How do I create or edit a category?
Follow these steps
To create a category, follow these steps. To edit the settings of an existing category, follow steps 1 - 2 and then click on the category name you wish you edit.
- Select Products > Product Management.
- Select Category Manager.
- Select the Wrench Icon > New Category.
- Enter the category settings and select Submit. See table below for definitions of each field.
Category settings explained
|Retail price rule for the category
|Applies the selected retail price to all products in this category.
|The name of the category.
|Price books enabled or disabled check box
|Determines whether retail minus price book pricing will or will not apply to products in this category. Often left unchecked for categories like container deposits.
|The customer facing name displayed on invoices and in select integrations.
|Price book discountable through a retail minus price book
|Disables discounts from retail minus price books. Often used to prevent discounts on a category of items such as container deposits.
|Determines which tax rates apply to this category.
|Case price book discount
|Default price price book referenced when products in the category are sold by the case.
|Determines whether or not discounts can be applied to this category.
|The HTML colour value for any labels printed in this category.
|Connected quantity buffer
|When using GlobalTill with external services like Shopify, menu boards, or web portals, optionally buffer the inventory by this quantity to ensure walk-in retail operations will not affect other channels
|Determines the placement of the column for this category in select reporting.