Date

01_2025

Page

Sales / Royalties --> Sales

Description

When entering sales in Stison, whether manually or via bulk upload, you can assign a customer type to each sale. This information is then available within royalties reporting, allowing you to track your sales by Customer Type.

The list of available Customer Types is fixed, and we have added in 3 more types as a result of demand. The new additions are 'Academic', 'Direct' and 'Library'. The full list is as follows:

To assign customer type when adding an individual sale, navigate to Sales / Royalties --> Sales, and select 'Create new'. In the new window, select the relevant product, and you will see the following screen:

By selecting 'Add more detail', a further set of fields will appear:

Here, you can select a customer type.

If you are bulk uploading your sales, you can include this information as a column in the upload file. Please use an exact match to the customer type held in Stison as the cell value for each sale in the file. You will then need to map that column using the following header when you get to the mapping screen in Stison: