Categories

 

Categories (Sales Categories) are Super Groups that are used in reporting. Most of your costs can be categorized into Food, Liquor, Beer, Wine and Miscellaneous. For example, if you have detailed your Sales under the Category Sales, the report will divide the Cost of Sales per Category, thus giving you percentage costs on the Usage Summary Report.

Each Inventory/Product Group will be assigned a Sales Category. You may want to add additional Categories that are not in the pre-set list. You can add as many Categories as you require but try to limit this as most sales will fall within the default Categories provided. 

 To Add, Delete or Edit Categories:

1.  Click Settings  (upper left corner).

2.  Choose Setup .

3.  Select Categories  .

4.     Select an existing Category to edit or click Delete . For new Category, click Add .

5.  Enter all information as detailed below.

6.  Click Save .

Field

Details

Category

Enter in a description e.g. Food or Retail. Keep in mind these are not Groups, rather they are Super Groups under which you can have Sub-Groups.

Income Account

From the list, select the Income Account that you want to assign it to. The default is Gross Sales.

NOTE:  If you are exporting sales information to your Accounting System, you may want to have the information go to a separate Income Account. If you have more detailed Income Accounts in your Accounting System, you can assign the Account here. See Setup Accounts.

                                     
NOTE:
If a Category is used in any Inventory/Sales Groups, you will not be allowed to Delete it. You must remove the Group from the Category first and then Delete.