Use the following article links to learn about common Sales Manager tasks and functions in RoomKeyPMS
Table of Contents
📈Corporate Accounts Overview
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📈Create and Manage Corporate Accounts
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📈How to Create and Manage OTA Accounts
You can use the Corporates module to manage Online Travel Agents (OTA's) like Expedia and Booking.com. Follow the steps below to create OTA accounts, including room & tax routing and automatic reservation notes using the Attach Note field. NOTE: if an OTA has two or more billing methods, we recommend you create an account for each method. For example:
- Expedia.com Hotel Collect
- Expedia.com Prepaid
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📈Managing Corporate Reservations
- How to Create a Reservation for a Corporate Guest
- How to Check-Out a Reservation to the City Ledger (ie: Direct Bill)
- How to Transfer Charges to the City Ledger after Check-Out
- How to Fix Incorrectly Transferred Charges to the City Ledger
- How to fix a Guest Folio Charge that should have gone to the City Ledger
- How to tell if a Group, Wholesaler or Corporate Account was Properly Setup for City Ledger Billing
📈Sales Manager Commission Tracking
📈Corporate Account Reports
📈Creating and Managing Wholesalers
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📈Managing Wholesaler Reservations
- How to Create a Reservation for a Wholesaler Account
- How to Check-Out a Reservation to the City Ledger (ie: Direct Bill)
- How to Transfer Charges to the City Ledger after Check-Out
- How to Fix Incorrectly Transferred Charges to the City Ledger
- How to fix a Guest Folio Charge that should have gone to the City Ledger
- How to tell if a Group, Wholesaler or Corporate Account was Properly Setup for City Ledger Billing