Adding and Editing your Categories in BACON
Modified on: Wed, 26 Jul, 2023 at 7:40 AM
Things to note:
"ACCOUNTS" is where you set up your CoGS categories, your labor job positions, Direct Operating Expenses, or other expenses like taxes.
We pre-install BACON with the categories that will work for most restaurants, but you may want to add, edit, or tweak these to what you are currently using.
It is not necessary to go into great detail on your accounts. If you are unsure of best practices for your situation, it is recommended to schedule a strategy call with Ryan.
You can watch a video tutorial on adding accounts/categories inside the BACON app with more detail on how detailed you should set them up:
Click ACCOUNTS from the left navigation bar.
CHOOSE WHICH MAIN CATEGORY YOU WILL ADD THE ACCOUNT(SALES, LABOR, DoE, EXPENSE, DISCOUNTS) THEN CLICK ON THE PLUS SIGN(TOP RIGHT)
TYPE THE NAME and CHOOSE IF ITS UNDER THE MAIN CATEGORY or a sub-account under existing ones.
Note: Account Number is optional, used for categorization or if you have a payment processing/bank account connected to this category for reference purposes.
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