coreSTORE - Inventory: Managing Categories
Categories are vital in POS and inventory management systems as they help organize products, streamline inventory tracking, and enhance data analysis. By grouping similar items together, businesses can easily monitor stock levels, identify trends, and make informed decisions. Proper categorization also improves the efficiency of sales processes, ensuring that customers have a smooth and satisfying shopping experience. Overall, categories are essential for effective inventory control and business growth.
## # coreSTORE
Click on Categories
Click on Add root category
One of the first options you'll come across is the "Add Root Category" button.
Attaching to a Root Category
After clicking the button, you'll have the option to attach the new category to an existing "parent" category within the system.
Click on Category Name:
You can then give your new category a unique name
Click on Ecommerce Category:
This option allows you to attach the new category to an existing e-commerce category. As a result, any items added to this category will automatically be included in the same online category, if desired.
Category Type:
This option allows you to attach a category to a specific item type. This way, any items matching that item type will automatically be included in this category.
Click on Category Color:
This option relates to the color of the category if you wish to show this category on your sales screen item grid.
Category Image
A category image connects to the item grid within the sales screen. Instead of using a base color as described earlier, you have the option to use a background image. This can make organizing your item grid more efficient than color coding.
Category Description
You can add a description to any category in the system to provide more detailed information about that specific category.
Attributes
You can also add additional attributes just like item variations for more details of this category if you decide to do so.
Default Markup %:
You can set up a specific default markup % for any category.
Default Margin %:
You can set up a default margin % for any category.
Check Rentals
You can set a category to rentals only.
Default Value For Is ECommerce
The default value for "is e-commerce" ensures that every item added to this category will automatically be marked as an e-commerce item and pushed to your website, eliminating the need to manually adjust this setting for each item.
Prohibit Manual Discounts
This value when checked, means that no matter the employee permission,any item in this category can be manually discounted unless unchecked by an employee who has access to the category management screen.
Prevent Sale To New Customers
In case you have items in your store that are only sold to existing clients, this option will prevent any sales of items in this category to new clients or sales without a customer profile attached.
A store might choose to sell items from a specific category only to returning customers to strengthen customer relationships, provide personalized service, foster brand loyalty, manage inventory effectively, and execute targeted marketing strategies. This approach can enhance customer experience and satisfaction while creating a sense of exclusivity for loyal customers.
Show Rental Time Only (Hide The Date)
This setting allows you to disregard the rental item's rental date and prioritize only the time it was rented out. This helps keep your item grid cleaner and more condensed, displaying only the essential rental information if you only require the time of the rental.
Require A Waiver
This option mandates that any item in this category requires a waiver. It's particularly useful for rental items or services that necessitate a waiver agreement.
Default Items To Non Taxable
This option allows all items in this category to be non taxable.
Check Require Customer For Sale
This option mandates that a customer is required for the sale of any items in this category. It's particularly useful for rental items and services but can be applied in various environments and for different purposes.
Check Hide Price On Grid
This will also reduce the information displayed on your sales screen item grid if you choose not to show the price of items in this category.
Add Child Category
You can directly add child categories to any existing categories by clicking on this button. You can even include child categories for previously created child categories if you need that level of specificity.
Edit & Delete
The edit button allows you to revisit any of the previous settings we discussed and update your existing categories as needed.
Hide From Grid
This option will be enabled by default for any new categories. If you wish to hide this category from your item grid, uncheck the option shown below.
Click on Edit
## # coreSTORE
Click on Categories
Click on Add root category
One of the first options you'll come across is the "Add Root Category" button.
Attaching to a Root Category
After clicking the button, you'll have the option to attach the new category to an existing "parent" category within the system.
Click on Category Name:
You can then give your new category a unique name
Click on Ecommerce Category:
This option allows you to attach the new category to an existing e-commerce category. As a result, any items added to this category will automatically be included in the same online category, if desired.
Category Type:
This option allows you to attach a category to a specific item type. This way, any items matching that item type will automatically be included in this category.
Click on Category Color:
This option relates to the color of the category if you wish to show this category on your sales screen item grid.
Category Image
A category image connects to the item grid within the sales screen. Instead of using a base color as described earlier, you have the option to use a background image. This can make organizing your item grid more efficient than color coding.
Category Description
You can add a description to any category in the system to provide more detailed information about that specific category.
Attributes
You can also add additional attributes just like item variations for more details of this category if you decide to do so.
Default Markup %:
You can set up a specific default markup % for any category.
Default Margin %:
You can set up a default margin % for any category.
Check Rentals
You can set a category to rentals only.
Default Value For Is ECommerce
The default value for "is e-commerce" ensures that every item added to this category will automatically be marked as an e-commerce item and pushed to your website, eliminating the need to manually adjust this setting for each item.
Prohibit Manual Discounts
This value when checked, means that no matter the employee permission,any item in this category can be manually discounted unless unchecked by an employee who has access to the category management screen.
Prevent Sale To New Customers
In case you have items in your store that are only sold to existing clients, this option will prevent any sales of items in this category to new clients or sales without a customer profile attached.
A store might choose to sell items from a specific category only to returning customers to strengthen customer relationships, provide personalized service, foster brand loyalty, manage inventory effectively, and execute targeted marketing strategies. This approach can enhance customer experience and satisfaction while creating a sense of exclusivity for loyal customers.
Show Rental Time Only (Hide The Date)
This setting allows you to disregard the rental item's rental date and prioritize only the time it was rented out. This helps keep your item grid cleaner and more condensed, displaying only the essential rental information if you only require the time of the rental.
Require A Waiver
This option mandates that any item in this category requires a waiver. It's particularly useful for rental items or services that necessitate a waiver agreement.
Default Items To Non Taxable
This option allows all items in this category to be non taxable.
Check Require Customer For Sale
This option mandates that a customer is required for the sale of any items in this category. It's particularly useful for rental items and services but can be applied in various environments and for different purposes.
Check Hide Price On Grid
This will also reduce the information displayed on your sales screen item grid if you choose not to show the price of items in this category.
Add Child Category
You can directly add child categories to any existing categories by clicking on this button. You can even include child categories for previously created child categories if you need that level of specificity.
Edit & Delete
The edit button allows you to revisit any of the previous settings we discussed and update your existing categories as needed.
Hide From Grid
This option will be enabled by default for any new categories. If you wish to hide this category from your item grid, uncheck the option shown below.
Click on Edit
Updated on: 06/26/2024
Thank you!