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.|
|Product 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.|
|Display name||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.|
|Tax rates||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.|
|Discountable||Determines whether or not discounts can be applied to this category.|
|Label colour||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|
|Order number||Determines the placement of the column for this category in select reporting.|