Sales Category Setup

This area allows you to create, edit, re-order and delete your sales categories. Please be aware that sales categories relate to your recipe list menus and your sales reports, so changes here will have some impact on your system.

• We recommend that your sales categories reflect your recipes and menu items.

To add a new sales category, Go to Setup > Categories Setup > Sales Category Setup

• Choose the Section you wish to add to from the drop-down menu.

• Now click on [Add Sales Category] next to the section name. A menu will appear asking you to name your category.

• Once you have named your category click on the Save button.
• Before you can add any recipes to your new category you must also assign them to a group. Add a group by clicking on the [Add Sales Group] next to your new/respective category.
• A box will be shown where you can name your group. Click the Save button when you have named your group.

• Now you are ready to add recipes to your new category.
• If you wish to edit any category or group names, simply click on one and edit the name in the dialogue box on the right. Remember to click on Save for updating details.

• If you wish to delete any sales groups or categories, you must first remove all items within them.
• To remove a group, you will need to remove the recipes from that group first. You can delete recipes from the recipe list or from Quick Update under Recipes.
• To remove a category you must remove all groups within that category.
• When a group or category is empty, a red X will appear next to the name of the empty group or category in this menu. Simply click the  to delete.

Green highlighted titles are categories while grey highlighted titles are groups. The red highlighted title at the top is your section.

If you would like to re-order your categories you can use the up and down arrows -  to send groups and categories up and down the list. Remember to save once you are happy with the order of your list by clicking on Save Order.