Adding / Editing Categories

We have a video guide on adding categories in Retailer - 🎬 Adding Departments and Categories

Adding a Category

1. From the main screen of Retailer, click on Stock -> Suppliers and Departments.
2. Click on the magnifying glass button to locate the department you wish to create categories for.
3. Click on the Categories tab.
   
4. Click on Add to add a new category.
5. Enter any necessary information for the category. If you aren't sure, you can always edit this information later.
6. Click Finish.
   

List of Category Data Fields and Options

Name - This specifies the category’s name. To change it, click the tick button ☑ on the right side of the name.

Retail Markup % (Above Cost Inc) - This shows the markup percentage for this category. The markup percentage is added to the cost price when calculating retail prices. E.g. Cost + Markup % = New Retail Price.

When a markup percentage is set, it is used to calculate the automatic pricing of stock items, including the cost, sell, trade, and web prices.

Trade Markup % - This shows the markup percentage for this category for Trade pricing, if enabled. You can select a percentage either subtracted Off Retail or Above Cost Inc.

Web Markup % - This shows the markup percentage for this category for Web pricing, if enabled. You can select a percentage either subtracted Off Retail or Above Cost Inc.

Tax Group - Select if new stock items added to the category default to GST inclusive (GST) or GST free (FREE). More information can be found in our Tax Group advice sheet.

Store Locale - Select if new stock items added to the category default to a specific Store Locale. More information can be found in our Store Locale advice sheet.

Rounding Value - Choose what rounding value you would like to apply when price changes during Invoice Arrivals for stock in this category. More information can be found in our Stock Price Rounding advice sheet.

Label Code - A six-character code that can be printed on your custom barcode labels using the Category BarcodeField in Label Designer. More information can be found in our Creating / Editing a Custom Barcode / Shelf Label advice sheet.

MPA Category Code - Used by newsagencies for magazines. More information can be found in our MPA Magazine Categories advice sheet.

Allow Stock items of this Category to be Discounted? - Enable or disable the option for new stock items added to the category can be discounted. When this setting is changed, the Retailer software will prompt the user to ask if they want to update all items within the category to match the category setting.

Category Code - Used by newsagencies.

Variant Group - Select the variant group you'd like as the default for items added to this category.

Enable Age Check for this Category? - Tick this to require an Age Check prompt for all stock in this category. More information can be found in our Age Check Verification advice sheet.

Stock items in Category have Web Prices - Tick this box to mark all stock items in this category as web store items. You can also set this at the Department or Stock Item level.

Separate Packs Upon Arrival Per Category - Tick this box to automatically split pack items into individual units when the pack arrives. This setting can also be configured at the Department or Stock Item level. More information can be found in our Using Packs in Retailer advice sheet.

Exclude items from negative QOH validation - If 'Restrict the ability to sell stock into negative' is enabled, ticking this box will exclude this category from the check.
​

Editing a Category

1. From the main screen of Retailer, go to Stock -> Suppliers and Departments.
2. Click on the magnifying glass button and double-click on the department that the category is in.
3. Click on the Categories tab. 
4. Click on the magnifying glass button and double-click on the category you wish to edit.
5. Change the fields as required, then click on Save.

You can change the name of a category by clicking the tick button ☑ to the right side of the name.

Most of the options you can change are described HERE. Note that Category settings take priority over Department settings.

Retailer operates on a department and category structure without the option to create sub-categories. Consider using our Tags system if you need to introduce another level of categorisation for your products. Click HERE to learn more about Tags.

• Related Articles

• Adding / Editing Departments

  We have a video guide on adding departments in Retailer - Adding Departments and Categories Adding a Department From the main screen of Retailer, go to Stock -> Suppliers and Departments. Click on Add to add a new department. The Department Wizard ...

• Adding / Editing a Supplier

  We have a video guide on adding suppliers into Retailer - Adding Suppliers Add A New Supplier In certain fields that ask for a Supplier, press the 'Insert' button on the keyboard to open the 'Add Supplier Wizard' To add a new supplier into Retailer, ...

• Adding / Editing Reasons for Refunds

  We have a video guide on setting up refund reasons - ? Point Of Sale - Refunds, No Sales, Previous Sales Through Point of Sale In the Point of Sale screen, process a refund. For instructions on processing a refund, click HERE. When the Reason For ...

• Shopify - Navigation - Adding new Departments & Categories

  Before you get started Understanding Shopify navigation After you add products and create collections, webpages, store policies, or blog posts, you need to organise them on your online store so that customers will be able to find them. You can view ...

• Stock Price Rounding

  Retailer’s stock price rounding functionality allows you to define how you want retail prices to be rounded when calculating prices using markup rules. For example, when a price change is detected during Invoice Arrivals. Each Department and Category ...