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Sales Class is used to define the type of work an agency does for its clients. The Sales Class is an integral part of creating detailed financial statements for the agency, as well as job cost reports for the agency and its clients.
At least one Sales Class is required. A Sales Class must be assigned to each Job opened for a Product. However, different Sales Classes may be assigned to different Jobs for the same Client, Division, Product, and Campaign. Sales Class codes are used in:
| Production Estimating and Job Type | Media Order Type | Media Planning |
| Billing Sales and Cost of Sales G/L entries | Client Budgets |
There are several ways to set up sales class codes. Sales Classes may be defined as Job Types for Production, and Media Types for Media. Set up is dependent on the level of detail desired for reporting purposes.
If Sales and Cost of Sales will be posted to multiple G/L Accounts, set up corresponding Sales Classes and G/L Accounts.
Refer to the Office topic, in Advantage Help, for information about linking Sales Classes to G/L Accounts.
From the Advantage Main Menu, select Maintenance. From the Accounting Setup section of Maintenance select Sales Class to display the Sales Class screen.
Upon entering the Sales Class Maintenance Application, all defined Sales Classes will display with the associated information.
To add a new Sales Class, click the New button and enter the following information:
Code - A unique code to identify the sale class, containing up to six characters. Advantage recommends that codes used for media be all UPPERCASE, and codes used for production be all lowercase.
Description - The description of the sales class, containing up to forty characters.
Media Type - Click on the down arrow in the Media Type column to select one of the following Media Types: Magazine, Newspaper, Radio, Television, Out of Home, Internet or Non Media. This is required if your Agency uses any of the Media Interfaces such as Core, PrintPlus, or STRATA. (Note: The Sales Class for Outdoor - OD, must be assigned a Media Type of Out of Home.)
Media Type specification also allows for the filtering of Media Types that display depending on which application is accessed, as well as what Media Type was specified for the Sales Class.
In Production applications (Job Jacket), the Sales Class Lookup should be limited to active Sales Classes designated as "Non Media" or Null (blank). If no active Sales Classes have a type of "Non Media," then all active sales classes will be included in the lookup regardless of their type.
In Media applications, the Sales Class/Media Type lookup will be limited to active Sales Classes that match the type of media accessed (Newspaper etc) and any active Sales Class with a NULL (blank) type. If no active sales classes have a type of media accessed, then all active sales classes should be included in the lookup regardless of their type.
Example 1
In Sales Class, the Sales Class "fee" is marked with a Media Type of "Non Media". The Sales Class "pr" (Public Relations) is marked with a Media Type of NULL (blank) and Sales Class "NP" is marked with a Sales Class of Newspaper.
When accessing Job Jacket (or any Media application) when the Sales Class hyperlink is used the following Sales Classes will display in the list as "fee" and "pr"
Example 2
In Sales Class, the Sales Class "NP" is marked with a Media Type of "Newspaper". The Sales Class "NI" (Newspaper Insert) is marked with a Media Type of "Newspaper," Sales Class "fee" is marked with a Sales Class of NULL (blank), Sales Class "broad" is marked with a Sales Class of Broadcast, and there are NO Sales Classes with a Media Type of Non Media.
When accessing Newspaper (Job Jacket or any other Media application) when the Sales Class/Media Type hyperlink is used the following Sales Classes will display in the list as "NP," "NI," and "fee".
Is Inactive - Select to add the Sales Class as Inactive by checking the Is Inactive check box.
When completed, click the Save button on the toolbar to add the new Sales Class. The new record will be displayed at the top of the grid, as any column sorting will be removed.
To discard the entry of a new Sales Class, click the Cancel button at the end of the Sales Class row or the Cancel button on the toolbar.
Sort - Click on the Column Header to sort the column in ascending order. Once in ascending order, the Ascending arrow appears by the Column Header. Click on the Ascending arrow to sort the column in descending order. Notice the arrow changes to Descending.
Filter - Click on the Filter button to display a filter of items available to limit the column by.
The items per page selection determines the number of Sales Classes that display at a time on the grid. The default page is set to 50 but can be modified to display All, 10, 20, 50, 100 or 200 Sales Classes per page.
The grid's footer indicates the total number of pages that are available for viewing. Use the Change page navigational arrows to view additional codes. Save changes to the screen before using the Change page navigation.
Upon initial view of the Sales Class Maintenance application, only active Sales Classes are displayed. To view Sales Classes that are inactive, click the Show Inactive slide bar, located top right corner of application. To display just the active Sales Classes, click the Show Inactive slide bar.
The Description, Media Type and Is Inactive can be modified. Once completed, on the Options ribbon and click the Save button.
To inactivate a Sales Class, click on the Is Inactive check box in the row for the appropriate Sales Class.
A Sales Class cannot be deleted once it is in use. If the Sales Class is no longer being used, make the record inactive by selecting the Is Inactive box.
To delete a Sales Class which has never been used, highlight the desired Sales Class and click the Delete icon on the end of the row for that Sales Class.
To generate a report, click the Export button on the Options tab. A Preview of the report will display.
The report will be generated based on the Filter currently displaying. Example: If the 'Is Inactive' column is set to not include inactive records, the print report will also not include inactive records.
Standard printing options are available. To exit the Preview, click the Close Print Preview button.
Click on the x on the Sales Class Maintenance tab to exit the maintenance application.
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