Site categories

: Setting up a new account Setting up organization and locations How to add staff members How to link a cash register and other devices Entering subcontractors and suppliers Bank terminals
: How to add a category How to add items to the Assortment How to create a price-list Type of Assortment Units of measurement Modifiers How to add a modifier to a product
: Warehouse accounting system Primary document flow of a company Purchase Invoice Moving to another warehouse Shipment to a third party Inventory count
: Rights and Roles Cashier discipline
: Production plan Making a Production plan Baker’s tablet Viewing showcases Bakers control Implementing Production plans
: Open and close shift on a tablet Money depositing and withdrawal Sale How to add discount to the receipt Cancellations and refunds Reconciliation of totals Timekeeping on a tablet Transfer between warehouses on a tablet Purchase invoices on a tablet Write-off Operations with a gift certificate How to add a new bonus client on a tablet Taking inventory on a tablet Production
: Entering discount Loyalty system Item price reduction by percent Total receipt amount is reduced by a sum Price substitution Set of products Gift counter How to change bonus percent How to add a promo code Entering bonus categories How to create a bonus profile of a new customer Gift certificates Entering loyalty cards

How to add a category

To create a new category of products and/or Raw materials in the Assortment menu go to Categories tab and press Create new.

Enter a category name. Choose a tab color to be shown on a tablet. If integration with accounting software is planned, enter the external system code which is generated by an accounting program.

If you don’t want some Category to be shown on a cashier’s tablet, e.g., Raw materials, activate the tick Hide in sales on device. Then press Save.

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