Categories are used to organize your inventory and as filters to group your items together in reports and inventory counts. We recommend deciding on a category structure for your inventory and creating it before you add items to your inventory. This way, you'll be able to assign items to a category as you add them to your inventory. If you plan to import all your items, however, we recommend you enter the categories you want your items to be assigned to in your import file. Once the items are imported, Retail POS will create the category structure of your inventory automatically.
To create categories:
- From the main menu, select Inventory > Categories.
- To create a new category, select + New Category.
- Enter the category name.
- Select Save Changes.
- To add a sub-category to the category, select the category you just created.
- Under Add Subcategory, enter the sub-category name and select + Add Subcategory.
- To add another sub-category to the branch, select the sub-category you just created.
- Under Add Subcategory, enter the name of the next sub-category and select + Add Subcategory.
- Repeat steps 8 and 9 until the branch is complete.
- Select Save Changes.
- Repeat steps 2-11 until you've created all your categories.
Note: You can change the structure of a category branch by selecting the "parent" of a sub-category and assigning it to a different "parent". When you change the "parent" of a sub-category, however, the structure of the branch below it is maintained. For example, if you have the category branch Women > Tops > T-Shirts, assigning the Tops sub-category to the Men "parent" category also moves the T-Shirts sub-category under Men. The new category branch would be Men > Tops > T-Shirts.