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10.1. Business / Property

The Details tab records general information for a business or property.

A business is the holding company or principal organisation for which details are stored in Censys. Business details that can be recorded include: contact address and telephone numbers, system users linked to the business and general notes.

A property is the term used for a location, camp or site where guests can be accommodated. Properties consist of multiple accommodation types. Properties setup here are displayed on the calendars. Property details that can be recorded include: contact details (such as address, telephone and e-mail), calendar notes (a description of the property available when the mouse is pointed at the property name on the availability calendar), terms and conditions (predefined notes that can be printed on system-generated documentation) and system users linked to the property.

Businesses and properties created here are listed as options to setup as the 'principal' and the 'Reservations Office' on the default table.

 

To Create a business/property:

Enter the details required and click the Save toolbar button to add this record to the business/property structure.

To Edit the business/property:

Click the Edit button on the toolbar, make the required changes and click Save to record the changes.

To Save the business/property:

After creating or editing a record click Save on the toolbar to record the changes.

To Delete the business/property:

Click the Edit button on the toolbar to access edit mode. Click the Delete button on the toolbar to delete the record.

Working with inactive records:

If a deleted record has not been used within the system it will be permanently deleted. If the record has been used within the system before it is deleted, on deletion it will be flagged as 'inactive', this means it will remain visible on the code table for reporting and auditing purposes but will not be available in future selections within the system. An inactive record can be re-activated by changing the record status to active when in edit mode (the status option is only available once a record has been flagged 'inactive').

Tips and Shortcuts

  • To add more then one telephone number to a contact, click the telephone directory next to the telephone field.
  • To send an e-mail this contact, click the e-mail icon next to the e-mail contact field,
  • To access the website, click on the globe next to the web address field.

Terms and Definitions

Name A free format field to enter the business/property name.
Abbreviation An abbreviation field for reporting and display purposes. Where a property name exceeds 25 characters, the abbreviation will be shown on the calendar. The abbreviation is limited to 5 characters.
Property Ticking this checkbox signifies that this unit is a property. Flagging a unit as a property means that accommodation units can be added to the property and rates can be set for the accommodation units (on the Rates tab).

Once a property is saved, the checkbox becomes inactive. To delete the property select the Delete button from the toolbar, this will delete the property and all accommodation units allocated to this property.
Email The primary email for the unit. Clicking the email icon to the right of the field will open an email addressed to the unit. For a unit to be allocated as the Reservation Office (on the default table) it must have an email address.
Telephone This field displays the telephone number of the property. Clicking the directory to the right of the telephone field will open the telephone directory where other contact numbers can be edited. For a unit to be allocated as the Reservation Office (on the default table), it must have a telephone number.
Web address Enter the web address for the unit, for example: www.amanzico.com. Clicking the icon to the right of the field will open the website in a new window. The unit allocated as the 'Principal' on the default table uses this field to provide the link for the 'Visit our Website' from the Information menu.
Billing Indicator This check box signifies whether the entry represents a business unit in whose name invoices are generated, for example: where the properties are not billing entities, but the parent business unit is. The system generates an invoice in the closest parent 'billing indicator', i.e. it refers to the closest 'parent' that is a billing unit and uses the respective unit name and VAT number. When a unit is flagged as a billing unit: home currency, registration number, VAT number and bank account details can be allocated.
Home currency The official currency for a property.
Reg number A free format field for the business unit registration number, the number entered here is displayed on documentation headers as the company registration number.
VAT number The VAT number that may be required to print on invoices. It is only applicable to billing business units and even on those records it is not mandatory because possession of a VAT number is not always obligatory.
Bank details Multiple bank accounts can be allocated to a billing unit. To add a bank account to a billing unit, click the Allocate Bank button (a list of Banks stored in the Bank code table is displayed), from the pop-up click on the required bank to add to the property. Once the bank is added, a delete button is available to remove the bank.
Linked address To prevent tedious retyping of address details shared by units, a unit can have an existing address linked to it. Click on the Set Linked Address button and from the pop-up select the unit with the source address. The linked address will be displayed for the current unit but can only be edited on the source contact record. Once a linked address is applied to remove the link, click the Remove Linked Address button.
Postal address If no linked address is applied to a unit, the postal address details can be captured and edited directly on the record. Records displayed in the country drop down are being called from the Country code table.
Physical address If no linked address is applied to a unit, the physical address details can be captured and edited directly on the record. Records displayed in the country drop down are being called from the Country code table.

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