Changing the category for a product

Depending on your product mix, you may want to change the category, account or sub-account of a particular product. You can easily do so in the Manage Products window.

  1. In the Data Entry main window click Manage and select Products to open the Manage Products window.
  2. Select the product and click the Edit Product button to open the Edit Product window.
  3. Under Categories & Accounts use the drop down menus to select the following:
    • Display Category- This determines the product category tab the product will display in POS
    • Account- You can choose to use a different account type or check Same as display
    • Sub-Account- You can add a sub-account if applicable, such as separating prepaid and EFT membership products or kid shoes and adult shoes
  4. If you want to create a new category or sub-account just type the new name into the field.
  5. Click OK to exit the Edit Product window, and Close to exit the Manage Products window.  

 

 

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