In R4A, Maintenance > Organisations Maintenance > Add New > Enter Code, Organisation Name, Select Role, Commission, Credit Status, Default Currency > Save.
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Origins (Quick Ref : Settings / Organisations / Add)
From the Settings Menu, select Organisation and click on Add New Organisation
Org Details Tab
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Add Organisation Code (mandatory and unique)
Add Organisation Name (mandatory and unique)
Select one or more Organisation roles
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Organisations can belong to one or more of the following : |
4. Choose the default Currency
5. Add the 6 optional fields (Phone, Fax, Email, CC Email, Website and ABN). Each field will validate the information entered to ensure the format is correct
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6. Add the Address and Postal address (all optional)
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7. Add the Organisations preferred Pickup location (optional)
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Agent Spec
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Select up to 1 Agent Type group, and up to 1 Agent Category per organisation (optional)
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Advanced Tab
Add Terms and Conditions
This is the field where this Organisation's Travel Terms and Cancellation Policy information should be included. This information is displayed in the Online Booking Process, and included in the Passenger Confirmation PDF.
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Add Financial values
Select the Owner (Financial Entity) from the list
Select a Credit Status
Add Commission percentage
Add your GL code
Select the Payment Terms (number of days) that will be displayed on Invoices
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