Corporate/Wholesaler Sales Manager Getting Started Guide

Updated on Jul 17, 2024

Use the following article links to learn about common Sales Manager tasks and functions in RoomKeyPMS

Table of Contents

Corporate Accounts Overview
Create and Manage Corporate Accounts
How to Create and Manage OTA Accounts
Managing Corporate Reservations
Sales Manager Commission Tracking
Corporate Account Reports
Creating and Managing Wholesalers
Wholesaler Account Reports
Managing Wholesaler Reservations

📈Corporate Accounts Overview

Click below to view our videos:

🎦What are Corporate Accounts?

🎦What does a Corporate Account look like in RoomKeyPMS?

🎦How to Access the Corporates Module

📈Create and Manage Corporate Accounts

Click below to view our videos:

🎦How to Create a Corporate Account

🎦How to Attach a Corporate Account to a Rate

How to Attach a Rate to a Corporate Account Using the Rate Wizard

📈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

Click below to view our videos:

🎦How to Manage OTA Accounts

📈Managing Corporate Reservations

📈Sales Manager Commission Tracking

📈Corporate Account Reports

📈Creating and Managing Wholesalers

Click below to view our videos:

🎦What are Wholesalers?

🎦How to Create and Manage a Wholesaler Account

🎦How to Attach Rates to a Wholesaler Account

🎦How to Manage Wholesaler Blocks (Allotments)

How to Modify a Wholesaler Block

📈Managing Wholesaler Reservations

📈Wholesaler Account Reports

Wholesaler Related Reports

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Corporate/Wholesaler Sales Manager Getting Started Guide

📈Corporate Accounts Overview

📈Create and Manage Corporate Accounts

📈How to Create and Manage OTA Accounts

📈Managing Corporate Reservations

📈Sales Manager Commission Tracking

📈Corporate Account Reports

📈Creating and Managing Wholesalers

📈Managing Wholesaler Reservations

📈Wholesaler Account Reports

Important Notifications

RoomKeyPMS Settings

Corporate/Wholesaler Sales Manager Getting Started Guide

Heading anchor 📈Corporate Accounts Overview

Heading anchor 📈Create and Manage Corporate Accounts

Heading anchor 📈How to Create and Manage OTA Accounts

Heading anchor 📈Managing Corporate Reservations

Heading anchor 📈Sales Manager Commission Tracking

Heading anchor 📈Corporate Account Reports

Heading anchor 📈Creating and Managing Wholesalers

Heading anchor 📈Managing Wholesaler Reservations

Heading anchor 📈Wholesaler Account Reports

Important Notifications

RoomKeyPMS Settings

📈Corporate Accounts Overview

📈Create and Manage Corporate Accounts

📈How to Create and Manage OTA Accounts

📈Managing Corporate Reservations

📈Sales Manager Commission Tracking

📈Corporate Account Reports

📈Creating and Managing Wholesalers

📈Managing Wholesaler Reservations

📈Wholesaler Account Reports