Step 1: Create the Stock Category

• Sign into the RX Back Office

• Select the Config tile

• Select the Stock Categories tab from the side bar

• The below screen will then be displayed

• Click the button

• A window will then display, as shown below, allowing you to enter your new Stock Category

• Enter the name of the first Level 1 value you would like to add to this category and the click Add button

• The window displayed below will then appear temporarily confirming that the stock category has been added successfully

Step 2: Add Top Levels to your Category

• After selecting the Stock Categories tab

• The below screen will then be displayed

• Select the category created in step 1 from the dropdown

• The below screen will then be displayed

• Repeat the above steps to add more top levels to your category

• Please see the screenshot below for examples of other level 1 values that would be suitable to the category 'Dispensary'

Step 3: Add Further Levels to your Category

• After selecting the Stock Categories tab

• The below screen will then be displayed

• Select the category that you wish to add further levels to from the dropdown

• The screen, displayed below, will appear showing all the level 1 subcategories you have previously set up for this category

• Click on the Level 1 value that you wish to add further levels to

• A screen, similar to that displayed below, will appear allowing you to add level 2 values to the selected level 1

• Enter in the name of the first Level 2 value you would like to add to this category

• Click the button

• The window displayed below will then appear temporarily confirming that the top level has been added to your category successfully

• Repeat the above steps to add more level 2 subcategories to your category