What this page is for
This page creates a new item category, or changes the name, description and position of one that already exists. A category is the heading an item is listed under on the till, in the back office and in reports.
Only people whose role can manage the catalogue see this page.
Fields
Code
A short identifier that never changes. Leave it empty when creating a category and the business gives it the next one in its series, such as ITEMCATEGORY-0001. It cannot be edited afterwards.
Example: GRILLS
Name
What the heading reads. Required.
Example: Grills
Description (optional)
A note for your own reference; it is not shown on the till.
Example: Nyama choma and other roasted meats
Position in lists
Where this category sits among the others, lowest first.
Example: 10
How to…
How to add a category
- On Catalogue → Item categories, press New item category.
- Fill in Code and Name, and Description and Position in lists if you use them.
- Press Create category.
How to change a category
Open it, change what you need, and press Save changes. The code cannot be changed.
Worked examples
Butchery that also roasts meat
Mama Njeri's Butchery adds Raw meat (Code RAWMEAT) for the counter and Grills (Code GRILLS) for nyama choma, Position in lists 1 and 2, so raw meat lists first.
Supermarket
Tumaini Supermarket adds Flour and grains (Code FLOUR), Description Maize meal, wheat flour, rice and pulses.