Sales Categories are used to create a breakdown your Sales based on categories of the menu. Common examples are Food, Alcohol, Retail, etc. Once these categories are created and then applied to various parts of the menu, the Sales Summary report will provide a new breakdown box based on the sales that occurred by their category.
To create a Sales Category, login to www.Toasttab.com and find the option for "Sales Categories" under Other Setup.
On the next screen, you can create as many Sales Categories are you need by simply using the Add button. When finished creating categories, remember to Save.
Now that the categories have been created, we'll need to apply them to the menu so that future sales begin recording to their category.
Move to the Menu>Advanced Properties editor using the "Restaurant" menu across the top of the page.
From the Advanced Properties page, you can quickly edit many property configurations of all your Menus, Menu Groups, Menu Items, Modifier Groups and Modifier Options.
To show the editor column for Sales Category, use the Show/Hide button above the table and click Sales Category so that a check mark appears.
With the Sales Category column shown, you can now assign each of your menus a category and save. Once assigned, future sales from each of these menus will be broken down by category in you Sales Summary. This does not affect/categorize previous sales prior to making these changes.