Product Category Setup

This area allows you to create, edit, re-order and delete your product categories. Please be aware that product categories relate to your product list menus, your stocktake page and your reports, so changes here will have a large impact on your system.

• Your original categories will have been set up before your system came online. Under these original headings, you now can add further categories or edit existing ones.

To add a new product category:

• Choose the section you wish to add the category from the drop-down menu.
• Now select [Add Product Category]. A menu will appear with the following options:
  1. Name of Product Category - Corresponds to the name of your category.
  2. Product Category Setup 1
  3. Product Category Setup 2
  4. Product Category Seup 3 - These are optional product properties you can add to your category. For example, in a wine category, you might like to add options for vintage and region.

• Once you have named your category (and added any properties you might like) click on the Save button.

• Before you can add any products to your new category you must also give it a group. Add a group by clicking on the [Add Product Group] option next to your new category.
• A box will be shown where you can name your group. Click on the Save button when you have named your group.

• Now you are ready to add products to your new category.

• If you wish to edit any category or group names, simply click on one and edit the name in the dialogue box on the right. Remember to Save.

• Should you wish to delete any product groups or categories, you must first remove all items within them.
• To remove a group, you will need to remove the products from that group first. We recommend using the Quick Update feature to quickly move items between categories. 
• To remove a category you must remove all groups within that category.
• When a group or category is empty, a red X will appear next to the name of the empty group or category in this menu. Simply click the  to delete.

Green highlighted titles are categories while grey highlighted titles are groups. The red highlighted title at the top is your section.

If you would like to re-order your categories you can use the up and down arrows -  to send groups and categories up and down the list. Remember to save once you are happy with the order of your list.