Sales Categories on QSR & Delivery

Description: QSR Sales Categories allow for more accurate reporting and include Food, Beverages, Retail, Liquor, Wine, and Beer. You can also create new ones at any time based on what you sell. These are optional to set and are for basic reporting purposes only. Review how to add, rename, delete or change the list order of Sales Categories below. 

1. Adding a New Sales Category
2. Rename an Existing Sales Category
3. Delete an Existing Sales Category
4. Change the List Order of the Sales Categories

For more information on the other options within this section, visit the QSR: Database Settings article.

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Adding a New Sales Category

1. To add a new Sales Category, log in to the POS system and navigate to Admin > Config Tools > Database Settings > Sales Categories.
2. Once you access the Sales Categories tab you will see the following screen. To add a new sales category, select the Add New Sales Category button to the right.
3. In the pop-up field that appears, enter the name of the new Sales Category.
4. Once entered, select Complete to add the new sales category, and you will then see it listed under the Database Settings.

Rename an Existing Sales Category

1. Underneath the list of Sales Categories in the Database Settings, select the name field of the category you wish to edit.
2. The popup prompt showing the name will come up with the on-screen keyboard.
3. Here, you can adjust the name of the Sales Category and then press OK to save your changes.

Delete an Existing Sales Category

1. Underneath the list of Sales Categories in the Database Settings, select the ID field of the category you wish to edit.
2. The line for that category will highlight in yellow, which will indicate that you have that one selected.
3. Select the Delete Sales Category button located on the far right of the screen (the red-colored button under the “Add” button). This will remove the Sales Category altogether.

Change the List Order of the Sales Categories

1. Underneath the list of Sales Categories in the Database Settings, select the ID field of the category you wish to change the order of.
2. The line for that category will highlight in yellow which will indicate that you have that one selected.
3. Use the arrows to the right of the list to move the category up (up arrow) or down (down arrow).
4. Whatever category you select, you can move using the arrows to arrange them in the order you prefer.