Configuring Business Segments

Business segments are used as a method of categorizing sales accounts (company, travel agent and source profiles) for reporting purposes.

Adding a Business Segment

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.

2. Click New and complete the following fields:

   1. Code: Enter a code for the business segment.

   2. Description: Enter a description for the business segment.

   3. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Business Segment

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.

2. Enter search criteria and click Search.

3. Select the business segment in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the configuration.

5. Click Save.

Deleting a Business Segment

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.

2. Enter search criteria and click Search.

3. Select the business segment in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.