Sales accounts help you organise products into groups based on how they’re sold or reported.
Most suppliers use sales accounts to separate different channels — like retail, online, or wholesale — or to keep product data aligned with external accounting systems.
Once you’ve created a sales account, you can assign products to it at any time, making it easier to manage large catalogues and track sales more clearly.
Sales accounts are only available for supplier accounts.
Creating a sales account
To create a sales account, add a short unique code and (optionally) a name.
The code is what you’ll use to identify the account throughout the platform, especially when importing products or working across multiple sales channels. Codes must be between 1–10 letters or numbers, and are automatically saved in uppercase.
Names are optional, but can be helpful if you want something more descriptive. If you leave the name blank, we’ll generate one automatically.
Assigning products to a sales account
Once your sales account is set up, you can start assigning products.
Some suppliers prefer to assign accounts as they create products one-by-one, while others set up sales accounts first and bulk assign products later.
You can assign products in two ways:
- From a product page, by selecting a sales account directly inside the product
- From the sales account itself, where you can select and assign many products at once
Bulk assignment is the fastest way to organise a large catalogue, especially when setting up a new channel.
Setting a default sales account
You can choose one sales account as your default.
The default sales account is used when importing products via CSV that don’t have a sales account code specified. This helps keep imports consistent and ensures products are categorised even if you forget to include the sales account code.
Only one account can be the default at a time.
Updating or removing sales accounts
Sales accounts can be edited at any time. If you need to adjust the name or code, changes are saved automatically.
If you no longer need an account, you can delete it. Deleting an account removes it from all assigned products and archives it so it won’t appear in active use going forward.
Deleting a sales account removes it from all products. The account is archived, not permanently deleted.
Filtering products by sales account
Sales accounts can also be used when managing your catalogue.
You can filter your product list by sales account using the Sales Account column in the products table. This is especially helpful when reviewing products across multiple channels or checking which products haven’t been assigned yet.
