What this page is for
This page creates a new revenue category, or changes the name and position of one that already exists. A revenue category groups sales in the takings and in reports, such as Food, Drinks or Services.
Only people whose role can manage the catalogue see this page.
Fields
Code
A short identifier that never changes. Leave it empty when creating a revenue category and the business gives it the next one in its series, such as RC-0001. A code given before 27 October 2026 keeps its longer REVENUECATEGORY-0001 form. It cannot be edited afterwards.
Example: DRINKS
Name
What the category is called in reports.
Example: Drinks
Position in lists
Where this category sits among the others, lowest first.
Example: 20
How to…
How to add a revenue category
- On Catalogue → Revenue categories, press New revenue category.
- Fill in Code and Name, and Position in lists if you use it.
- Press Create revenue category.
How to change a revenue category
Open it, change what you need, and press Save changes. The code cannot be changed.
Worked examples
Salon or car wash
Sparkle Car Wash & Salon adds Services (Code SERVICES) for washes and treatments, and Retail goods (Code RETAIL) for the shampoo and wax it sells over the counter.