Configuring Reporting Categories

Basic Info: These are optional settings to create reporting categories that are useful for organising line item data when a report is generated and for syncing with Quickbooks

Reporting categories can be edited at any time. Because Reporting Categories are dynamic and mutable, they are not saved directly in order data. They are in effect a filter that can be applied to order data to organise it into reports.

1. Create reporting categories

Go into HQ Food & Drinks, choose Reporting Categories, then enter a category name and click on "add".  That's it

2. Adding a reporting category to an item

First, go to HQ Food & Drinks > Item Details > Item Reporting Categories. Click on "edit" of the item you want to modify.

When open, scroll down to the Reporting Categories section and add categories by clicking on the one you want in Inactive. Once it has moved to Active it has been assigned. 

Don't forget to save!