Add a sales report category

Smile comes preconfigured with many sales report categories. You can add additional sales report categories as required.

This task explains how to add a sales report category.

  1. Click Add at the bottom of the Sales Report Categories page.
    A New sales report category page is displayed.
  2. Type a sales report category code in the Code field.
  3. Type a sales report category description in the Name field.
  4. Complete the required fields. For more information, see Sales report category properties.
  5. Click Save.
    The Sales Report Categories page is displayed.