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:
- Click "Settings" (upper left corner)
- Choose "Setup"
- Select "Categories"
- Select an existing category to edit or click "Delete". To create a category, click "Add".
- Enter all information as detailed below.
- 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.