# Classifications

<details>

<summary>Media</summary>

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Classifications](https://salesorder.wistia.com/medias/qnh5akznx7)

</details>

### Need to know

Classifications support reporting and searching. You can create classifications, and add the to Trading Partners, Documents, and Items.&#x20;

Classifications can be used in Accounting Reports.

### Configure Classifications

See [Classifications ⛭](/setup/configuration/classifications.md)

### Assigning Classifications

All Trading Partners, Documents, and Items have a Classifications Tab. Go to this tab on the respective entity to set the classification(s).

### Searching by Classification Type

Use Classifications to filter List searches.&#x20;

<figure><img src="/files/QyE806WKG7le7Cra75n5" alt=""><figcaption></figcaption></figure>

### Inheritance of Classification Types

Classifications are inherited from Customers by Documents. Documents inherit Classifications from 'parent' Documents. You can edit and change Classifications on the inherited Document(s).

### Filtering by Classification Type on Reports

You can filter by Classification Type on Reports. For example, if we wanted to view the Profit By Customer Summary report, and restrict the Customers to only the London region we could filter by the 'Customer - London' Classification Type (as shown below).

<figure><img src="/files/v0T1TYA0iyZ1nYGjvoAu" alt=""><figcaption></figcaption></figure>

### Assigning Classification Types to Line Items

You can apply Classification Types to Line Items. Reports that are Line Item based, for example, Profitability by Item Summary/Detail can be filtered by the Item's associated Classification Type.

You can assign a Classification Type to an Item from the Items Classification tab.&#x20;

{% hint style="warning" %}
You can only assign a single Classification to an Item. For further and more appropriate segmentation. Items have another method to categorize and assign attributes to Items. See [Categories and Attributes](broken://pages/27C3KA26mjX1vZxbtb7m).
{% endhint %}

<figure><img src="/files/0DMEjF8DU0mbZ62yOLOz" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpwith.salesorder.com/reports/classifications.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
