What this page is for
A revenue category decides which line of your takings and your profit and loss a sale is counted under, such as Food, Drinks, Retail goods or Services. Every item needs one, chosen on New item. Keeping the list small is what makes a profit and loss report read clearly.
This page lists every revenue category with its Code, Name and its position in lists (Order). You see it if your role can manage the catalogue, which is also what adding, editing and archiving need.
How to…
How to add a revenue category
Press New revenue category. See New revenue category.
How to change a revenue category
Press the row, or Edit from its row menu.
How to archive or restore a revenue category
Choose Archive from the row menu. It stops being offered for new items, but items that already use it keep it. Choose Restore to bring it back.
Worked examples
Restaurant and bar
The Acacia Grill & Bar keeps four revenue categories: Food, Drinks, Service charge and Charges, so its profit and loss separates kitchen takings from bar takings at a glance.
Supermarket
Tumaini Supermarket uses one category, Retail goods, for almost everything, and a separate Services category for the few paid services it offers, such as gift wrapping.