How to Create Categories

Categories are the primary building block for inventory items

Categories are required to create inventory items. 

  1. You need to create a category code. This is an internal code used for quick data entry so make it short but memorable. An example would be WT for Womens Top. If you can't remember your category codes when creating inventory, you can always scroll through and find the category you need.
  2. Add a description of the Category (category name). As in the example above, you could use Womens Tops
  3. You need to create a shelf-life for each category. A common consignment term is 90 days. This number will create your expiration dates by category for each item you produce. A shelf-life of 90 days for a particular category will mean your expiration date printed on a tag will be 90 days from the day an item was entered into inventory. Expiration dates are only used for putting items on expiration reports. To remove an item from inventory, you need to create a Take-Out.  You use your expiration reports to pull the items you need to do a Take-Out for. 
  4. You can also set a default price for a category as well. This price can be overwritten when creating items.
  5. You can also create a pricing guide for staff. Put your normal pricing range for a particular category to help them with pricing. The pricing guide will display in the Take-In and Inventory screens when creating new items.
  6. Once complete, click Save.