Sales Groups
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George Sutton
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About Sales Groups
The Sales Groups page enables you to create your own group on a sales order, this could include;
- region or
- branch and
- you can specify whatever options you require.
You can filter on this field in the Margin Enquiry. You can access the Sales Order Groups page via the Settings | System | Sales Groups.
This field could also be used as a 'referrer' or 'state'.
Setting up a new group
- Go to Settings | System | Sales Groups
- Change the Label to whatever you would like to call it e.g. Marketing Campaign.
- Once you have decided what to call it, you can then start adding the different groups you would like to use by typing it in and then clicking Add.
- Once you are happy with all the options, you have set up they will now show in the new drop-down on the order header.
You can now filter using your field in Sales Orders, and in the Margin Enquiry Report.
Sales Order
Margin Enquiry