What are income categories used for?
Income categories allow you to override the standard prices and costs for contracts and customers connected to a specific department. For example, you can apply different labour rates or material markups for a department that serves a particular market segment or customer group.
Income categories are configured at the company level first — see the Company configuration article for details on creating income categories.
How do I assign income categories to a department?
- In Handyman Office, go to Configuration → Department (CTRL+F7)
- Select the department you want to configure
- Click the Income category tab
- The right side lists all available income categories. The left side shows categories assigned to this department.
- Select a category on the right and click the arrow button to move it to the left (assigned)
- Click OK to save
The assigned income categories are now available when creating contracts and setting customer prices for this department.