Creating a new sales category for Retail Agency Sales allows for better tracking of sales transactions and ensures accurate reporting. Follow these steps to set up a new category in Navigator.
Steps to Create a New Sales Category
1. Access the Customer Record
- Navigate to Marketing > View Customer/Prospect
- Search for and select the customer for whom the category is being created
2. Go to Sales Profiles
- Inside the customer record, go to Profiles > Sales Profiles
3. Add a New Sales Category
- Click Add New Category
- Enter the category name (e.g., Retail Agency Sales)
- Confirm and save the new category
4. Apply the Sales Category When Raising Orders
- The new category will now be available when raising sales orders
- Ensure the correct category is selected for retail agency transactions
Important Considerations
⚠ New Nominal Codes Will Be Generated – When a new category is created, additional nominal codes are automatically assigned.
⚠ Trial Balance Impact – These codes will appear in the Extended Trial Balance once the category is used in a transaction.
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