In order to manage your sales, you can create sales channels to differentiate the sales, so that your organisation can keep track of your accounting accounts.
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How to create a sales channel
To start creating a sales channel, you'll need to click on the invoicing app click on Sales then click on Sales Channel in the top right hand side corner click on the New button.
- Type: choose from the list of options for the type of sales account you would like to create. The sales account type is limited and you can't add a new sales type here.
- Name: Enter a name for the new sales channel
- Number: There will automatically be numbers assigned to the new sales channel, if it is easier for you to manage these, you can edit this number to numbers that are better for you.
- Choose a colour to identify the sales channel. This colour will appear next to your documents in the columns that say sales channel. This colour will also appear in the reporting field of the sales account channel on the page before this, here you'll find a visual representation of all your sales channels. For this reason, the pie chart will show a visual representation of all your sales channel accounts and you'll also be able to see how many document are linked to each sales channel.
- Click create
Tip: if you would like to use the sales channel pie chart you can do so by right clicking this and saving the image to either png or jpg. Please note that this will not appear with any labels, this will appear as it is - a full pie chart. For this reason it may be easier for you to export the sales channel to Excel and create a pie chart from this, with labels.