About Central Sales

Prerequisites for Central Sales

With an OPERA Cloud Service Central Management Services subscription and the Central Sales OPERA Control active, you can perform sales related tasks from an above-property Central Sales hub location. For each central sales hub created, a pseudo Central Sales property is used for managing leads and sales activities. Based on the roles granted, you can access other functionality such a managing sales accounts, viewing Property Availability, Functions Diary or Group Rooms Control for properties allocated to the sales hub. You can customize your dashboard with the Block Overview, Sales Activities, Appointments, and To Do tiles for the central sales property.

Note:

The central sales property uses your local system date and time rather than a business date and shares global configuration (such as profile, geographic and block status) with all OPERA Cloud Foundation properties in the tenancy.

In order to use Central Sales, the following configuration is required:

Table 2-5 OPERA Cloud Central

Area	Actions to Complete	Notes
Central Sales Hub	Configure one or more central sales hub and provision the central sales (pseudo) property "CSP" for the sales hub. Select properties to assign to the sales hub. See Configuring Hubs.	Central sales pseudo-property auto-provisioning can take several hours to process after which time the property must be configured with minimal setup for sales operations. Once complete, the pseudo-property must be configured.
Users	Assign central sales hub(s) to sales users. Update Act as field to Conference Sales Person @ Central See Managing Users.	Combination of role(s) and hub(s) assignment determines users access to properties and functionality from a (central) hub or property location.
CSP - Property Controls	Configure Property Details, Property Controls for Central Sales property. Sell Controls Begin Date Date and Time Controls Currency Format
CSP - OPERA Controls
CSP - Room Types	Configure various room types to map to Central Room Pools
CSP - Central Room Pools	Configure Central Room Pools
CSP - Central Room Pool Mapping	Configure Central Room Pool Mapping
CSP - Marketing Management	Configure Market Codes Market Groups Source Codes Source Groups
CSP - Transaction Codes	Configure Transaction Groups Transaction Subgroups Transaction Codes	Requires configuration of accommodation transaction code to reference in rate code(s) if used for central leads. Requires configuration of accommodation transaction code for selection in the Default Transaction Code OPERA Control for revenues information to display in the Central Lead Block Overview.
CSP- Rate Management	Configure Rate Class Rate Categories Rate Codes Pricing Schedules	Required if using rate code(s) for central leads.
CSP - Sales Activity Types	Configure Sales Activity Types
CSP - Activity Auto Traces	Configure activity auto-traces	A CSL Activity Auto Trace code is seeded and populates to leads created in central sales property.
OPERA Cloud Foundation (Receiving Properties)
Property Lead Block Owner OPERA Control	Select an owner to assign to property Leads / Opportunities received from Central Sales.
Property Lead New Block Status OPERA Control	Select a (Inquiry or Non-deduct Status Type) block status for property leads received when the Opportunities OPERA Control is not active.	Sales and Event Management Premium Edition subscribers with the Opportunities OPERA Control receive Leads as Opportunities.
Configure Exchange Rates	Configure exchange rates per currency for the Posting exchange type.	In order for property leads to be created from a Central Sales property with a different currency, ensure exchange rates for the Posting exchange type are setup for the Central Sales Property currency.