03.1- Product Categories Management Guide
Organizing your retail items into structured categories accelerates touch-screen POS operations and enables detailed departmental sales reporting in TRAX POS.
1. Why Categorize Products? #
- High-Speed Touch Checkout: Cashiers can quickly tap category tiles to browse products without manual typing.
- Granular Financial Reporting: Track sales volume, margins, and revenue per category (e.g., Grocery vs. Electronics).
- Inventory Control: Filter stock audits and supplier reorders by specific departments.
2. Creating a New Category #
- From the main sidebar menu, select Categories (or Products ➔ Categories).
- Click the blue + Add New Category button in the top-right corner.
- In the category creation modal, configure the following fields:
- Category Name: Enter a clear departmental name (e.g., Beverages, Dairy, Bakery).
- Parent Category (Optional): Select an existing parent if creating a sub-category (e.g., Cold Drinks under Beverages).
- Visual Color Tag: Select a distinct tile color (helps cashiers visually locate sections on touch screens).
- Category Icon: Choose a representative icon from the built-in library.
- Click Save & Publish Category.
Visual Reference: Category Management Grid #
(Upload and insert the generated categories_ui_mockup image here)
3. Editing & Ordering Categories #
- Reordering Categories: Drag and drop category cards or update their display order index to prioritize high-frequency retail items on the POS terminal.
- Editing Details: Click the Edit (Pencil) icon on any category card to update its title, color, or icon.
- Deleting Categories: Click the options menu (
...) and select Delete. Note: Categories containing active products cannot be deleted until products are reassigned.
