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Working with Classifications

It is useful to categorize or classify sets of data within your business. Example includes:

  • Classify your Customers as Gold, Silver or Bronze depending on the amount they have purchased over a period of time.
  • Classify Leads in terms of their postal district.
  • Classify Sales Invoices by department or region.
  • Classify Service Items by type of internal non-billable activity.

Up to three Classification Types can be assigned per Document.

Classifications can be used within the Advanced Search tab of Lists and the Report Filters.

If you do not use classification simply ignore the Classification tab on all Documents.

How to set up Classification Types

See Configuring Classification Types for details.

How to assign Classifications to a Document

After Classification Types has been set up, they can be assigned to any Document with the Classification tab.

Below a Customer is classified as Gold and from the London district.

Classifying a Customer

Classifying a Customer

How to search by Classification Type

Classifications can be used to filter List searches. (see below).

  1. Select ‘Perform Search’.
  2. Select the tab ‘Extra Columns’.
  3. Select the checkbox for ‘Classifications’.
  4. Go to the ‘Advanced Search’ tab.
  5. From the Classifications, select the applicable Class(es) to search for, in this instance – Gold Customers.

Using Classifications in List searches

Using Classifications in List searches

How to use the Inheritance of Classification Types

If a Transactional Document is created from a Customer, such as a Sales Invoice, the Invoice automatically inherits the classifications assigned to the Customer. As per the example, the Sales Invoice would be classified as Gold and from London.

NOTE:
Although Transactional Documents inherit Classification Types, they can be re-assigned.

How to Filter by Classification Type on Reports

  1. While running a report, select the option to customise it.
  2. Navigate to the tab ‘Filters’.
  3. Open the Classification section (see below).
  4. From the first dropdown option – Select the option called ‘Select’.
  5. From the second dropdown, choose either Any or All conditions.
  6. Form the third dropdown, select the criteria to be filtered for. (see below)
  7. Select Run Report.

See Working with Reports.

Using Classification Type Filters on Reports

Using Classification Type Filters on Reports

How to assign Classification Types to Line Items

Classification Types can be assigned to Line Items. All Reports that are Line Item based can be filtered by the Item’s associated Classification Type. For example, a report on the profitability of all Electrical Items in a given period.

  1. Navigate to the line item to be edited.
  2. Select ‘Edit’ from the action bar.
  3. Select the ‘Classification’ tab.
  4. In addition to classifications and attributes, a specific Item class can be assigned from the dropdown. (see below).

Classifying Items

Classifying Items

NOTE:
You can only assign a single Classification Type to an Item.

Also Read About


Working with Lists
Working with Reports
Working with Customers
Working with Suppliers
Working with Transactional Documents
Working with Items