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.
- 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.