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Sales Segment

Sales Segment is used to manage the segmentation of sales for reporting and analysis purposes. This feature allows you to add, update, and delete sales segment records, supporting better understanding of market segments and business performance.

How to Add a Sales Segment

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Segment button to open the window.
  2. Click the Insert button to add a new sales segment. A new entry window will appear.
  3. Enter the following data:
    • Code: Unique code for the sales segment.
    • Name: Name or description of the sales segment.
  4. Click Save to store the new sales segment, or Close to cancel.

How to Update a Sales Segment

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Segment button.
  2. Select the sales segment you want to update, right-click, and choose the Update button.
  3. Enter the new data as needed.
  4. Click Save to apply the changes, or Close to cancel.

How to Delete a Sales Segment

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Segment button.
  2. Select the sales segment you want to delete, right-click, and choose the Delete button.
  3. A confirmation dialog will appear.
  4. Click Yes to confirm deletion, or No to cancel.

Managing sales segments helps your organization analyze sales data and target specific market segments more effectively.