How to Manage Revenue Centers via Merchant Portal?

How to Manage Revenue Centers via Merchant Portal?

What Are Revenue Centers?

Revenue Centers allow merchants to group and analyze sales based on the device where the order was placed—such as a POS register or kiosk. This makes it easier to monitor performance by service point within a business.

Using this feature, merchants can create, view, edit, and remove Revenue Centers directly from the Merchant Portal.

InfoUse Case Scenario

HarborGrill, a restaurant, operates two distinct service zones—a main indoor dining area and an outdoor patio bar. The indoor area features a POS at the counter and a self-service kiosk. The patio bar, designed for drinks and small bites, operates with a dedicated POS terminal used by bartenders.

To gain better visibility into how each zone performs and optimize service workflows, HarborGrill enables the Revenue Centers feature via the Merchant Portal.

By using this feature, HarborGrill is able to:

  • Create two revenue centers: Indoor Dining – includes POS 1 and Self-Service Kiosk and Patio Bar – includes POS 

  • Filter sales reports by revenue center to understand where peak sales occur.

  • Improve operational insights, enabling the management to monitor and troubleshoot performance per zone without confusion.

Ultimately, this allows HarborGrill to improve revenue tracking accuracy, and drive strategic decisions based on zone-specific performance.

Creating a Revenue Center

Step 1
Navigate to the Settings section on the Merchant Portal.

Step 2
Click on "Revenue Centers".


Step 3
Click on "Add Revenue Center" to open the creation popup.

Step 4
Fill in the form with the following details and click on "Submit".

Notes
Things to Consider
1. A device can be assigned to only one revenue center. 
2. Multiple devices can be assigned to a single revenue center. 
3. Duplicate names are not allowed.
Step 5
After successfully creating revenue centers, it will be listed in settings under revenue centers


Image Link


Editing a Revenue Center

Step 1
Click on "Edit" in the Actions column of the relevant entry.


Step 2
Alter the form fields as needed.

Step 3
Click on "Submit" and the values will get updated accordingly.


Removing a Revenue Center


Step 1
Click on "Remove" in the Actions column of the respective entry.

Step 2
A confirmation prompt will appear. Click on "Confirm" to delete.


How it Reflects 

Once created, the reports section can be filtered using Revenue Centers like shown below. Refer to the following article on How to filter Reports by Revenue Centers.


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