Maintenance - Adding Products to the System

Product Categories

Optisoft Cash comes pre-configured with a number of standard product types that are accessible from the Sell button in the till.

Adding Product Categories

You can add a new product category button to the list or you can also add a sub-category to an existing product type.

New Product Category

Adding a new product category will create a new first level button on the Sale Item screen.

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen.

Type in the name for the new product type in the Button Text box. Use the Cash Category dropdown box to assign a cash category to the new button Use the Button Colour dropdown box to assign a colour to the new button. Click the button to save the new product category.

New Product Sub-Category

Adding a new product sub-category will create a new second level button underneath an existing product category button. This can be used to group similar product types together.

In our example we will add a new sub-category to our Examination product category.

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. We will select Examination here and then click . This will bring up the existing Examination product category for editing.

Click the button to open the Sub Category dialogue.

Type in the name for the new product type in the Button Text box. Use the Cash Category dropdown box to assign a cash category to the new button. This can be the same cash category as the parent button or an entirely different one. Use the Button Colour dropdown box to assign a colour to the new button. Click on the button to add the sub-type, it will now appear in the list on the payment method. Click to save the changes.

Editing Product Categories

You can edit the existing product category’s properties, rename its button etc.

You can add sub-types to a product category, this will create a new second level button underneath the existing product button. This can be used to group similar products together. See New Product Sub-Category for details.

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category to edit and click the button.

Update the category as required and click to save the changes.

Editing Product Sub-Categories

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category that contains the sub-type you wish to remove and click the button.

Select the sub-type in the list box at the bottom of the product category screen. Click the button to open the Sub Category dialogue.

Make the required changes and then click the button Click the button to save the changes.

Deleting Product Categories

You can delete a product category from the till so that it no longer appears. If you delete a first level product category then all of the sub-types of that product will also no longer appear.

Deleting Product Types

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category to delete and click the button.

Click on the button to delete the product category.

Deleting Product Sub-Types

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category that contains the sub-type you wish to remove and click the button. Select the sub-type in the list box at the bottom of the product category screen. Click the button, and you will see a (d) next to the product.

Click on the button to remove the product sub-type.