Adding revenue categories

Follow these steps to add revenue categories:

  1. Select Menu > Setup > Configuration > Revenue Categories.
  2. 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.
  3. Select Save to add the new revenue category.
    Note: To discard your changes, select Reset Changes.