Retail Back Office: Products/Items - Category

Retail Back Office: Products/Items - Category


Navigation: Log into the BO for your Store then select Products/Items > Category.

Create a New Category / Update an Existing Category

  1. Create a new Category by clicking + New Category.
    1. Or update an existing Category by clicking the corresponding pencil icon under the Actions column.



  2. When clicked, the New/Update Category page appears.


General

  1. General – POS Display Button

    1. Set a POS Display Button for the Category to display as:

      1. Standard Color
        1. Click the small colorized square (next to the larger colorized square).
        2. Select the color by using the 2 sliders.


      2. Upload New Image
        1. Click the icon of the  document with the upwards facing arrow. A File Explorer pop-up window appears.
        2. Navigate to where your Display Button image is saved, then select the file and click Open or just double-click it.
          1. File Format – JPG or PNG
          2. File Size – Maximum of 2 MB
          3. Resolution – Recommended 400px by 400px


  2. General – Name
    1. Set the Name (Mandatory) – the name will appear as a caption for the Display Button. Maximum of 25 characters.



  3. General – Department
    1. Select the Department from the dropdown (established under Products/Items > Departments). Also, here you can create a new Department by clicking + New Department. For more information on Departments, see the Departments article.



Roles

  1. Select the Role(s) that will have access to this Category. If there are a large number of Departments, click the Show All button then Hide to hide the additional listed Roles.


Tare Group

  1. Select a Tare Group from the dropdown. For a large number of Tare Groups, you can type in the Search bar to find the needed Tare Group more quickly. To create a new Tare Group, click the + New Tare Group button. For more information on Tare Groups, see the Tare Group article.


  2. With the Tare Group selected, then select the Default Tare.



    Tax

    1. Select existing Taxes that apply to this Category (the button will turn pink), then click them again to deselect (returns to white). If there are a large number of Taxes you can click Show All, then Hide to hide the additional listed Taxes.
      1. Create a new Tax by clicking + New Tax. For more information on Taxes, see the Tax article.

    2. The Inherit Default Tax toggle is enabled by default and being enabled is mandatory.


    Item Service Charge

    1. Select an Item Service Charge that applies to this Category from the dropdown. For a large number of Service Charges, you can Search by the name of the Service Charge to find it more quickly.

      1. To create a new Item Service Charge, click the + New Item Service Charge button at the bottom of the dropdown. For more information on Item Service Charges, see the Item Service Charge article.

    Availability

    Select when the Category will be available in Sales channels:

    Always

    If Always is chosen, this will be available all days and times.

    Days of Week

    Days of Week
    If Days of Week is selected:
    1. Select Days - Select the Day(s) the Category will be available in POS (you can select more than one day).


    2. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


      1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


      2. For an Available Time, set the Start and End Times for the Category to appear in the POS (clock view).

      3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


    3. Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).


    Days of Month

    Days of Month
    If Days of Month is selected:
    1. Select the appropriate Dates.


    2. If you enable the Available Months (set the toggle to YES), select the Months the Category will appear in POS.


    3. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


      1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


      2. For an Available Time, set the Start and End Times for the Category to appear in the POS (clock view).

      3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


        Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).

    Date Range

    Date Range
    If Date Range is selected:
    1. Select the Start and End Dates (calendar view).



    2. Restriction Days / Available Days - Both Available Days and Restriction Days can be set here by enabling the toggles (setting to YES).


    3. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


      1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


      2. For an Available Time, set the Start and End Times for the Category to appear in the POS (clock view).

      3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


        Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).

    Specific Date

    Specific Date
    1. If Specific Date is selected, select the single Date the Category will be available in POS (calendar view).


    2. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


      1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


      2. For an Available Time, set the Start and End Times for the Category to appear in the POS (clock view).

      3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


        Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).

    Date Range with Time

    Date Range with Time
    If Date Range with Time is selected:

    1. Select the Start and End Dates (calendar view).



    2. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here.


      1. For an Available Time, set the Start and End Times for the Category to appear in the POS (clock view).



      2. You can Add an Available Time period by clicking + Add New Time and a new row appears to select another Start and End Times.


      3. Set the Restriction Time by enabling the toggle, then selecting the Start and End Times (clock view) then click OK.



        Note:         A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).



    Visibility



    1. Hide in POS - Set the toggle to YES to enable it and have the Category appear in POS. It will be disabled (NO) by default.

    2. Conversational - Set the toggle to YES to enable it and have the Category appear in Conversational view in POS. It will be disabled (NO) by default.

    3. Enable Age Restriction - Set the toggle to YES to enable it and have the Category be restricted by age, along with any Sub-Categories under this Category. It will be disabled (NO) by default which means anyone of any age can purchase items from this Category. If an item does not meet the Age Verification in POS, it will be voided and added to the Void Report.

    4. Exclude Receipt Tax - Set the toggle to YES to enable it and have the Category be excluded from a Receipt Tax. It will be disabled (NO) by default. If the toggle is changed from NO to YES (or vice versa) and the Category has Subcategories underneath it, a Reminder pop-up appears confirming that applying the change apply to all those Subcategories., with Okay and Cancel / X Close options. If Okay is clicked, the toggle change is applied. If Cancel / X Close is clicked, the toggle remains unchanged.


    Label Printers

    1. The Inherit Default Label Printer Settings toggle will be available. If enabled, all the Label Printers mapped for the Category will be selected.


    2. You can select/de-select Label Printers for this Category. Selected printers are in pink and de-selected in white. If there are a large number of Label Printers, click Show All to reveal all options. Click Hide to reduce the view of options.


    Create a New Label Printer

    You can create a new Label Printer by clicking the + New Label Printer button. The New Label Printer pane appears. For more information on creating a Label Printer, see the Label Printer article.



    Save/Update and Publish

    1. Click Save to create the new Category (or Update on the existing Category). The new Category will be saved or updated. You are returned to the main Categories page with a confirmation appearing in the upper right corner.
           
           

    2. To push the updates to the POS, click the Publish (red button with upwards arrow and horizontal line) button at the top-right corner.
       

    3. The button will turn green and the message 'Publishing started' appears.


    4. Once complete, the message 'Store data published successfully' appears.


    Delete a Category

    1. Identify the Category to be deleted. Then under the Actions column click the corresponding Delete (trash can icon) button.


    2. The Delete pop-up appears, which contains the message 'Are you sure you want to delete this item' along with Cancel and Delete options.


    3. Click Delete. If the Category does not have any connected Items, it will be deactivated and the confirmation message appears.
      1. Click Cancel or X Close to close the pop-up and keep the Category as active.
      2. If the Category has attached Items, the message 'The category is attached in retail items. Could no inactivate.' appears and the Category remains.

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