How To: Create a Sales Nominal Account for a Stock Item

Table Of Contents

Introduction

Introduction

Creating a dedicated sales nominal allows you to track sales for specific stock items separately from your standard sales figures.
For example, you may want to report on the sale of vouchers, gift cards, event tickets, or other specialist products without including them in your main sales nominal. By creating a separate sales nominal and mapping it to a stock item, sales can be analysed independently within your accounts.
This process consists of two stages:
  1. Creating the sales nominal.
  2. Mapping the sales nominal to the stock item.
For more information about how sales nominals are structured, see the Sales Nominal Hierarchy article.

Important Notes

  • You cannot create duplicate nominal codes.
  • The system will warn you if a duplicate nominal code is entered. You can either change the code or acknowledge the warning before continuing.
  • If Post header totals only (Sales) is enabled in System Values | Accounts | General | General, manufacturer, stock type and stock item nominal mappings cannot be used.
  • If duplicate nominal codes existed before upgrading to a version that prevents duplicates, you will be unable to save changes until the duplicate codes have been corrected.

Step 1: Create the Sales Nominal

  1. Open the Accounts screen (show me how).
  2. Open the Accounts | Nominal Accounts | Nominal Accounts tab.
  3. Press Alt + E or click Edit to enter edit mode.
  1. Press F3 or click Add to create a new nominal account.
  2. Enter the required details:
    FieldValue
    CodeEnter a unique nominal code
    DescriptionFor example, Voucher Sales
    System TypeSale
    Account TypeStock Item
  3. Press Ctrl + S or click Save.
The new sales nominal is now available for assignment to stock items.

Step 2: Map the Sales Nominal to the Stock Item

  1. Open a Stock screen (show me how).
  2. Find and load the stock item you want to report on separately.
  3. Press Alt + E or click Edit to enter edit mode.
  4. Open the Stock | Detail | Accounting tab.
  5. In the SNominal field, select the sales nominal you created.
    For example:
    Voucher Sales
  6. Press Ctrl + S or click Save.

Result

Once the mapping has been completed:
  • Sales of the selected stock item will post to the dedicated sales nominal.
  • These values will not be included in the main sales nominal.
  • You can report on the stock item's sales independently using nominal account reporting.
This approach is particularly useful for products such as vouchers, gift cards, memberships, deposits, or any item that requires separate sales analysis.

See Also


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