Categories are used on NexoPOS to organize your products, which can be grouped because they are sharing the same characteristics or nature. Thus, items categorized by nature, allow better readability and overall control of stocks. In this tutorial, we’ll show you how to create, delete, and edit categories.
How to create a category on NexoPOS
In order to create a category on NexoPOS, you need to access to the dashboard, click on the “Inventory” menu, a drop down will appear, then click on “Add a category”.
You can also add a category from the “Categories List” page, just click on the “Add Category” button.
Depending on the nature of your activity, two types of categories are available, one called “Parent” and the other called “Child”. It’s important to note that you can choose to organize your items only with “Parent” categories or use a combination of both types of categories. But to achieve the second option, you must first draw a structured tree of the different categories to define the position and type of each.
Creating a “Parent” category
As the name implies, it’s the main or basic category with subcategories and, in particular, not dependent on another category.. For example, let’s create a category of men’s clothes and accessories, we’ll call it “Men”. The category creation page contains 4 fields, some of which are mandatory.
- The category name : “Men” It’s a required field.
- The parent category : you must skip this field because it’s a main category.
- The overview of the category : Here, you can download a representative image of the category.
- The category description : Here, you can add a description of the category.
Once you’re done, you can use the tree available buttons :
- “Save” button, which save the category and allow you to proceed with the data entry.
- “Save and go back to the list” button, which save the category and takes you back to the categories list.
- And “Cancel” button, which reset the form and takes you to the categories list.
Once on the “Categories List”, you can check that the category has been saved. Enter it in the search bar and click on the“Search” button. You’ll find the new category created with all his characteristics.
Creating a “Child” category
A “Child” category is a descendant subcategory of the “Parent” category. But assuming a structured tree of categories, a child category can become the parent category of one or more other children categories and so on. The “Parent” category and the “Child” category follow the same creation process with one difference. Indeed, the “Parent category” field becomes mandatory for a child category. For example, let’s continue the creation of our tree of categories by creating a child category named “Pants” for the main category “Men“.
On the “Categories List”, you can check that the category has been saved. You’ll find the new category created with all his characteristics.
How to edit a category on NexoPOS
We’ll show you how to edit a category. In order to do that, you must go to the “Categories List” page. Make a quick search for the category to edit, for example the “Pants” category. Click on the “Options” button and select the“Edit Category” option. once on the page, make any changes that you think are necessary.
After having made your modification, don’t forget to save that by clicking on “Save” button.
How to delete a category on NexoPOS
In order to delete a category, you need to access to the Categories List which shows all the categories available. This page allow you to delete categories in 3 different ways. You should note that, for all these cases, you’ll always have to confirm your action.
How to bulk delete categories
Make a simultaneous selection of all the categories on the table (1) then click on “Delete selected” button (2). Also note that you can display more entries on the table, if you want to delete more categories.
How to delete multiple categories
Here, you can delete one or more categories from the table.
How to delete single category
By clicking on the “Options” button on the far right of your page, you have the “Delete category” option to delete a category.
An error message appears, prompting the user to check the fields when :
- You create a category already in use (The creation fail).
- Entering data for a category, if you forget to fill in the required fields (The creation will fail).
Also, delete or edit a category that is in use doesn’t affect its items.
Creating a category on NexoPOS allow you to organize your items. The category creation page, has 4 fields. According to the type of your category (parent or child), you can fill one or two of the required fields, but don’t hesitate to provide more informations for your category. If you have any issue during the process, please let us know at [email protected], or by commenting the tutorial.