About Central Sales
Prerequisites for Central Sales
![Central badge Central badge](img/central-lg.png)
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 |
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Central Sales Hub |
Configure one or more central sales hub and provision the central sales (pseudo) property "CSP" for the sales hub.
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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 |
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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.
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CSP - OPERA Controls |
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CSP - Room Types |
Configure various room types to map to Central Room Pools |
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CSP - Central Room Pools |
Configure Central Room Pools |
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CSP - Central Room Pool Mapping |
Configure Central Room Pool Mapping |
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CSP - Marketing Management |
Configure |
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CSP - Transaction Codes |
Configure |
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
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Required if using rate code(s) for central leads. |
CSP-Reservation Types |
Configure Reservation Types. For more information, see Reservation Types |
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CSP - Sales Activity Types |
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CSP - Activity Auto Traces |
A CSL Activity Auto Trace code is seeded and populates to leads created in central sales property. |
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OPERA Cloud Foundation (Receiving Properties) |
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Property Lead Block Owner OPERA Control |
Select an owner to assign to property Leads / Opportunities received from Central Sales. |
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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 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. |
Parent topic: Client Relations