Departments and Categories are used to group items within your retail system to allow you to report on specific item types together. 

For example, you may want to report on or find all of the items in the Department of Clothing or more specifically in the Category of Jackets.

Departments and Categories are created and managed within the Back Office.

When your Cloud POS group is first set up, it will already have a preset list of Departments and Categories, based on your type of business and, in some regions, your country. You can edit these or add your own at any time.

Creating a new Department

1) From the main menu in the Back Office, expand the Items heading, then click on Departments & Categories:

2) Select New on the Departments grid:

3) Fill in the Name of the department you want to create, then click on Save.

Creating a new Category

1) From the main menu in the Back Office, expand the Items heading, then Departments & Categories:

2) Click on the Department on the left which you would like to add a category for.  This will change the category grid (on the right on larger screens, or underneath on smaller screens) to show all of the current categories in the selected department.

3) Click New on the Categories section, and enter the name of the new category you wish to create.

4) Click Save to save your category.

Editing a Department / Category

1) From the main menu in the Back Office, expand the Items heading, then Departments & Categories.

2) Click the blue pencil icon next to the Department or Category you wish to change.

3) Make your changes, then click Save.

Note:  All changes will update any items in the department / category automatically.

Deleting a Department / Category

1) From the main menu in the Back Office, expand the Items heading, then Departments & Categories.

2)  Click the red rubbish bin icon next to the Department or Category you wish to remove.

Note:  You cannot delete a department or category that contains items.  You would first need to move any items into a new department or category, which you can do using the Modify Item Detail Wizard.

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