How to Create POS Categories

Point of Sale Categories

Before creating individual POS items, you must first set up the categories they belong to. In this example, we’ll create two categories:

1. Gift Shop

2. Ski Area

Follow the steps below:

     1.  Go to Configuration

     2.  Under Rates and Taxes, select POS

 Create a POS Category

1. On the POS Items page, click Categories.
   
2. Click Add New Category in the upper right-hand corner.
   
3. On the Create POS Category page, enter the following information:
   1. Name
   2. Default Revenue Account
   3. Default Tax Group
   
   
4. Click Save Category in the upper right-hand corner.
   
5. Repeat the same steps to create any additional categories, such as the Ski Area category.
   

Once your POS categories are created, the next step is to add the items that belong to each category. Follow the steps in this article to complete this process.