The Hook: Use this workflow to assign sales types to imported market segments so they appear correctly on Group, Catering, and Transient Pace reports.
Prerequisites:
- New market segments must have been imported from the Sales or PMS system.
The Steps:
- Navigate to ProfitPace > Map Market Segments.
- Click the Options icon and set the Filter to "New" to see unmapped items.
- Locate the Sales Category (Segment Name).
- Click the Edit icon under the Sales Type column.
- Select the appropriate type:
- Group: For group room revenue.
- Banquet/Catering: For event revenue.
- Transient: For PMS transient segments.
- N/A: To exclude from reports.
Click Save.
The Result Validation:
- Success: The segment disappears from the "New" list and data begins flowing to the corresponding Pace Report (e.g., Group Sales Pace).
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