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Setting up Tracking Categories

Set up a tracking category with tracking options in XERO & Pabau

You can set up a tracking category with tracking options however you want, so we'll use an example to show you how it works.

Let's say you're a business with seven work locations. You can track sales at each location by setting up a tracking category with tracking options for each location.

  1. In the Settings menu, select General Settings.
  2. Under Reports, select Tracking.
  3. Click Add Tracking Category.
  4. Under Tracking category name, enter the name of the tracking category. Enter your tracking option names under Category options.
  5. Click Save.

    Location tracking category and options

 

Part 2 

1) Now proceed to locate the XERO integration page.

 

 

2) You can now see your tracking categories within Pabau.

 

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