Using a Nominal Classification for Specific Channels
Question/Problem
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I need to account for my channel fees and my channel sales in a single nominal classification, how can I set this up?
Resolution/Solution
In Khaos Control Cloud it is not possible to assign a nominal classification to sales received from a specific channel, however it is possible to assign a nominal class to the Company Class being used by the channel for new customers - there are a couple of considerations before doing this, discussed later.
- Create your new Nominal Classification.
- A guide on doing this can be found here, Setting up Nominal Classifications.
- Create a new Company Class and link it to the Nominal Classification in step 1.
- A guide on creating Company Classes can be viewed here, Setting up Company Classifications.
- Open the channel you want to link the Company Class to and go into Edit mode.
- Click (Global) in the bottom left Channel Order Types grid.
- In the bottom right Default Values for Order Type grid, click the magnifying glass on the Classification row.
- In the popup, specify the Company Class created in step 2 and click OK.
- Click Save Channel.
Notes/Caveats
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- The method above will only affect new customer records created via this single channel.
- Existing customers will not use this new classification unless you manually edit them to do so.
- Customers using this nominal classification will still report against it, even if the sale was not made via the same channel.