How to: Add a New Category to POS

Learn how to effortlessly enhance your Campspot POS by adding categories for streamlined product organization. Follow these step-by-step instructions for a seamless setup.

Summary:

Effortlessly enhance your Campspot POS by adding categories to streamline product organization. Follow these step-by-step instructions for a seamless setup.

Step-by-Step Instructions:

Step 1: Navigate to the Categories page

• Navigate to the Point of Sale.
• Click on the Admin tab.
• Click on the Categories page.

Step 2: Create Category

1. Click the Add Category button.
2. Complete the Category form by defining:
   • Display Name: Enter the name of the category (e.g., Candy).
   • Color: Choose a color to visually identify the category.
   • Associated Financial Account: Select the financial account for money generated by the category's item sales.
3. Click Save to create the category.

Edit Categories

To edit a category, simply click the category from the list and make any desired updates to the form. Click "Save Changes" to complete the update.

Additional Resources:

• Categories: What's on the Page?