Adding revenue categories
Follow these steps to add revenue categories:
- Select Menu > Setup > Configuration > Revenue Categories.
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Select Add (+), then specify this information:
- Revenue Category
- Specify the name for the revenue category.
- Profit Margin
- Specify the profit margin (%) you want to apply to the revenue category.
- Taxes and Fees
- Select Add (+) then specify the fees and taxes (%) that you want to apply to the revenue category.
- Start Date
- Use the calendar widget to specify the start date from which you want to apply the changes.
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Select Save to add the new revenue category.
Note: To discard your changes, select Reset Changes.