Index
Section: Setting Menu > Billing > Classes
Introduction
As we saw in the department's help article, a product class is used to group products making the reports more intuitive and being able to filter our products in lists.
If product classes did not exist, and a club had 100 store products, the manager would have to export to Excel all the sales and add up all the sales of those products to know the total revenue. However, if we group these 100 products into the product class "Store Accessories", we will see that summation automatically in the reports.
Thus, a product class is used to group products, and the most typical ones are:
Accessories Store
Shoe Store
Green Fees Visitor
Green Fees Members
Green Fees Tournaments
Unlike the department, a product class also contains the accounting information. We will be able to add the accounting code and account to export our data to our accounting system. Therefore, it is very important to set up the structure of departments and product classes with the accounting department (for accounting exports) and management (for reporting).
General
To add a product class we will follow the steps below:
Name: Free field where we will write the name of the subfamily, for example, "Green Fees Partners".
Family: We will associate this new subfamily to the family we choose in this list. If the family does not exist, it can be created from the drop-down list by clicking on "New". We recommend that the name of the subfamily starts with the same name of the family and then its attribute. For example, if we have the family "Shop", we recommend that the subfamily be called "Clothing Shop", or "Gloves Shop". This will allow us to have it more organized when making reports or searches.
Code (optional): In this field we will write the code we want. This field is alphanumeric, very useful for the invoicing reports to be shown in a more orderly way or for exports to other accounting systems.
Accounting account (optional): The accounting account will be necessary if and when you want to export the invoicing to another accounting software.
Company (optional): We will select in the drop-down the company that corresponds to the subfamily. This field is not mandatory. We will only use it when we work with more than one company in Golfmanager. If we have the subfamilies associated to different companies, and we try to pay in a single ticket items from different subfamilies/companies, the system will throw an error.
Budgets
So that you can better control your business, we have added the possibility in each sub-family to indicate the budget of each item month by month.
With this information, you can create pivot tables or add to your Dashboard, the evolution of your business compared to the budget as for example "Store sales this year against budget" or "Shoe sales this month against budget".
