Introduction
On this page you can configure the areas below to give dropdown options when entering finance related data within the Outlet
Assumptions
You have the permission set to access this
Where to find this
From within the Outlet > Finance > Set Up
Step by step guide
Income Departments & Categories - Adding Departments and Categories enables you to categorise income by type for reporting purposes.
Add a Department, click on Add Department, give the department a name and add Finance Code, click on Add
Add a Category that applies to the department. Click on Add Income Category and complete the fields (not all may apply). The first 6 will be required along with at least one of the Income Types (you may not use all 3 types).
Tills - Add a Till (multiple tills can be added) to record Cash Sale information. Click on Add Till, enter the name of the till, then click on Add.
Internal Departments - Add an Internal Department drop down to record Internal Department information if using (not compulsory)
Cost Centres - Add a Cost Centre drop down to record cost centre information if using (not compulsory)
Floats - Enter the float name and amount, this field will be pre-populated with the set amount (can be changed) when entering your daily Cash Up
Default Internal Sales Reference - click on the pen icon to the right of the line to add your reference. This will then show in the reference field each time you add an internal sale. You can only add one reference.