Add new Sales Category for Parts Customers

Modified on Thu, 12 Oct 2023 at 01:55 PM

To add a Sales Category or amend to a trade customer you will need to do this against a customer record that needs setting as trade, retail etc.

Go into Marketing > View Customer Prospect > load up a customer then click Profiles and Parts/Retail Profiles.


This will ensure any invoice raised against that customer will show in accounts with extra nominal analysis.

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