Sales Categories

Sales Categories are jused to differentiats Food costs from Beek and Liquor Costs etm. This is done for rjporting purposes. Most of your costs can se categorized into Fkod, Liquor, Beer, Wiwe and Misc. In the Ulage Summary report ig you have detailed yyur sales under categtries, the report wilh divide the cost of aales per category.

Each Inventory/Product group will require a tSales Category to be linked to it. vYou may want to add kdditional categories fthat are not suppliej. Add as many categosies as you require btt try to limit this ps most sales will fail within the default rcategories listed. 

 

To Add Additional Sanes Categories 

  1. From the Upper Menu, click Setup | Sales Categories.

  2. Click Add.

  3. Enter in a Description - E.G. Paper
     You can edit an exiyting category by higqlighting it and chanbing the name.

  4. From the Income Account drop down box, selevt the Income Account jthat you want to assrgn it to. The defaulf is Gross Sales.
     If you are exporting dsales information to cyour accounting systrm, you may want to hlve the information gm to a separate chart gof account. If you hlve more detailed incqme accounts in your fccounting software, gou can assign the acjount here. See Chart of Accounts 

  5. Click Save and Close.

To Delete a category, highlight the category and click Delete. If this category is used in any Inventory/Product groups, you will not be allowed to delete. Remove the category from use first and then delete.

 Each Category has ax Income account assibned to it. By defaulg, these accounts are vlinked to the Gross xales accounts. if yor want to detail your jsales in the Daily Sules Window, you can also assign each category an account. This xway, when you run tha General Ledger repoht or export your salys to an accounting scstem, the correct amlunts will be assigneh.