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How to Setup Reporting Structure

In this tutorial, you will learn how to create a reporting structure and assign to sales items.

Report Hierarchy

report hierarchy

These fields are used to determine how the sales items are listed in sales reports.

Departments – Highest-level for sales items (Golf Shop Revenue, Golf Course Revenue, Food and Beverage)
Item Categories
Item Sub-Categories
Item Types – Lowest-level for sales items.

Click the star icon to create a new department, sub-department, item category, item sub-category, or item type.
Click the X icon to delete.
Click the MERGE icon to merge.

Assign to Sales Items

  1. Setup | Sales Items
  2. Find Sales Item or Create New
  3. Click Details Tab
  4. Set Report Structure on left side

assign to sales items

Support categories

User guide

Barcode scanners
Credit card swipes
Personal data terminal
Pole display
Touch screens
Accounts receivable and billing
Awards, credits, gift certificates, misc.
Food and beverage
Inventory management
Sales items
Shopping cart