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Grouping products into categories

Categories group your products, for example Drinks, Food and Retail. On the register they show as colored buttons above the products, so a cashier can tap a group instead of searching.

  • Make a category. Open Products, then Categories. Give it a name and pick a color. A name can be up to 100 characters and cannot contain a colon.
  • Put a product in a category. Open the product and choose a category. A product is in one category at a time, and there is no nesting.
  • Put them in order. The order on the Categories page is the order of the buttons on the register.
  • Switch one off. A category is never deleted. Switching it off hides its button, and its products still show under All and Other.

On the register. The category buttons only appear when at least one category has a product that can be sold right now. Each product tile carries a stripe in its category color. Searching or scanning a code always looks through everything, whatever button is selected. The register remembers the last button used on each device.

On invoices. The product list on a new invoice is grouped by category too.

QuickBooks Online. If your QuickBooks company has item categories turned on, categories are synced: a category is a QuickBooks category and each product sits under it. If that setting is off in QuickBooks, products still sync and simply carry no category. QuickBooks Desktop has no categories, so nothing is synced there.