Please note: You must have admin access to complete this action
This action can be taken by accessing the dropdown menu from your email/name in the top right-hand corner of Bizimply.
Go to Settings in the dropdown menu
Go to Revenue on the left hand side
Click into Revenue Streams
Set up Revenue Streams as per instructions here
Underneath "Mapping" in Revenue Streams, you should see every Location in your account.
Click into one of your Locations under Mapping by clicking on the small downward arrow
You will be presented with all the Revenue streams you have created. Choose how many of these you would like to track in the Revenue Centre for this Location by checking the box. Choose the Streams relevant for the location going forward.
You can also choose if you would like to track this Revenue Stream against one or more Schedules in the Location. This will help compare labour hours information against revenue, creating Labour Sales % for each schedule on the Dashboard for that Location. Click onto each schedule you want mapped in the dropdown provided to the right of the checkbox
All selections will be saved instantly, and can be easily changed if needed.
How to Configure Revenue Mapping to Your Business Needs
If you want to have a Labour Sales % on your Location Dashboard based on one or more Revenue streams against all Schedules in a Location, you should tick the streams you wish to Map to the Location, but do not map them to Schedules.
If you want to have a Labour Sales % on your Dashboard based on one revenue stream assigned to multiple Schedules, to provide an accurate labour sales % for each Schedule, map all Schedules to the Revenue Stream.
If you would like to have a Labour Sales % of a Revenue Stream tied to one specific Schedule, map the Revenue Stream to the corresponding Schedule in the Location
Please note: if you have an old revenue stream from your Shiftlog which you will no longer be using, do not delete the stream. Just keep it unticked under each Locations.