What are Categories in RetailEasy on-cloud (TruePOS)?

In RetailEasy on-cloud (TruePOS), item categories represent groups of items under a single title representing their common trait.

Examples of categories are Groceries, eatables, cosmetics, etc. Subcategories denote the items that fall under the categories. Examples of subcategories under the category "Groceries" are Pulses, Oil, Rice(s), etc. In a supermarket, these sub-categories can also be added to the category of "Food".

Why create Categories?

Creating a category helps in sales analysis, like what's more salable and what sleeps on your shelves. It also classifies the items in your store into relevant categories, this enables easy stock arrangement on the display racks.

How to create Categories?

Creating categories in RetailEasy on-cloud (TruePOS) is simple and here's how! Let's go ahead with the same example of a supermarket.

Step 1: Enter your RetailEasy on-cloud domain with your domain access link.

Step 2: In the main tab of your RetailEasy on-cloud domain, you will find the Master Section. The Master section includes all operations related to the items of your store.

Step 3: Click on Item > Create Category (from the drop-down).

Step 4: Create category > Edit icon (on the right side of each item).

Step 5: Edit > Category head and enter the category you want to create in the Category Head field.

Step 6: Edit > Status and select Active from the Status list

Step 7: Edit > Is Mandatory 

Select a value from the Is Mandatory list.

• Yes - to indicate that this category applies to all items (i.e Category Value) and is mandatory for each item in the Item screen.

• No - to indicate that this category applies to a few items and is optional in the Item screen.

Step 8: Click Update to save the changes.

After creating the categories, you should either log out and log in  to apply the changes in your domain.

A new category with the category head as title has been created!! You can create as many categories as you want by repeating steps 4 to 8.