Understanding revenue categories
Revenue categories are a way to track and analyze sales activity. When creating or modifying a service, Purchase Option, package, gift card, product, or Book-a-Spot asset, you have the option to assign it to one or more revenue categories or create new revenue categories.
What you can do with revenue categories
Use revenue categories to manage your sales or income reports. Here are a couple of ways you can do so:
- Assign a revenue category when you want to organize and filter data using specific variables for sales or income reports.
- This normally applies to primary groups like appointments or secondary groups such as massages, facials, or spa treatments.
- Assign a product or service to one revenue category to easily find transactions involving that item using the Sale Summary Per Revenue Category Report, or by filtering the All Sales Report by revenue category.
Key tips
- Limitations to assigning revenue categories
- You can assign more than one revenue category when you want to organize and filter data by combining more than one variable.
- For example, if you want to combine a primary group such as appointments, classes, products, memberships, or gift cards with a secondary group, or if you want to view a specific offering in the secondary group (for example, if you want to create sales reports for all stone massage or body wrap services).
- If you assign an item with more than one revenue category, the Sales with Revenue Categories Report and Sale Summary Per Revenue Category Report will display duplicate transactions for each additional revenue category assigned.
- You can assign more than one revenue category when you want to organize and filter data by combining more than one variable.
