How to set up Product Categories

  • Admin> Settings > POS Settings > Product Categories.
    • We have a number of categories set up by default - you can add your own. 

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  • When you are taking an order on the Point of Sale, make sure to select a product category.
    • You can also set shortcuts like Roses to default to specific categories like Cut Flowers.
    • You can make that association in POS Settings > Product Shortcuts.

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To see the Product Category Report

  • Navigate to Admin > Reports > Product Category Reports to see sales by category. 

Here is an article that explains the report in more detail.