Create and Edit Categories

How to Create and Edit Categories

• This document covers a step-by-step guide to creating and editing categories in the Basket point of sale system.
• Using the navigation drop-down menu, on the upper left hand corner of the screen, select Admin > Categories

Upon navigation to the categories page, you will be presented with a form to create a new category.

Creating a Category

• To create a category, fill out all the mandatory fields listed on the form in the page. These mandatory fields include the name of the category you would like to create, and the number you wish to represent the category you’re creating.
• After these fields are filled out, click the “Create” button, and you will have created a new category

All created categories can be found on the right hand side of the screen.

Creating a Sub Category

• To create a sub category, navigate to the right hand side of the categories screen, and locate the category you wish to make a sub of.
• Find the “Create Sub” button the category you wish to make a sub off of, and click it.
• After this button is clicked, you will be directed to fill out the information of the sub category you wish to create through the form on the left hand side.
• Enter the category name and category number of the sub category, and click “Create” once you have finished.

The created sub category will populate underneath the category it was subbed off of after creation on the right hand side.

Sub categories should be created with relevance to the categories they are being created under. The purpose of a sub category is to have a parent category that exhibits similar traits to all of its children.

Editing a Category

• To edit a category, navigate to the right hand side of the categories screen, and locate the category you wish to edit.
• Find the edit button, and click it.
• This will populate the form on the left hand side of the screen with the categories current information. Change what you desire to change, and click “Update” once you are finished.

Deleting a Category

• To delete a category, navigate to the right hand side of the categories screen, and locate the category you wish to delete.
• Find the trash button, and click it.
• This will remove the categories from the current category listing.

Categories that currently have sub categories within them will not be allowed to be deleted. Ensure all sub categories are deleted before deleting the main category.

Warning! Deleting a category will remove any reference to the category that an item may currently be listed under. Be sure you wish to remove the category before clicking delete.