How to Create a New Sales Category for Retail Agency Sales

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.