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Aloha POS

Creating a retail category for reporting and accounting purposes (optional)

If you have a generic retail category to which you assign all of your retail items, you can assign this generic category to the charitable donation item; however, you can also create a category of the Retail type specifically for charitable donations, which allows you to track donations separately for reporting and accounting purposes.

To create a Retail category specifically for charitable donations:

  • Log in to Aloha Configuration Center (CFC) or Aloha Manager (AM).
  • Select Maintenance > Menu > Categories.
  • Click New, select Retail, and click OK.
  • Accept the system assigned number or click the ellipsis button (...) next to ‘Number’ to display the Number Assignment dialog box from which you can choose an alternate number.
    Example retail category in Category Maintenance
  • Type a name, such as ‘Donations,’ for the category.
  • Type a description to identify the category, such as ‘Donations for Charity.’
  • Click Save and exit the Categories function.

Continue to "Creating the charitable donations revenue item."

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