Create and use revenue groups

Create and use revenue groups


What are turnover groups?

With turnover groups you can easily summarize and export the turnover of different article groups. This is useful for, for example, the accountant.



Create or change revenue groups

1. Click on 'Article groups' in the menu
2. Click on the 'Return group layout'



3. Change an existing revenue group or add a new revenue group.
- Add new revenue group: Click on the 'Add a new revenue group' button on the right and fill in the data.



- Change revenue group: Click on the 'pen icon' behind an existing revenue group to customize the revenue group or to add a subgroup.



4. Click on the 'Save' button at the bottom



Assign Article group to a turnover group

1. Click on 'Article groups' in the menu
2. Click on the 'pen icon' for the relevant article group



3. Behind 'Convert Group' select the right desired group.



4. At the bottom right, click on 'Update' to save the change.



Show revenue groups in the statistics

1. Click on 'Shopping settings' in the menu
2. Click on the heading 'Statistics'
3. Set both switches to active.
4. Click on 'Save'




If you now run a report from the Statistics menu, the distribution is made into revenue groups:



The download of the report also includes the turnover groups:



    • Related Articles

    • Revenue overview broken down by supplier

      To view and export a sales overview per supplier, follow these steps: 1. In the menu, click Statistics. 2. Click the Normal subhead. 3. On the page under View, select Supplier statistics. 4. Select the desired period with 'Start Date' and 'End Date'. ...

    • Create list of product returns

      To see sales or sales, it is important to select the employee with the role of 'Owner' or 'Developer'. Would you like to know which products returned in a specific period? 1. Click on 'Assortiment' in the menu. 2. Click the button with the 3 dots at ...

    • Installing precise coupling

      With the link between PrismaNote and Exact Online you forward transactions and payments to accounting. This saves time, prevents errors and keeps your administration up to date. Request the list of ledger numbers from your accountant, as this may ...

    • Export transactions

      1. Click on 'Transactions' in the menu 2. Is it part of all transactions? Click the filter button behind the search bar. 3. Select the period with the "From Date" and "To Date" fields or select another filter if desired. 4. Click the 'Search' button ...

    • Purchase value and sales value per article group

      1. Click on 'Assortment' in the menu 2. At the top right, click on the 3-dot button. 3. Choose the option 'Export by article group' An overview is now downloaded in Excel with the number of pieces, purchase value and sales value per article group. In ...