POS Categories & Display
POS Categories & Display
POS categories organize your products into groups on the POS screen, making it fast for counter staff to find what they need. Instead of scrolling through hundreds of products, staff can tap a category and see only the relevant items.
Creating POS Categories
- Go to Point of Sale → Configuration → POS Product Categories.
- Click New.
- Enter a name for the category. Use clear, simple names your staff will recognize:
- Handguns
- Long Guns
- Ammo
- Holsters & Cases
- Cleaning Supplies
- Optics & Sights
- Accessories
- Range Fees
- Save the category.
Assigning Products to Categories
- Open the product you want to categorize.
- Go to the Sales tab.
- In the POS Category field, select the category (e.g., "Handguns").
- Save.
Reordering Categories
The order categories appear on the POS screen matters. Put your most-used categories first:
- Go to Point of Sale → Configuration → POS Product Categories.
- Use the drag handles (the six-dot icon on each row) to reorder categories.
- The first category in the list will be the default view when the POS opens.
How Categories Look on the POS Screen
Categories appear as tabs across the top or side of the product grid. When staff tap a category, the grid shows only products in that category. Tapping "All" (or the home icon) shows everything.
Tip: Keep your category list short — 6 to 10 categories is ideal. Too many categories makes it harder to find things, not easier.
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