Sales Categories in qoda.ly provide a way to group items for the purpose of organizing and analyzing sales data within reports. They do not affect the live ordering process or inventory management.

How Sales Categories work

• Assignment: you have to assign all items to a Sales Category.
• Default categories: qoda.ly accounts come with “Food” and “Drink” Sales Categories set up by default, but you can customize these to fit your restaurant’s needs.
• Reporting focus: qoda.ly’s sales reports can be filtered or broken down by Sales Categories to provide deeper insights.

Benefits of Sales Categories

• Customized reporting: tailor your sales reports by creating Sales Categories that align with how you want to analyze your business (e.g., “Services”, “Alcohol”, “Imported wines”).
• Trend identification: track sales performance within specific Sales Categories over time to identify trends, popular dishes, or areas for improvement.
• Data-Driven decisions: use the insights from Sales Category reports to make informed decisions about menu design, pricing, and promotions.

Best practices

• Strategic Setup: create Sales Categories that reflect the most relevant areas of analysis for your business.
• Thorough Assignment: ensure all items are assigned to the correct Sales Category for accurate reporting.
• Regular Review: revisit your Sales Categories periodically to ensure they remain relevant as your menu evolves.

Need help? Contact qoda.ly Support for personalized assistance.