Category Setup


				

Contents

Overview

The Category Setup configuration is where you organize your products and services as they will be displayed in your POS System.

Categories are selected during Item and Bundle setup and display in the left panel of your POS user interface.

Categories in Point Of Sale

Configuring Categories

The form to add a Category and Subcategory in the right section of the user interface is the same. There is a slight difference however, on how to activate the form when you add a Subcategory (see Adding a Subcategory Below).

Adding a Category

To Add a Category:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Inventory, Activities & Related Settings section, select Category Setup.
  3. In the Categories section (left), click Add.
  4. Select New Category from the pop-up list. This activates the Create Category section (right).
  5. Enter the Category Name.
  6. If you would like to inactivate the Category, select the Inactive check box. If not, leave it cleared.
  7. Click the Color Selector icon to the right of the Display Color field and select a color. The HTML color code, with the font in the actual color, will display in the Display Color field. This color code displays for that Category in POS (See above Screen Shot).
  8. Enter a description of the Category in the Description text box.
  9. Within the Staff Work Role Restrictions box, select whether the work role has the ability to sell and/or return items in that category. Select the checkbox next to 'Ability to Sell' to enable selling for all work roles and click the checkbox next to 'Ability to Return' to enable returns for all work roles. Note that if a user attempts to return an item that they do not have permission to return, an error displays and they are prompted to enter a PIN for another user with permission.
  10. Click the Save button.
    Category Config 01.png


Adding a Subcategory

You must first select a Category to add a Subcategory.

To Add a Subcategory:

  1. Repeat Steps 1 & 2 above.
  2. Click a Category in the Categories section. Your selection will be highlighted in gray.
  3. Hover over Add and select Subcategory from the pop-up list. This activates the Create Subtegory for {Category Name} section on the right.
  4. Repeat Steps 5-10 above.
    Category Config 03.png


Next Step?

NEXT STEP: Tender Types..........Previous Step: Workstations

NOTE: Now that you have added Employees and you can now go back and edit the Service Provider links on the Staff Work Roles page.

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Inventory, Activities & Related Settings

Agreements
Agreement Templates
Agreement Groups
Agreement Classifications
Portal Configuration
Past Due Batch Cancel
Cancellation Reasons
Bundle Setup
Category Setup
Access Types


Discounts/Adjustments
Item Setup
Reinstatement Reasons
Vendors
Suspension Reasons
Redemption Rules
Inventory Receiving
Inventory Adjustments
Inventory Adjustment Reasons


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security Agreement Writer


Rentals Configuration | Enterprise & Location Setup | Inventory, Activities & Related Settings | Data Management | Financial | Sales & Prospecting | Workstations & Devices | Employees & Staff | Tax | Scheduler | Childcare Configuration & Settings | System Maintenance |