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:



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