Why do I need to add a Category to a Retail Item?

Modified on Tue, 19 Sep 2023 at 10:49 AM

Adding Categories onto your retail items allows you to create groups from which to separate your sales into for your own records.  For example, if a studio were to Categorize items as: accessories, clothing, food, and beverages, then these would be the Categories that appear in the Reports section of your fitDEGREE admin. To find this breakdown, Go to your drop-down menu in the top left corner and select:
  1. Reports > Money > Revenue. 
  2. Select the date range of the report you want to pull. 
  3. Scroll down to Revenue by Items
  4. Click into Retail Items to see your "grouped" retailed items by their "Category"

Additionally, the creation of Categories allows you to have easier control of the tax function of your Retail screen. For taxes, you would be able to click the button that says "Manage Retail Categories" and set a default tax per Category. 

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