Retail Back Office: Inventory - Category

Retail Back Office: Inventory - Category


Navigation: Sign into the Back Office for your Retail Store, then select Inventory > Category


The Category page appears, including the Total Value on Hand, along with a table containing the existing Categories containing with the following columns:

  1. Name – Displays the category’s name.
  2. Description – Displays description of the category.
  3. Value On Hand – Displays the available amount of stock.
  4. Actions – Buttons for Edit (pencil) and Delete (trash can).
    1. Delete – The Delete pop-up including the message ‘Are you sure you want to delete this item’ appears, with Cancel and Delete options.
      1. Select Delete and the Category is sent to Inactive status with a ‘Category inactivated successfully’ confirmation message appearing.
      2. Select Cancel, and the Category is kept in Active status.
​

Create or Update a Category

  1. Click the pink + New Category button at the top-right (or click the corresponding Edit [pencil] of an existing Category).


  2. The New Category (or Update Category) pane appears.
    1. The Save / Update button is disabled by default - and will be enabled only after filling in all mandatory fields (and for updating a category, updating an existing field).

  3. Name – (Mandatory) Enter the name of the category (maximum of 25 characters).
  4. Code – Enter the code for the category (numbers and letters allowed, no maximum).
  5. Tax – Select from the dropdown (you can search to find your selection more quickly).
  6. Description – Enter details about the category (numbers and letters allowed, no maximum).
  7. Select Save to create the new Category (or Update to update the existing Category). You’re returned to the Category page, and a confirmation message appears at the top-right.
    1. Click Cancel / Close to close the pane without creating or updating the Category.

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