How do I allocate Sales to different nominal codes automatically?

[QFMathew]

Hi @Karen_Scott

The best way to do this would be to set up reusable inventory items. This allows you to define a specific nominal code and description, which can then be pulled into a new invoice fairly quickly.

There’s a detailed guide on how to set these up and use them here:

Setting up reusable inventory items

Introduction When producing your invoices, estimates and purchase orders, are you repeatedly entering the same items? If so then you can save time by creating item level templates that can easily be imported, we call these “Inventory Items”. Create a new Inventory Item You can reach the “Inventory Management” area from the main Dashboard by selecting the “Sales" menu option followed by “Sales Inventory”. Or alternatively just enter “inventory” in the quick search box. Once in the inventory a…

I hope that helps!