QUESTION:

Can an item option be setup to assign/split revenue between multiple accounts or categories? 

How can it be setup to assign revenue flow?


RESPONSE:

An option CANNOT be assigned to more than one account (SFO) or category (SCA) in the Extras section of the item creation window.


Scenario 1: Field Trip (entry ticket) with Lunch

The item has a base cost entered in the Financials section, which can be assigned multiple accounts/categories, view this article Assign, Split Revenue in Item Financials (no option)to multiple accounts or categories and the revenue of the option and choices can be assigned to another an account/category. 


This will allow the item purchase revenue to flow to the account/category in the Financial section, as well as the option/choices revenue, within the same purchase, which would flow to the account/category assigned in the option.


Example: Field Trip cost is for the ticket and revenue of the item purchase flows to the field trip account/category assigned. But it also has an option with choices for a lunch. That option may be assigned to a different account/category, possibly a lunch category/account.


When item is purchased, the revenue flows to the field trip account/category. And if parent purchases a lunch, that revenue then flows to the lunch category/account.


Scenario 2: No Base Cost, Two Options (revenue of each flows to a different account/category)

The item doesn't have a cost entered in the Financials section. The cost remains at $0.00. The item has 2 (two) options with choices. An account/category is assigned to each option and they can differ.


Here is a SchoolCash Online screen capture of what a parent would see.




Related Articles

. How to Create an Item

(video) How To Create an Item

Assign, Split Revenue in Item Financials (no option) to multiple accounts or categories