Create a New Sales Category For Retail Agency Sales

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.