Inventory & products

Manage categories, brands and pack units

Admin → Reference lists holds the categories, brands, departments, tax classes and containers you pick from on a product; Admin → Pack units holds the sizes your packs are counted in.

A step-by-step walkthrough with real screenshots · FoolProof POS for alcohol retail

Steps

  1. Open Admin and click Reference lists.
  2. Pick a tab — Categories, Brands, Departments, Tax classes or Containers.
  3. Type a name and click Add; use the pencil to rename one.
  4. For a subcategory, pick its parent before you click Add.
  5. For pack sizes, open Admin → Pack units, pick the Vessel, enter One unit is, and click Add unit.

Good to know

1. Reference lists

Each tab is one list. Add, rename, or filter to find an entry.

Admin → Reference lists with tabs for Categories, Brands, Departments, Tax classes and Containers.12
  1. 1Pick a list.
  2. 2Add a new entry.

2. Pack units

Add the single sizes you sell. Packs are counted in them, so a 24-pack is 24 of one unit.

Admin → Pack units: the Add a unit form and the list of units.12
  1. 1Add a unit size.
  2. 2Save it.

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