How do I set up Sales Groups?

Sales Groups are what the sales reports and menu products are grouped by.

To Add, Delete, or Edit Sales Groups:

  1. Click "Settings" (upper left corner)
  2. Choose "Setup"
  3. Select "Sales Groups"
  4. Select an existing group to edit or click "Delete". To create a new group, click "Add".
  5. Enter the details as below.
  6. Click "Save".
Field Details
Group Description Indicate the name of the sales group under "Group Description".
Sales Category Indicate the sales category from the drop-down list in which this group belongs.

NOTE: If a sales group has items assigned to it, you will NOT be allowed to delete it. You must remove the items from the category first and then delete.