B. Category
- Bart Rogacewicz
To get to the Category File screen, click on File -> B. Category.
The Category file stores information about item categories in your store. An example of a department/category/location/group/item hierarchy could be as follows; Pharmacy Department -> First Aid Category -> Top Shelf Location -> Bandage Group -> Bandaid 30ct Variety Item.
The hierarchy feature is custom and entirely up to the store on how to use it; however there are some functions to rely on it like the Nesting of Shortcut Buttons. While not absolutely required, the hierarchy feature helps organize your store and allow for a more convenient management of your database in relation to your physical store.
To search for a category simply enter the search string in the "Category Name" box. You can narrow the results by choosing a specific department in the "Department" drop down box. To edit a current category click the corresponding line in the search result box. NOTE: Take care when editing any of the hierarchies as they might already be linked to items and can have detrimental effects. It is always easier and less complicated to add a new hierarchy than change an existing one. To add a brand new category click the "Add Category" radio button.
Department : Choose the department to which this category will belong.
Category Name : Enter the category name.
Record # : This field displays the record number for the department and is not editable.