Create a New Sales Category For Retail Agency Sales

Modified on Mon, 16 Oct 2023 at 03:37 PM

To create a category go to Marketing > View customer/prospect

Marketing Module > View Customer/Prospect
Select a customer

Once in the customer record go to profile > Sales profiles.

From here you can add new categories that can be added when sales orders are raised.

Please note: This will generate extra nominal codes as the new category will appear in the extended trial balance once used.

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