Retail Back Office: Inventory - Sub Category

Retail Back Office: Inventory - Sub Category


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

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

  1. Name – Displays the subcategory’s name.
  2. Category – The category under which the subcategory is assigned.
  3. Description – Displays description of the subcategory.
  4. Value On Hand – Displays the available amount of stock.
  5. Actions – Buttons for Edit (pencil) and Delete (trash can).
  6. 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 Subcategory is sent to Inactive status with a ‘Subcategory inactivated successfully’ confirmation message appearing.
    2. Select Cancel, and the Subcategory is kept in Active status.

Create a New Subcategory (or Update an Existing Subcategory)

  1. Create a new Subcategory by clicking + New Subcategory at the top-right (or click the corresponding Edit [pencil] of an existing Subcategory).


  2. The New/Update Subcategory  pane appears, with the following fields:


  3. Name – (Mandatory) Enter the name of the subcategory (maximum of 25 characters).
  4. Select a Category from the dropdown list of created Categories.


  5. Code – Enter the code for the subcategory (letters and numbers allowed, no maximum).
  6. For the Override Tax toggle: if enabled (set to YES), the Tax dropdown is available for selecting the Taxes that will be overriden.
  7. Description – Enter more details about the subcategory (letters and numbers allowed, no maximum).

  8. When ready, click Save / Update. You’re returned to the Subcategory page with a confirmation message appearing at the top-right.
    1. Click X Close / Cancel to close the pane without creating / updating a Subcategory.

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