Sales accounts

A sales account is the income account a product’s sales are recorded against — for example 200 Sales - Wholesale Coffee. Each product can have one, and it’s carried onto invoices and into Xero.

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Before you begin

You need to be a supplier administrator to view or manage sales accounts. If you’ve connected Xero, your Xero sales accounts are brought into FikaTrade and kept in step on the Sync screen — see Two-way product sync with Xero.

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Create a sales account

1. Go to Products → Sales accounts and select New sales account.
2. Enter a Sales account code — it must be unique — and an optional Sales account name.
3. Select Create sales account.

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Assign a sales account to a product

Choose the Sales account when you create or edit a product. You can also set it for many products at once with the catalogue’s bulk update, or through a products import. A sales account only affects how sales are grouped and reported. It doesn’t change which customers can buy a product or what they pay — pricing groups decide that.

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Edit or delete a sales account

Select an account in the list to edit its code or name. Changes apply from then on; orders and invoices already created keep the account they were created with. Deleting a sales account is permanent. FikaTrade won’t let you delete one that products still depend on — it tells you why instead.

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Related guides

• View and manage products
• Product codes and tax settings
• Xero mappings