Categories and Departments

Categories & Departments

Adding a New Category

  1. Click the blue "New Category" button.
  2. Enter a category name.
  3. Click Save to confirm.


Editing a Category

  1. Click the category button on the left.
  2. Click the button again once a pencil icon appears.
  3. Modify details and click Save.


Adding a New Department

  1. Click the blue "New Department" button.
  2. Enter a Department Name and assign it to a Category.
  3. (Optional) Add a Department Note to print disclaimers or notices on receipts.
  4. Click Save.


Editing a Department

  1. Click the Department button on the left.
  2. Click again after the pencil icon appears.
  3. Modify details and click Save.