Adding a Profit Center Category

Step 1: Navigate to the Configure tab and click on Profit Centers. You will see a list of all the current profit center categories.

Step 2: Enter information into the fields at the top of the window. All fields are required. 

Step 3: When you are finished, click the green check mark to save the category. The new profit center category will appear in the list.

Editing a Profit Center Category

To edit a Profit Center Category, click the pencil next to the category you wish to edit. Be sure to save your changes by selecting the green check mark when you have completed your edits.

Removing a Profit Center Category

You should avoid deleting a category from your reporting system. Deleting will permanently delete all data related to that category and any products within that category from the system.

You will need to set up profit center categories before you can add your products. After you set up your categories, learn how to add products by clicking HERE.

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