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Classifying different sales types using sales kind for better reporting

classification of sales order

Benjamin Yee avatar
Written by Benjamin Yee
Updated over a year ago

If you wish to classify different types of sales orders depending on the nature of the business, you can use "Sales order kind". The instructions are below:

  • Upon creating a new sales order, you can identify "sales order kind" on the top right-hand side of the screen

  • Click on "add new" to create your own sales classification list and then select one of them

  • This will allow you to filter "sales order kind" during the generation of sales order report for better analysis

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