UKUK (EN)
USUS (EN)
EUEU (EN)
GlobalGlobal (EN)

New Category (Advanced)

New Category (Advanced)

A category is used to group items together; these can include products, services and packages (e.g. Footwear, Haircuts and Meals). After adding a category to your inventory it will be visible in the inventory page. The advanced option allows you to add far more category details such as availability, tax and sub categories.

Once a category has been created, you may begin adding and selecting items to be listed in that category.

Tap on Advanced Info to add in further details.

Tip
Get to the page below via Home Screen > Inventory > New Category

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)


Category Details

Here you can input a greater amount of detail, including active status, category location and if the category is to be colour coded.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)


Availability

Tap ‘Availability’ and you will be shown this page. Use this section to restrict the times for when this category is available.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category Advanced (Inventory)

Show in POS

Choose whether or not you want this category to appear in the POS module. There may be some categories which you use to group items but have no purpose in being in the POS (e.g. Cocktail Ingredients).

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category Advanced (Inventory)

Availability

Tap anywhere inside the availability field where the days are displayed.

This will open up the window below, enabling you to choose the availability.

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category Advanced (Inventory)

Tap the blue plus icon to set the availability times of this category.

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category Advanced (Inventory)Add New Category (Inventory)

You can select multiple times of availability throughout the day.

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category Advanced (Inventory)Add New Category (Inventory)

You may also make a category completely unavailable for a specific day(s) by tapping on the calender icon with the name of the day written on it (e.g. MON).

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category Advanced (Inventory)Add New Category (Inventory)

Doing this will remove the blue plus icon and deactivate availability for that day.

To undo this, re-tap the calender icon

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category Advanced (Inventory)


Tax

Tap ‘Tax’ and you will be shown the page below.

Tip
Add, edit and delete taxes via Home Page > Account > Tax Settings

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

Tap to select which taxes are applicable to the category. A green check mark indicates the tax is applied, while the orange cross indicates it is not applied.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

If necessary, an override value can be applied. Tap one of the fields and use the numerical keypad to input a figure.

Caution
If you enter an override value, deselect the tax and save it, you will lose the override value.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

Tap the exchange icon to choose whether the override value is in currency or percentage.

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

Tap the clear button to clear an override value. This will return the tax to the default value.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category Advanced (Inventory)


Sub Categories

Tap ‘Sub Categories’ and you will be shown this page.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category Advanced (Inventory)

Tap on ‘Add Sub Category’ to create a more specified category.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

This will open a small window, enabling you to type in a name for the new sub category (e.g. Oxford Shoe).

Add New Category (Inventory)Tint Add New Category (Inventory)Tint Add New Category (Inventory)

Tap on the sub category and slide your finger to the left. This will reveal three icons, the blue plus icon will add a second level sub category, the pencil icon is to edit and the bin icon is to delete.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

Tip
You can add up to ten further sub category levels to existing sub categories

Add New Category (Inventory)Tint Add New Category (Inventory)

Tap the black check mark to save the sub category.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)


A newly created category will appear on the left-hand side of the inventory home screen.

Add New Category (Inventory)Add New Category (Inventory)

Rearrange the order of categories by tapping the burger icon, followed by tapping on Category Order Priority.

Add New Category (Inventory)Add New Category (Inventory)Add New Category (Inventory)Add New Category (Inventory)

This will prompt a pop-up menu to appear. Tap the ordering icon and drag the category to the position you would like it to be in.

Add New Category (Inventory)Tint Add New Category (Inventory)Add New Category (Inventory)

Your Basket


View Basket
Tillpoint

Ok
Cancel