Industry Codes

Sales information can be provided on company, travel agent, source, and contact Profile screens, primarily on the Sales Info tab. Industry codes can also be provided for the group profile on the Group Profile main grid. This information can assist Sales Managers in decision-making and can be used as filters in preparing sales reports.

Use industry codes to describe the core business of an account. Select Configuration>Profile>Sales Information>Industry Codes to set up industry codes. The Industry Codes screen appears.

The Industry Codes screen shows the following information.

Code. Code that represents a type of industry.

Description. Description of the industry code.

Seq. Number that controls the position of the industry code in displays.

Adding and Editing Industry Codes

To create a new industry code, select the New button from the Industry Codes screen. To modify an existing industry code, highlight your choice on the Industry Codes screen and select the Edit button. The Industry Codes- New or Industry Codes- Edit screen appears. You may also inactivate and delete unused industry codes.

Provide the following information and select the OK button.

Code. Enter a code for the industry (for example, HC for health care, FIN for finance, ENT for entertainment, TECH for technology, etc.).

Description. Enter a description for the industry code.

Display Seq. Enter a number that will control the position of this industry code when listed in screen displays. Industry codes that do not have a display sequence number appear in alphabetical order following the industry codes that have a sequence number assigned.

Inactive. Select this check box to inactivate the current industry code. Leave unchecked for active codes. You can also inactivate a code from the main grid by highlighting the code and selecting the Inactivate button. Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries. If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.

Button Functions

Search. Select to search for the Industry Codes based on the search criteria that has been entered.

Move Up. Select to move the Industry Code up in the display sequence.

Move Down. Select to move the Industry Code down in the display sequence.

New. Select to create a new Industry Code.

Edit. Select to edit the highlighted Industry Code in the grid.

Inactivate. Select this button to inactivate the highlighted code in the grid.

You can also inactivate a code from the Industry Codes - New or Industry Codes - Edit screens by selecting the Inactive check box.
Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries.
If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.
Inactivated sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Delete. This button displays when the Show Inactive check box is selected in the Search criteria and only inactive codes display in the grid.

If you want to delete the highlighted inactive code, select the Delete button. If the highlighted code is still associated with a past or future profile, you will see the message, "Cannot delete. Record has dependent records." In this case, you must first go to the specific profile screen and delete the code from the corresponding field.
Deleted sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Close. Select to exit out of the Industry Codes configuration screen.