Add sale amount class

This task is done in Settings and maintenance and you must be an administrator. The Sale - Amount class list is part of the activity monitor (SAINT) function, which requires a Sales Premium or Service Premium license or the Growth plan. 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.

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Steps

1. Select Lists in the Navigator.
2. Select Sale - Amount class from the dropdown menu. The Items tab displays all existing stages.
3. Click Add to open the Edit list item dialog.
4. Enter the required name of the item in the Name field. (Mandatory)
5. 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.
   • The range of amounts may not overlap ranges in existing amount classes.
6. In the Currency list, select the currency your organization uses.
   • You can add multiple amount classes with other currencies if your organization requires this.
7. (Optional) Add a description in the Description field to clarify the purpose of the class.
8. Click Save to apply your changes or Cancel to discard them.