How to Create a New Sales Category for Retail Agency Sales

Modified on Mon, 17 Feb at 8:21 AM

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.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article