Create a New Sales Category For Retail Agency Sales

Modified on Tue, 27 Aug at 11:31 AM

To create a new category, follow these steps:

  1. Navigate to Marketing > View Customer/Prospect.
  2. Search for and select the desired customer.
  3. In the customer record, go to Profiles > Sales Profiles.
  4. Here, you can add new categories that will be available when raising sales orders.


Please note: Adding a new category will generate additional nominal codes, which will appear in the extended trial balance once the category is used.


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