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Create Category

Create Category

Categories allow you to group similar products. To add a new category in the POS system, follow these steps:

  • Go to the side menu bar.
  • Select Categories from the dropdown menu.
  • Click on Categories to open a new page.

Navigate to Category

Add a New Category:

  • Click on the Add button located at the top left side of the screen.
  • A form will appear, prompting you to enter details of category.

Create Category Form

Enter Product Category Details

Fill in the following fields to define your new category:

Name: Input category name

Parent: Select a parent category if you would like this to be a sub-category.

Tabulate on Invoice: Decide if this category name should be shown on invoices by selecting Enable or Disable option from the dropdown menu.

Name on Invoice: Specify the category name that will appear on invoices.

Suggested Retail Price Markup (%): Enter your desired percentage markup for the suggested retail price of products in this category.

Minimum Required Age: Set the minimum age required for purchasing products in this category, if applicable.

Overselling: Enable or disable the ability to sell more invetory than you have in-stock. Enabiling will let you have negative inventory amounts for products in this category.

Show on Tobacco Report: Choose whether to include this category in the tobacco report, if applicable.

Name on Tobacco Report: Specify the name for the tobacco report, if applicable.

Type on Tobacco Report: Define the type for the tobacco report, if applicable.

Show on MSA Report: Decide if this category should appear on the MSA report, if applicable..

Name on MSA Report: Enter the category name for the MSA report.

MSA Unit: Define the unit for the MSA report, if applicable.

Rewards Category Name: Specify the name for the rewards category, if applicable.

NACS Category: Select the appropriate NACS category, if applicable.

Upload Image:

Use the Image section to upload a picture that represents your category. This helps in visually identifying the category in the system.

Submit:

After entering all the details, click the green Submit button to save the new category.