Create corporate customers
With the GolfSuite you have the possibility to manage companies as customers or companies as members. You can therefore create these in two different categories.
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Please note that you can only complete the process after you have entered all the necessary fields. As soon as this has been done, the button |
Adjusting the address range of company invoices
You can send a company an invoice in which you can specify a direct contact person (at H of Mr. Mustermann). The "Delivery instruction" field is used for this purpose.
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The recipient is set if you want to create and deposit the invoice with the company, but would like to send it to another person/company/hotel/agent, and so on. If you use the Recipient field, the name of the customer/company is overwritten. |
Create sales agent
To be able to create an agent (hotel, travel agency, etc.), you must first be in the customer administration → Overview.
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Then the usual process occurs, where you continue with creating the corporate customer according to the color scheme:
Search for intermediaries/companies
After you have finished with the company's system, you can immediately view/check/edit it in the customer overview:
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