How to Add or Amend a Sales Category for Parts Customers

This guide explains how to add a new sales category or amend an existing one for a customer. Sales categories help categorise customers as trade, retail, etc., ensuring proper nominal analysis in accounts.

Steps to Add or Amend a Sales Category

1. Access the Customer Record:

   • Navigate to Marketing > View Customer/Prospect.
   • Load the customer record by searching for the relevant customer.

2. Open the Parts/Retail Profile:

   • Within the customer record, click on the Profiles tab.
   • Select Parts/Retail Profiles.

3. Modify the Sales Category:

   • Locate the Category drop-down box in the Parts/Retail Profiles section.
   • To add a new sales category:
     • Click the "+" option next to the drop-down box.
     • Enter the name for the new sales category.
     • Save the changes.
   • To assign an existing category, select the appropriate category from the list.

4. Save the Changes:

   • Once the new category has been added or amended, click Save and Close.

Why This is Important

• Assigning the correct sales category ensures that any invoice raised against the customer reflects accurately in accounts with appropriate nominal analysis.
• It improves reporting and helps maintain an organised ledger.