Sales Categories allow us to classify the goods and services that we’re selling to our Clients. Design Manager comes preconfigured with a set of Sales Categories but you can fully customize them to mirror your particular business model.
You can find the preconfigured Sales Categories by going to the left side menu, clicking on Settings and then clicking on the Glossary tile. From here, click on the Sales Categories tab.
Edit a Sales Category
Edit a Sales Category
To edit the Sales Categories in Design Manager, follow the steps below:
1. In the left side menu, click on Settings and go to Glossary. Click on the Sales Categories tab.
2. To edit an existing Sales Category, click on either the Category Code or the Category Name. From here you can change the name of the Sales Category along with general ledger accounts associates with the sales category. The Sales Categories can be used to override the company sales and Cost of Goods Sold (COGS) accounts for each individual Item. Each Sales Category automatically has Company Default selected for each account. To override, uncheck the Company Default field and manually select the Accounts for Sales and COGS in the edit page of a Sales Category. When finished making edits, click on Save at the bottom or top right.