How To
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
Setting | Details |
---|---|
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. |
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