Sales Analysis Code Maintenance, on the Order Processing Set-Up (SEO) menu, is used to create or to modify sales analysis codes.

Sales analysis codes give you the ability to group sales by classification.  Once these user-defined codes have been implemented, the operator at Order Entry chooses the appropriate sales category, or code, for that particular order.  The operator can add up to 5 sales analysis codes on a single order.  These sales analysis codes are available on many reports and listings.

Example: You may want to classify sales by product typed such as calendars, premiums, wearables, or ad specialty.  Another suggestion could be to use sales analysis codes by order source such as phone-in, fax, mail order, or walk-in.

Creating Sales Analysis Codes

To create a sales analysis code, enter the alpha-numeric character, 5 being the maximum number of characters accepted.  You will then be asked if you want to create a sales analysis code.  Respond by pressing Y.  Type in the description of the Sales Analysis Code.  At the prompt "1. Sales Analysis Code  _____" enter a code which doesn't already exist and the program prompts you to ask "Add New Record ? (Y/N)  _".  To initiate sales analysis codes you must indicate it's usage under the appropriate order type code in Order Type Code Maintenance, under the field  "Use Sales Analysis Category Y/N" located on the SEO menu.  If this step is not performed, the sales analysis feature will not be available to the operator in order entry.