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- Income categories can be managed from Head Office or from within each outlet
- They are specific to each outlet
- Income categories determine the options available to the user when recording income transactions in the finance module
To Manage in Head Office mode
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- Once the Department has been set up, click on Add Categories to add a new category to an outlet
- Fill in the Category Name and select a Department and KPI Category
- Tick Applicable to VAT if required
- Select a VAT Rate
- Add any Finance Codes required
- If the Income category is to be used to record complimentary sales, add a tick in the Complimentary/Discount box
- If the Income category is to be used to record Service Charges, add a tick in the box
- If the income category is to be used to record Credit Card Tips, add a tick in the box
- Tick whether you wish for this Income Category to be available as an option within Cash Sales and Swipe Cards, Internal Sales and/or Credit Sales
- Click Add Category
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