TRAVERSE Global v11.1

Sales Categories

Use the Sales Categories function to set up and maintain sales categories. Sales categories identify the market to which you sell groups of items and help you analyze sales. You can use the sales category codes to sort historical information like detail sales history from Accounts Receivable.

ClosedCreating a Sales Category
  1. Click the New button, on the toolbar, to open a blank sales category record.
  2. Enter a new category in the Sales Category field.
  3. Enter a description of the new category in the Description field.
  4. Click the Save button, on the toolbar, to save the new category.
ClosedEditing a Sales Category
  1. Select a category to edit from the Sales Category field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the sales category.
ClosedDeleting a Sales Category
  1. Select a category to delete from the Sales Category field. Verify the sales category is not being used in any items.
  2. Click the Delete button, on the toolbar, to delete the selected category.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.
ClosedProduce a Sales Categories List
  1. Select the print preview button () to preview the list of categories.
  2. The preview report screen appears.
  3. Select the print button ( ) in the toolbar to print your list.