Set Up Company Category Codes (Cloud)
Company Category Codes allow you to organize and classify company profiles based on their business type or relationship with your property, such as corporate accounts, local businesses, or negotiated accounts. Setting up Company Category Codes helps streamline company management, improve reporting, and make it easier to filter and analyze company-related data.
Path: Sales and Marketing > Setup > Company Category Codes
Instructions
Company Category Codes are used to group company profiles into defined categories for easier organization and reporting.
1. To create a new Company Category Code, go to the last available row in the list, and enter the following information:
- Code: Short identifier for the category
- Description: Name of the category (e.g., Corporate, Local Business, Government)
2. Click the Save (floppy disk) icon to store the new code.
Using Company Category Codes
Once created, Company Category Codes can be assigned to company profiles.
To apply a code:
- Open a Company Profile
- Select the appropriate Category Code
- Click Save to apply the change
Understanding Company Category Codes
Company Category Codes are used to:
- Group similar companies together
- Improve filtering when searching for companies
- Support reporting and analysis of company's production
Examples:
- Corporate Accounts
- Local Businesses
- Government Accounts
- Contracted Companies
Important Notes
- Company Category Codes are used for organization and reporting of company profiles
- These codes do not directly impact reservations like Marketing Segments
- Updating or removing a code may affect filtering and reporting on company data
Relationship to Marketing Segments
Company Category Codes are separate from Marketing Segments:
- Company Category Codes: classify company profiles
- Market Segment: type of business for a reservation
- Referral Code: how the reservation was booked
- Reason for Stay: why the guest is staying
While separate, these fields can work together to provide a complete view of business performance.Still Need Help With This Topic?
Ask Yourself:
- Did I create and save the category code?
- Is the code assigned to the correct company profiles?
- Am I using consistent naming for categories?
Support May Ask You:
- What Company Category Codes are set up?
- Which companies are assigned to each category?
- What report or filter are you using?
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