Adding a Sales Category

1. When you first enter the Sales Category option a Select A Sales Category window will appear with the following options:

• EXIT – Select EXIT to exit and return to the Ledger menu.
• SALES CATEGORY – Select SALES CATEGORY to add a sales category.
• PRINT LIST – Select PRINT LIST to print a list of sales categories defined in the system.
• A list of sales categories previously defined in the system.

Select SALES CATEGORY from the list.

2. Enter a unique alphanumeric sales category identifier up to two digits in length in the Sales Category field.

3. Enter a category name in the Category Name field.

Note: All fields are required in order to add a new sales category except Standard Cost Adjustment.

4. Enter the desired Cost of Goods Sold (COGS) account number or press Enter to accept the default system value. Then enter the COGS cost center or press Enter to accept the cost center default.

You may also press F3 to display a Select An Account window from which you can select an expense account for cost of goods sold. Scroll to the appropriate account and press Enter to confirm. Press F3 a second time to display a Select A Cost Center window and choose from a list of cost centers defined in the system. Scroll to the appropriate cost center and press Enter to confirm.

5. Enter the Inventory account number or press Enter to accept the default system value. Then enter the Inventory cost center

You may press F3 to display a Select An Account window from which you can select an inventory account. Scroll to the appropriate account and press Enter to select. Press F3 a second time to display a Select A Cost Center window and choose from a list of cost centers defined in the system. Scroll to the appropriate cost center and press Enter to confirm your selection.

6. Enter the standard cost adjustment in the Standard Cost Adjustment field. Press F3 to choose an inventory adjustment type as defined in Cost Adjustment. Scroll to the appropriate cost adjustment and press Enter to confirm.

7. If you are using sales commissions, a Sales Commission Expense field will appear. Select an expense account and cost center to be used to pay sales commission or press Enter to accept previously defined system defaults.

Press F3 to display a Select An Account window from which you can EXIT or choose an expense account. Scroll to the appropriate expense account and press Enter. Press F3 a second time to display a Select A Cost Center window and choose from a list of cost centers. Scroll to the appropriate cost center and press Enter to confirm.

8. If you are using broker commissions, a Broker Commission Expense field will appear; if you are using sales commissions, a Sales Commission Expense field will appear. Select an expense account and cost center to be used to pay broker and/or sales rep commission or press Enter to accept previously defined system defaults.

Press F3 to display a Select An Account window from which you can EXIT or choose an expense account. Scroll to the appropriate expense account and press Enter to confirm your selection. Press F3 a second time to display a Select A Cost Center window and choose from a list of cost centers. Scroll to the appropriate cost center and press Enter to confirm your selection.

9. Command options will appear:

• Add – Select Add to add the sales category.
• Exit – Select Exit to return to the Sales Category field.

Select Add. The sales category has now been added.

For more information on Sales Categories see Sales Category.

Security Required : Tables - Item Tables