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Pickleball Facility Setup
Module 5: Pro Shop Setup
Create Revenue Categories
Create Revenue Categories

Module 5 (3/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create tags that can sort revenue streams.

  • Use Cases: System users can save time when running financial reports. Use pickleball revenue categories to identify specific types of club/organization revenue.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 3.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report


SETUP REQUIREMENTS

Go to the side menu and click SETTINGS > BILLING SETTINGS. Click the Revenue Categories icon.

On the next page:

  1. Click the Create Revenue Category button.

  2. Configure settings. (see below)

  3. Click Save changes.

Filling in the fields

  • Name - Enter a unique name for the category.

  • GL Code - Enter a general ledger code for the category.

  • Eligible for Misc Items - If this box is checked, system users can assign this revenue category to a miscellaneous fee.

  • Reservation Types - If applicable, assign this revenue category to fees from one or more reservation types. If not applicable, leave this field blank.

  • Event Categories - If applicable, assign this revenue category to fees from one or more pickleball event categories. If not applicable, leave this field blank.

  • Memberships - If applicable, assign this revenue category to fees from one or more pickleball membership types. If not applicable, leave this field blank.

  • Item Categories - If applicable, assign this revenue category to fees from one or more pickleball item categories. If not applicable, leave this field blank.

Reviewing the table

After saving a category, CourtReserve adds a row to the Revenue Categories table. The table shows the product or club activities linked to each revenue category.

Click Edit to update a revenue category or Delete to remove it from the platform.

VIDEO TRAINING & RELATED WEBINARS

Watch the Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 4: Create Pickleball Manufacturers

  2. Read Module 5, Part 5: Create Pickleball Items

  3. Read Module 5, Part 6: Create Item Variants

  4. Read Module 5, Part 7: Create Pickleball Taxes

  5. Read Module 5, Part 8: Launch the POS

  6. Read Module 5, Part 9: Discount Items in the Shopping Cart

  7. Read Module 5, Part 10: Manage POS Permissions

  8. Read Module 5, Part 11: Create an Item Sales Report

  9. Read Module 5, Part 12: Create a Category Sales Report

  10. Read Module 5, Part 13: Create an Inventory Valuation Report

  11. Read Module 5, Part 14: Create a Reorder Stock Report

  12. Read Module 5, Part 15: Create a Sales Report

  13. Read Module 5, Part 1: Set Up Pickleball POS

  14. Read Module 5, Part 2: Create Pickleball Item Categories
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