Sales Types

Purpose

Sales Types allow you to define pricing levels for specific type customers. Depending on your primary customer base, you may either provide a discount or up-charge for a particular group.

Procedure

• New Sales Type:
  1. Enter the name of the new Sales Type under Sales Type Name.
  2. Enter the factor by which to adjust base pricing.
  3. Check the Tax included box if taxes should be a factor when making the calculation.
  4. Click Add new.
• Modify Sales Type: Click the edit icon and follow the instructions for creating a new group. Click Update to complete, or Cancel to go back.
• Delete Sales Type: Click the delete icon to remove a Sales Type.

Tips and Tricks

• A Sales Type may not be deleted if any transactions using it exist.