Setting Financial Categories for SKUs

Financial categories are set at the SKU level in the Catalog.

The category you set for each SKU relates directly to how the data will be downloaded to excel in your reports and does NOT relate to the Accounting function that allocates the income to the different ledger accounts.

• Go to Store & Forms / Catalog.
  
• Select the SKU to be edited.
  
• Go to the Sales Information tab.
  
• Type in the "Category" for the SKU.
  

• Related Articles

• Creating a SKU

  SKU - The SKU is the code in your Membership Toolkit system that tracks all of your transactions. All SKUs are created and stored in the Catalog. Video - How to Create a SKU Adding a New Product to the Catalog To add new products to your Catalog, go ...

• FAQs - Catalog and SKUs

  FAQ - Can a SKU be deleted? A SKU can be deleted up until the time you add it to a form.  Once you have added it to a form it cannot be deleted.   If you no longer want to use a SKU that has previously been added to a form, make it Inactive.  From ...

• Setting Up a Store

  A "Store" can be created on a website content page as a way to sell products without creating a form. They can be accessed by both logged in users as well as Guest users.  Items will be displayed on the page in a grid of blocks. To create a Store: Go ...

• Creating a Membership SKU

  Membership is a Status that is achieved when a user either purchases a SKU that is set to trigger membership or an Admin manually grants membership to a user. To add a new Membership SKU to your Membership Form you need to first create the SKU in the ...

• Accounting Reports

  Income & Expense Report The Income & Expense report is a standard accounting report that produces an on-screen report of your income & expenses for a given date range. Go to Accounting / Reports / Standard Accounting Reports / Income & Expense ...