the Confirm window, select the Yes button
- If the selected client type is not active, this Confirm window will ask: "Change status to Active?"
- if the selected client type is active, this Confirm window will ask: "Change status to Not Active?"
