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Nominal Codes
Nominal Codes

Organize items, menus, and charges to be easily accountable in reporting

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a month ago

Do I Need Nominal Codes?

Note: An account may need to first have this feature enabled. Reach out to a Customer Success Specialist to discuss if your account would benefit from Nominal Codes

Nominal Codes are a great way to account for different types of Sale Items, but are only useful if you have a Custom Report to view them with. Only read on if you've already talked about Nominal Codes with a Customer Success Partner or Account Manager.

Once added, you can keep following the below steps.

Try Using Item Types First

If Nominal Codes are not useful to your account, adding and using Item Types to group like Items might be what you're looking for.

Turn On Nominal Codes

  1. Go to Setup > Organization > Invoicing.

  2. Scroll down to the section labeled 'Nominal Codes.'

  3. Check the box, 'Use Nominal Codes for Sale Items.'

  4. Once activated, click Save.

  5. You can assign a code to Delivery, Gratuity or Discount Nominal Code after you have created it (see instructions below).

Create New Nominal Code

  1. Go to Setup > Organization > Nominal Codes.

  2. In Add Code, type the Code Name into the box.

    1. ex: Baked Goods, Alcohol, Gratuity

  3. Click Add Code.

Add Nominal Code to a Fixed Price Menu

There are a few different ways to add Nominal Codes to Fixed Price Menus

Apply Nominal Code to all Fixed Price Menus at Once

Note: Only do this if you intend to apply a Nominal Code system-wide, there is no reversing this step. However, individual Fixed Price Menus can still be manually assigned different Nominal Codes

  1. In the Nominal Codes, click Apply to Menus near a given code.

  2. Click "Yes" in the pop-up to add the Nominal Code to all Fixed Price Menus currently entered.

  3. Click Set to Default to auto-apply this Nominal Code to any other Menus made in the future.

Apply Nominal Code to Individual Fixed Price Menus

  1. Go to the Menu Module.

  2. Find the Menu and click Edit.

  3. Find the drop down box labeled 'Nominal Code.'

  4. Choose the Nominal Code to assign to the Menu.

  5. Click Save.

Nominal Codes for A La Carte Menus & Items

Because A La Carte Menus are priced by the individual items, you must ensure that

the items are assigned to the correct Item Type.

Learn about Creating an Item Type

Learn about Adding an Item Type to an Item

To add a Nominal Code to an Item Type:

  1. Navigate to Set Up > Organization > Item Types

  2. Click "View/Edit" on the desired Item Type

  3. Choose the Nominal Code from the drop down you want associated with the Item Type

  4. Click "Save"

Apply Nominal Code to a Charge

  1. Go to Setup > Features > Charges.

  2. Click to Edit the Charge.

  3. Find the drop down box labeled 'Nominal Code.'

  4. Choose the Nominal Code to assign to the Charge.

  5. Click Save.

That's how to assign Nominal Codes to Menus and other Sale Items like Charges, Delivery Zones, and Gratuity. Once every Item is assigned a Nominal Code, you can use the Custom Report to find sales related to Items within each Nominal Code. This can make accounting for specific Items easier when tracking specific sales.

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