How to Set Up a New Stock Category in Retail 365

Step 1: Create the Stock Category

• Login to Retail 365

• Press on the 'Config' tile

• Select the Stock Categories tab

• The screen displayed below will appear

• Click the button

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

• Click the 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

• Login to Retail 365

• Press on the 'Config' tile

• Select the Stock Categories tab

• The screen displayed below will appear

• Select the category created in step 1 from the dropdown

• The screen displayed below will appear

• Enter the name of the first Level 1 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 top levels to your category

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

Step 3: Add Further Levels to your Category

• Login to Retail 365

• Select the Config tile

• Select the Stock Categories tab

• The screen displayed below will appear

• 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

• Please see the screenshot below for examples of other level 2 values that would be suitable to the level 1 value 'High Priced Item'

How to Add a Stock Category to a Products File

• Begin by scanning the barcode or typing the name of the product in the search bar of the Retail 365 home screen

• The product's file should load in a manner similar to that displayed below

• Select the Categories tab

• A screen will appear displaying all of your previously created stock categories

• Each stock category will have a designated field, allowing you to add a value to it

• For this example we will be applying a 'Group' to the product

• Begin by typing the name of the group you wish to apply to the product

Please note: If you enter a value that is not a Level 1 subcategory, the level 1 it is under will appear in brackets. For example, 'Baby Food' in the below screenshot is a Level 2 group under the Level 1 'Baby Care Dept'

• To begin, we will apply the level 1 category 'Baby Care Dept'

• If the category you selected has level 2 values assigned to it, a field labeled 'L2' will generate allowing you to specify the group of the product further.

• The same applies when you select a level 2 with a level 3 category under it, as demonstrated below

• Once you have selected the category of your choice, click

The window displayed below will then appear temporarily confirming that category has been applied to the product's file successfully