Features
What you get with this outcome
Build on a Rock-Solid Foundation
Your Kaptio implementation starts here. Get organizational structure, currencies, tax, and channels right—and everything else flows smoothly. Whether you're a single-brand operator or a complex multi-entity enterprise, the foundation you build determines your platform's flexibility and scalability.
Organization Structure
Model your business as Business Units and Sales Channels that mirror how you actually operate. From single-entity setups to complex multi-brand configurations, Kaptio adapts to your organizational reality.
- ✓Business Units for distinct P&L centers
- ✓Sales Channels for B2B, B2C, Web, Agent pathways
- ✓Flexible enough for M&A activities
- ✓Property-level or regional segmentation
Currency & Exchange Management
Define your cost currencies, selling currencies, and exchange rate management strategy. Support global operations with multi-currency books and FX hedging.
- ✓Multiple cost and selling currencies
- ✓Currency books per Business Unit
- ✓Manual or integrated exchange rates
- ✓Buy-rate and sell-rate separation
Tax Configuration
Set up tax profiles and tax groups to handle inclusive or exclusive tax models, VAT on commissions, and jurisdiction-specific requirements.
- ✓Inclusive or exclusive tax handling
- ✓Tax profiles per Business Unit
- ✓VAT on commission support
- ✓Tax group hierarchies
Visual coming soon
security-model-setup
Users & Security Model
Create users and apply the Kaptio standard security model — OOB roles, profiles, and permission sets proven across all customer implementations. The standard model is shared before the foundation workshop for review. If modifications are required, they are handled through the separate Secure Platform Access outcome.
- ✓Kaptio standard security model applied (OOB)
- ✓Roles, profiles, and permission sets configured
- ✓Feature-level access for sales, ops, management, finance
- ✓Data visibility rules for business units
- ✓Model shared before workshop for customer review
User Journey
Step-by-step flow from start to finish
🗺️User Journey Flow
Follow the steps from start to finish
Implementation Plan
How to implement this outcome
📅 Project Overview
Discovery
2-3 days- • Document Business Unit requirements
- • Define Sales Channel structure
- • Identify currency and tax needs
- • List initial user roles
Configuration
3-5 days- • Create Business Units
- • Configure Sales Channels per BU
- • Set up currencies and FX rates
- • Configure tax profiles per BU
- +1 more tasks
Validation
1-2 days- • Test login for each user type
- • Create test booking per channel
- • Verify currency conversion
- • Confirm tax calculation
Resources
Configs, tools, and documentation to help you
🔧 Tools
Gold Org Configurator
Deploy curated golden configurations and data packages to Salesforce orgs. Export org data, import configurations, and manage data migrations between environments.
Kaptio Core Health
Monitor the health and configuration of Kaptio customer orgs. Track API usage, sync status, license utilization, and identify configuration issues across all environments.
Schema Explorer
Interactive data model explorer for the Kaptio platform. Browse objects by domain, visualize relationships, and understand the data structures that underpin each outcome.
📘 Guides
🗺️ Data Model
Common Pitfalls
Avoid these implementation mistakes
Starting too simple when M&A is on the horizon—adding Business Units later is harder than planning upfront
Mixing legal entity with Business Unit decisions—keep them separate (BU = P&L, not legal structure)
Over-complicating channels—start with go-live channels only, add more later
Skipping tax profile validation—incorrect tax handling causes invoice issues post-launch
Not testing currency conversion end-to-end—FX rate gaps surface in financial reporting