Product categories are used to keep the products you have organized. The most common categories are added to your account automatically, however, you can customize them to fit your own needs.
To add a new category, do the following:
1) Go to Inventory -> Product Categories
2) On the Product Category List page click the +Add New Category button to bring up the New Product Category pop-up;
3) Fill out the Name field. Leave the Parent field as -none-, if you want to create the main category; or select a parent from the drop-down list, if you want to create a subcategory. Custom Categories that do not have a Parent category are placed inside Other category.
Pick the Icon Name and Color that will be used on POS iPad for display purposes.
Enter the description, that will be used internally to help your staff better assign products to their categories, and click the Save button to apply the changes.
The newly created categories will appear at the end of the category list, subcategories can be viewed under the parent category.
You can always delete custom product categories and subcategories by clicking the garbage bin icon on the right-hand side of the category/subcategory name. Keep in mind, that you can only delete product categories when there are no products in them. System categories cannot be deleted.
Newly created custom categories are highlighted in green.
Categories can be reordered by dragging and dropping.
When any changes were made to categories (created, edited, deleted, reordered, etc.) then all changes are instantly synchronized with POS and Potify.
Please refer to our article here to learn how to create product categories on the iPad.
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