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All CollectionsSettings & System Administrator ManualSettings FAQ
How Can I Find Which Menu Items Don't Have Revenue Categories?
How Can I Find Which Menu Items Don't Have Revenue Categories?
Updated over a month ago

Related Questions:

  • How do I pull out those uncategorized sales?

  • Is there a report that will show me items that don't have revenue categories set?

Answer:

If you would like a list of Menu Items that don't have a Revenue Category associated with them you can run a Menu Item List (Booking) Report and add the appropriate filters to sort your items to only show ones that are Uncategorized.

  1. Click on Reports in the left-hand menu

  2. Click on Line Item List (Booking)

  3. Click + Add Filter

  4. Click on the dropdown and select Revenue Category

  5. Click in the search bar and select Uncategorized

  6. Click Apply

  7. Optional: Add additional filters to further sort the list (e.g. Booking Start Date)

Once you have the list of items you can then click on the Booking in the list and you will be brought to the Booking Summary where you can edit the Menu Item and add the appropriate Revenue Category.

  1. From the Booking Summary, click on the Menu Item tab

  2. Click the Edit (pencil) button on the Menu Item you wish to edit

  3. Select a Revenue Category from the drop down

  4. Click Save

If you would like to edit the Lmenu ITems to include the Revenue Category by Default. This can be done in the Menu's Settings.

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