Sales Area

Create and maintain sales area codes. Sales areas are assigned to customers in the Analysis section and can be used as filters on the Customer List and Transaction List. The form includes a Details tab with a Custom Fields tab also available.

Details

Sales Area Code

The unique identifier for this sales area. This field can only be set when creating a new record.

Sales Area Name

The descriptive name for this sales area. This field is required.

Comment

Internal notes about this sales area.

Inactive

Marks the sales area as inactive.

Balances

Current Period Balance

Read-only.

Sales total for the current accounting period for this sales area.

Year To Date Balance

Read-only.

Sales total for the current financial year for this sales area.

Last Year Balance

Read-only.

Sales total for the previous financial year for this sales area.

Warning: The default sales area (code 0000) cannot be deleted. Deleting a sales area also requires Control-level access to the Sales Areas permission.