Using categories to break down revenue

Using categories to break down revenue

You are able to setup as many categories as you'd like and assign them to Inventory, Other Services and Special Services.  This will let you print the Sales report and see how much revenue in each category that you brought in.

Please note:  Lite users do not have the Inventory feature.  Please contact Sales if you'd like to upgrade to the Standard version.  Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.

Click on File, Inventory, Categories.
Hit New before adding a category and Save after each one.
For example if you sell dog food, you can have one category called Dog Food and put all inventory items under that category.  You can setup a category for each brand of dog food.  You can setup categories for each brand and type of dog food.  



Once you have the categories, click back over to Inventory and assign the categories to each inventory item, hitting Save after each one.



You are also able to assign categories to Other Services and Special Services in File, Lists.





Click on Reports, Revenue, Sales report.
You can either print by All categories or click Select and choose the categories you want.
Detail will give you the invoice number, owner name, line item info.
Summary will just give you a total for each category.






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