Creating Sales Categories in the NX Restaurant Portal

Sales Categories in NX Restaurant are used to group and classify sales data for reporting purposes. Proper configuration of Sales Categories ensures accurate financial reporting and data insights.

Accessing Sales Categories

• In the NX Restaurant Portal, navigate to the Financial section in the left-hand menu.
• Select Sales Categories.

Creating a New Sales Category

1. Click the + New button at the bottom of the list.
2. In the Sales Category Settings section define your new category:
   • Name: Enter a descriptive name (e.g., Food, Beverage, Retail).
   • ID (optional): Enter a numeric identifier if required for third-party integration.
3. Under Type, choose one of the following:
   • Sales – for items that generate traditional revenue such as food, drinks, or merchandise.
   • Non-Sales Revenue – for items like deposits, fees, or other funds that are not considered direct sales.
4. Click Save to complete setup.

Use in Reporting

Sales Categories allow for flexible filtering and grouping of sales in reports. Many financial and operational reports in NX Restaurant can include Sales Category details for clearer analysis.

For help determining the best Sales Category structure for your operation, contact your NX Support Partner or consult your accounting team.