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    Support Home Property Management System Setup Company Company

    Company

    Setup a Company in RMS.

    Decision Tree

    A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.
     

    • Information
    • Setup
    • Add Button

    Information

    A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

    Company Groups can be setup with a Master Company and Branch Offices with the option to have all Accounts Receivable Tax Invoices directed to the Master Company.

    Company Rates can be used to limit the Rate Types available to a Company based on any contracts or negotiations.

    Associated Guests can be added to a Company and will populate the preset Company information when added to a reservation.

    Company Contacts can be added to simplify managing correspondence with the business.

    Corporate Portal access can be granted to enable a Company to create or manage their own reservations based on the configured options.

    Documents can be uploaded to and viewed on a Company to record contracts, received correspondence external to RMS or other related documentation.

    Credit Card Tokens can be created on a Company and used for payment processing on Company Reservations or Accounts Receivable when using a Payment Gateway with RMS.


    Users will require Security Profile access to use these features.


    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Company in RMS.
    2. Select the 'Add' icon.
    3. Navigate to the 'Company Details' tab.
    4. Enter the Company Name.
    5. Enter the Company Contact Information.
    6. Optional: Navigate to the 'Extra Details' tab.
      1. Optional: Select a Market & Sub Market Segment.
      2. Optional: Select a Grouping.
      3. Optional: Select an Account Type.
      4. Optional: Select a Booking Source.
      5. Optional: Select a Colour.
    7. Navigate to the 'Bill To/Credit Hold' tab.
    8. Select the Bill To for each Account Type.
    9. Optional:Select the toggle 'Credit Hold'.
      1. Optional: Enter a Credit Limit.
      2. Optional: Enter a Credit Term.
    10. Save/Exit.

    Options selected on the 'Extra Details' tab will be used to auto-populate in the related fields on the Reservation Screen when this Company is selected.

    The colour selected will be used to display Reservations in the corresponding Company Colour when that view option is chosen on the Booking Chart.

    All newly created companies will default to being on 'Credit Hold'. Disabling the Credit Hold will enable this Company to be used with Accounts Receivable.

    The Bill To options selected on a Company will be used by default on the Reservation when that Company is selected.


    • Guide
    • Add Button

    Guide

    Go to Setup > Company in RMS.

    Select the   'Add' icon.

    Navigate to the 'Company Details' tab.

    Enter the Company Name.

    Enter the Company Contact Information.

    Optional: Navigate to the 'Extra Details' tab.

    Optional: Select a Market & Sub Market Segment.

    Optional: Select a Grouping.

    Optional: Select an Account Type.

    Optional: Select a Booking Source.

    Optional: Select a Colour.

    Navigate to the 'Bill To/Credit Hold' tab.

    Select the Bill To for each Account Type.

    Optional: Select the toggle 'Credit Hold'.

    Optional: Enter a Credit Limit.

    Optional: Enter a Credit Term.

    Select  'Save/Exit' to store the changes made and leave the setup.

    This Company will now be available for selection on reservations.

    This content will be shown (depending on) when button above is clicked

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Company in RMS.
    2. Select the 'Add' icon.
    3. Navigate to the 'Company Details' tab.
    4. Enter the Company Name.
    5. Enter the Company Contact Information.
    6. Optional: Navigate to the 'Extra Details' tab.
      1. Optional: Select a Market & Sub Market Segment.
      2. Optional: Select a Grouping.
      3. Optional: Select an Account Type.
      4. Optional: Select a Booking Source.
      5. Optional: Select a Colour.
    7. Navigate to the 'Bill To/Credit Hold' tab.
    8. Select the Bill To for each Account Type.
    9. Optional:Select the toggle 'Credit Hold'.
      1. Optional: Enter a Credit Limit.
      2. Optional: Enter a Credit Term.
    10. Save/Exit.

    Options selected on the 'Extra Details' tab will be used to auto-populate in the related fields on the Reservation Screen when this Company is selected.

    The colour selected will be used to display Reservations in the corresponding Company Colour when that view option is chosen on the Booking Chart.

    All newly created companies will default to being on 'Credit Hold'. Disabling the Credit Hold will enable this Company to be used with Accounts Receivable.

    The Bill To options selected on a Company will be used by default on the Reservation when that Company is selected.


    • Guide
    • Add Button

    Guide

    Go to Setup > Company in RMS.

    Select the   'Add' icon.

    Navigate to the 'Company Details' tab.

    Enter the Company Name.

    Enter the Company Contact Information.

    Optional: Navigate to the 'Extra Details' tab.

    Optional: Select a Market & Sub Market Segment.

    Optional: Select a Grouping.

    Optional: Select an Account Type.

    Optional: Select a Booking Source.

    Optional: Select a Colour.

    Navigate to the 'Bill To/Credit Hold' tab.

    Select the Bill To for each Account Type.

    Optional: Select the toggle 'Credit Hold'.

    Optional: Enter a Credit Limit.

    Optional: Enter a Credit Term.

    Select  'Save/Exit' to store the changes made and leave the setup.

    This Company will now be available for selection on reservations.

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