Related Questions
How can I report on Revenue
How do I add a Revenue Category
What is a Revenue Group?
How can I edit a Revenue Category?
How can I delete/archive a Revenue Category
Answer:
Revenue Categories can be attached to Menu Items. These categories help you report on revenue by type.
They also help to display the right menu items in the right section of your Documents, automatically.
You can always add Revenue Categories later and edit a Menu Item’s Revenue Category at any time.
Five Revenue Groups are pre-built into your database.
Food
Beverage
AV
Miscellaneous
Room Rentals
You can then add Revenue Categories under these Groups to help further break them down and provide more granular reporting.
To add/edit/view Revenue Categories:
Click on Settings -> Fields -> Setup Values
To Edit, hover the Revenue Categories with your mouse and a pencil icon appears on the right-hand side of the screen
Press the Pencil Icon
OR for a New Revenue Category, click the Blue Button +New revenue Category
Enter the Revenue Category Name
Choose the Revenue Group from the pre-set options.
Click Create
Your Revenue Category can now be assigned to Menu Items. This can be done manually, or by importing bulk Menu Items.
To delete/archive Revenue Categories:
You can delete or archive Revenue Categories by using the delete or archive button that appear when you hover over a Revenue Category.
Please note however if the Revenue Category is in use you will not be able to delete it, only archive it.
Additional Information