Sales Categories

Sales Categories are used to differentiate Food costs from Beer and Liquor Costs etc. This is done for reporting purposes. Most of your costs can be categorized into Food, Liquor, Beer, Wine and Misc. In the Usage Summary report if you have detailed your sales under categories, the report will divide the cost of sales per category.

Each Inventory/Product group will require a Sales Category to be linked to it. You may want to add additional categories that are not supplied. Add as many categories as you require but try to limit this as most sales will fall within the default categories listed. 

 

To Add Additional Sales 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 existing category by highlighting it and changing the name.

4. From the Income Account drop down box, select the Income Account that you want to assign it to. The default is Gross Sales.
    If you are exporting sales information to your accounting system, you may want to have the information go to a separate chart of account. If you have more detailed income accounts in your accounting software, you can assign the account 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 an Income account assigned to it. By default, these accounts are linked to the Gross Sales accounts. if you want to detail your sales in the Daily Sales Window, you can also assign each category an account. This way, when you run the General Ledger report or export your sales to an accounting system, the correct amounts will be assigned.