How do I Create an Item Category?

  Overview

The first step to getting started with RecDesk Point-of-Sale is to create Item Categories, which are groups of Items that are similar. You'll learn how to create them in this article.

 Click on the POS tab, then click on Item Categories.

Creating an Item Category

1. Click on the Add New Item Category button
2. Enter the Name of the Item Category
3. Optionally choose the Default Sales Tax rate for Items in this Category from the drop down. See How do I Set Up Custom Categories and Drop Down Lists?
4. Optionally choose the Default GL Code for Items in this Category from the drop down. See How do I Set Up Custom Categories and Drop Down Lists?
5. If you'd like to select a Default Color for this Item Category, click on the Color box. First select the Color Hue, then the Color and click choose
6. Click Save.

Editing an Item Category

1. Click on the Edit button next to the Item Category
2. Make any changes
3. Click Save.

Deleting an Item Category

1. Click Delete next to the Item Category you wish to delete
2. Click OK to confirm.

  Notes:

An Item Category can only be deleted if it has no Items in it.