Non-supported ReleaseNon-supported Release
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Creating Sales Codes

There are two types of sales codes in e-automate, the standard sales code and the principal/receivable sales code. You use the standard sales code in e-automate to tell the system which revenue, cost of goods sold, and unearned revenue accounts to associate with an inventory item for regular sales of tangible items. Standard sales code are used in e-automate to identify the appropriate accounts to credit when an item is sold through the sales process. You also use the standard sales code to identify which department a sale is associated in the sales module and in the cash register. Assign a sales code to any inventory item you want to make available for sale in the Sales module. If an inventory item does not have a sales code and is not active, the item will not show up on any of the Sales module item lookups controls.

If you have the amortization lease functionality "add-in" module (which is not included with the core functionality), you can use the principal/receivable sales code type to associate with items you want to use in conjunction with amortizing leases. The principal/receivable sales code replaces the standard sales code's revenue account with a lease principal/receivable asset account. You use this functionality to route lease principal amounts from sales orders to amortizing leases on service contracts.

Either type of sales code can be used as a report criterion in the Comparative Item Usage report and the Gross Margin Analysis (Item) report or any other reports that allow you to use sales code as a filter criteria.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Sales Codes.

Click [New] to open the New Sales Code window.

Basic InformationBasic Information

Complete the following fields as appropriate:

Sales code: Name of the sales code.

Description: Brief description of the sales code.

Type: Use Standard for sales codes to associate with standard inventory items that you want to identify revenue and cost of goods sold accounts. Also uses standard for non-tangible items you want to associate revenue or liability accounts. Use Principal/Receivable only for items that you want to use in the amortizing lease add on area of e-automate and want to associate protected current asset lease principal accounts.

If the type of lease is Standard, use the lookup in the Revenue field to identify a revenue account to be associated with the inventory item when sold through the sales module.
If the type of lease is Principal/Receivable, use the lookup icon in the Principal/Receivable field to identify a protected current asset account to track your lease principal dollars.

In the Revenue adjustment field, use the lookup to select an account where any adjustments to the revenue (such as returns) assigned to items with this sales code is to be tracked.
Note: If you do not use a returns and allowance account, you should enter the same account as you specified in the Revenue field.

In the Cost of goods sold field, use the lookup to select an account where the cost of goods sold of items with this sales code will be tracked.

In the Unearned revenue field, use the lookup to select an account where any unearned revenue from the sale of items with this sales code will be tracked. This account is not required and is used when you use the pre-billing functionality on sales orders.
Note: This field is not available when the sales order type is Principal/Receivable.

In the Departments region, in the Sales field, use the Lookup icon to select a department to be used when this sales code is used during the sales process.

In the Departments region, in the Point of sale field, use the lookup icon to select a department to be used when this sales code is used in the cash register module in e-automate.

Completing the TransactionCompleting the Transaction

Verify the Active checkbox is selected.

Click [OK] to save the sales code.