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:
- Click "Settings" (upper left corner)
- Choose "Setup"
- Select "Sales Groups"
- Select an existing group to edit or click "Delete". To create a new group, click "Add".
- Enter the details as below.
- 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.