Configure Sales Categories

Sales categories help organize groups for sales reporting purposes. For example, you might create sales categories to track local, regional, and national business.

Sales categories are informational only. They do not affect reservation pricing, billing calculations, or invoicing. As a result, configuring sales categories is optional.

After you configure sales categories, you can assign a default sales category to a group. When a user creates a reservation for that group, EMS automatically displays the sales category in the Sales Category field on the Billing tab of the Reservation Wizard.

Configure a sales category

1. Select Configuration > Billing > Sales Categories.
2. The Sales Categories window opens.
3. Optional: To display all sales categories regardless of status, select Inactive in Show.
4. Select New.
5. The Sales Category window opens.
6. In Sales Category, enter a name of up to 30 characters, including spaces.
7. To create an active sales category, leave Inactive cleared.
8. To create an inactive sales category, select Inactive.
9. Select OK.