Add sale amount class

Audience:

settings

Some tooltip text!

• 2 minutes to read

 • 2 minutes to read

This task is done in Settings and maintenance and you must be an administrator.

Note

The Sale - Amount class list is part of the status monitor (SAINT) function, which requires a separate license.

An amount class for a sale can be used to categorize sales into different classes, for example, small, medium, large and very large. You specify the amount range for the different amount classes in the currency your organization uses (and additional currencies if required). Amount classes can be used to search for substantial lost sales during a period.

For this list, the Edit list item dialog looks different from when you add items to predefined and user-defined lists.

To complete the fields in the Edit list item dialog when the list items are amount classes:

1. Enter the required name of the item in the Name field.

   Note

   Note

   This is a mandatory field and must therefore be filled in.

2. In the Amount from and Amount to fields, you can specify the range that will put the sale in this category. The amount must be entered in the currency your organization uses.

   Note

   The range of amounts may not overlap ranges in existing amount classes.

3. In the Currency list, select the currency your organization uses. You can add multiple amount classes with other currencies if your organization requires this.

4. Optionally, type in a description of the amount class in the Description field.

5. Click Save to save the changes or Cancel to reject them.