Enter Sales Sort Codes

Sales Sort Codes allow you to track the effectiveness of your advertising campaigns. Codes are associated with customers or dispatches and eventually flow to the invoicing screen where the amount of the invoice is actually associated with the code. This allows you to see how much revenue was generated by any sales sort code for any period of time.

It is important to understand the difference between Sales Sort Codes and Sort Codes when entering them into the Enter Customers screen:

Sort Codes are used to select customers for printing Customer Lists through Report Generation.
Sales Sort Codes are used to print the Sales Sort Code Analysis Report. This report shows the total revenue generated by sort code for any given period of time. This allows you to see how effective your advertising is at generating revenue.

Creating a Sales Sort Code

Go to the Sales pull-down menu and select Enter Sales Sort Codes. Click the Add New button and assign it a code and a meaningful description, then click Save.

Modifying or Deleting a Sales Sort Code

Select the code from the list at the bottom of the screen and double click it. This should display it in the Code and Description fields. Once it is it can be modified and saved or simply deleted.

Note: Deleting codes will make it much harder to see how much revenue they generated later on. We recommend simply adding *Do Not Use* to the description of the bad code instead.