How do I set up 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.

Each inventory/product group will be assigned a Sales Category. You may want to add additional categories that are not in the preset list.

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". To create a 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 but 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 them here.

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.