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Your categories are important for many reasons.  They control how your taxes are charged, the options you get when entering inventory and on what label sizes/types your inventory will print.  First, set up your “UNCATEGORIZED” category.  Click on it to open up it's details.  You will not be able to change the name of this category or delete the category itself.

Select the inventory type.  The inventory type will determine the options you get when you add items to this category.  You can choose one of three inventory types.  The images below show the different options you’ll get when entering inventory with the specific inventory types.

Inventory Type - Book

Inventory Type - Clothing

Inventory Type - Default

The tax category you select for your individual categories will determine what tax percentage will be charged when ringing up a sale.  You will be able to choose from any tax categories you have set up in the Tax Settings section and you will also have a "TAX EXEMPT” option.

 

Next, choose the “Label Type” on which you’d like the items in this category to print.

 

If you don't want items in this category to follow a discount schedule, check the "Do Not Discount" checkbox.

 

If you'd like to change the consignment period length for this particular category you can uncheck the "Use Location 'Expire Days'" checkbox and set it for this category.

 

If you are using additional Resale Options, you can override the location's default percentages here.  Uncheck the "Use Location Resale Percentages" checkbox to override those settings.

 

Finally, you can leave the category at your default store split percentage that you set up in your Consignment Options or you can override it and choose a different split for items in this category.  A different store split can be used for each category if desired.  Once done, click on the "Save" button.


To create a new category, click on the green plus sign and follow the steps outlined above.

 

Once you have set up your label sizes/types and categories, please call our Technical Support department so we can configure your print drivers.

Toll Free: (888) 860-8094, Option 2

Local: (573) 441-8005, Option 2

 

 

If this is the first time you are setting up your store, the next section to go to is the Color Settings section.

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