Creating New Department
1. Click on Inventory-->Departments in the left navigation menu.
2. Select the blue New Department box on the top right of the screen.
3. Input the Department Name and optionally provide a Department Description in those respective fields.
4. Check off the Is Active box to make the department go live on POS.
5. Click on the Done button.
Reviewing Info on Departments
1. Click on Inventory-->Departments in the left navigation menu.
2. On the Departments screen, you can view the Department Name and the department Status (either Active or Inactive) under those respective columns.
Editing a Department
1. Select the department on the Departments screen.
2. You can change the Department Name and/or Department Description and check on or off the Is Active box.
3. Click the Done button.
Deleting a Department
or
Creating New Category
1. Click on Inventory-->Categories in the left navigation menu.
2. Select the blue New Category box on the top right of the screen.
3. Input the Category Name and optionally provide a Category Short Name and Category Description in those respective fields.
4. Select the department you would like to associate the category with in the Select Department drop-down menu. Note: You must create a department before you can create a category.
5. If the Kitchen Receipt checkbox was selected in the Receipt tab of Store Settings, a Print on kitchen receipt checkbox will be visible (if not, skip to Step 7). Select this if you would like to assign all of the category's products to a kitchen printer.
6. A Kitchen Printers drop-down will appear, from which you may select from one or more of the kitchen printer(s) you named that you would like all products in the category to print kitchen receipts to.
7. Check off the Is Active box to make the category go live on POS.
8. Click the Done button.
Reviewing Info on Categories
1. Click on Inventory-->Categories in the left navigation menu.
2. On the Categories screen, you can view the Category Name, the Department Name the category has been assigned under and the category Status (either Active or Inactive) under those respective columns.
Editing a Category
1. Select the category on the Categories screen.
2. You can change the Category Name and/or Category Description and check on or off the Is Active box.
3. Click the Done button.
Deleting a Category
or