Sales - Sales Analysis Codes

INTRODUCTION

Sales Analysis Codes lets the user create codes for further analysis.

Create a Sales Analysis Codes

To access this feature go to Sales - Ledger Maintenance - Sales Analysis Codes

Fields

Name: Enter the name of the Analysis Code

Type: String, Number and Date - Most will select String

Buttons

ADD: Once name and string filled press ADD

AMEND: Select the field from the left grid, edit name and type the press AMEND

DELETE: Select the Analysis Code on the left grid and then press DELETE

VALUE: Select the Analysis Code on the left and then press VALUE a new screen opens

Very Similar to the first screen but here the user can add additional fields for the Analysis Code:

Value: Enter values associated with the code

Short Code: 

Delete: Deletes the value

Once the codes have been created these can now be added to a customers account

Customers Account

Open the customers account and go to the Analysis Tab

The Name the user created will be beneath this section e.g. Hospitality

The values will appear in the drop down:

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