Configure POS Categories

With Connected Business POS, you have the ability to fully customize your item categories to best suit your selling strategies and maximize efficiency. In this section, we will discuss the basics of adding, removing, setting and cancelling changes in your POS categories.

 

Click Image to Enlarge

 

 

Add Category

1. Click on Add to display the list of available categories.
   

   Click Image to Enlarge
   
   

2. Select the category/ies you want to be added in the category master list and click Select.
   

   Click Image to Enlarge
   
   

3. Once the category is added to the master list, click OK.
   

   Click Image to Enlarge
   
   

4. Click on the POS icon from the main menu to load the POS screen. Notice that the category is now added in the list of categories.
   

   Click Image to Enlarge

 

 

Remove Category

1. Select a category from the category master list window.
   
2. Click on Remove button to remove the selected category from the list.
   

   Click Image to Enlarge

   

   Clicking “Remove” without selecting a category removes the last category added from the list.

3. Click on OK button. This will update the categories in the master list.

 

 

Set Default Category

To set a default category, simply tick the checkbox right next to the category name and click OK.

Click Image to Enlarge

Upon opening the POS screen, the default category is automatically selected and the items under the category is also displayed.

Click Image to Enlarge

 

 

Revert Changes in Master Category List

To revert changes made in the Master Category List which are not yet loaded in the POS screen, click on the Cancel button.

Click Image to Enlarge