Product Categories

Product Categories

Product Categories Overview

A product category is a group of similar products that share related characteristics that helps in organizing, promoting, and pricing products. With clear product categories, products are easier for customers to find and understand. A single category may have multiple products of similar types. It helps you identify the type of product. Whenever the customer appears at the POS counter to buy a specific product, the cashier can easily search for products in the related categories. 

This article focuses on creating new product categories, adding sub-categories, editing, and emptying the existing product categories in Control Center to make in-store functions easier.

1. Reaching "Product Categories"

To reach "Product Categories," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale

                                                                                   Figure A
  1. Step 3: Choose Pricebook
  2. Step 4: Choose Products
  3. Step 5: Choose Categories

Understanding "Product Categories" Module

By clicking "Product Categories," you can see its page with various fields.


                                                                              Figure B

2. Adding a New Product Category

Follow the steps mentioned below to add a new product category: 
  1. Click the “Add New Category” button in Figure B above to add a new product category. See Figure B.
  2. The form highlighted in Figure C will appear on your screen.

                                                                         Figure C
  1. Enter the name of the product category and click on the "Save" button to save the product category. Click on "Close" to discard the changes and to go back to Product Category page. 
  2. Once the product category is created, the products belonging to the category will map into this category. 
The header  displays the subcategory for that category.

2.1 Adding a Product Sub-Category

If you wish to add a sub-category for the product, then right click on the main category in the category list.

 
                                                                                           Figure D
  1. Click on "Add Sub-Category" as highlighted in Figure D to to add a new product sub-category.
  2. The form highlighted in Figure E will appear on your screen.

                                             Figure E
  1. Enter the name of the sub-category and click on "Save."

2.2. Quick Options for Product Categories

See Figure D.
  1. Expand All: This option will expand the sub-categories for all the product categories list.
  2. Collapse All: This option will collapse the sub-categories for all the product categories list.
  3. Add New Category: With this option, you can create a new main category for the products.
  4. Add Sub-Category: This option allows you to create sub-categories for the selected main category.
  5. Remove: This option will remove/delete the selected main category.
  6. Rename: For renaming the main category, you can select this option.
These created categories will help you keep your products organized, and allow you to make mass changes with the mass update tool more easily.


                                                  Figure F 

3. Emptying the Product Category

Follow the steps mentioned below to Empty the Product Category:
  1. Click the “Empty Categories” button highlighted in Figure B above to delete the selected category along with the products associated with the category.
  2. The form highlighted in Figure G will appear on your screen.

                                                                                      Figure G
  1. Select the product category that you wish to delete from the product category list by checking the checkboxes against them.                                                                                                                                                                                                                                                                                                        Figure H

                                                                             Figure I

4. Deleted Categories

All the deleted categories will be displayed under this button.
 
                                                       Figure J  
  1. If you click on the restore button highlighted as  in Figure J, the deleted category will get restored back to the product categories list.
  2. Once done, you will be prompted with the message "Product Category Restored Successfully."  

                                                                  Figure K

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