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 -> Revenue Categories
To Edit click the pencil icon on the right-hand side
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.
Decide if the Revenue Category should be applied to the Organization or the Chain
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 on the right-hand side.
Please note however if the Revenue Category is in use you will not be able to delete it, only archive it.
Only Admin users can add/edit Revenue Categories. If you are part of a multi-organization Chain, then only a Chain Admin has this permission.
Additional Information