Create a Category
From the Category Settings click + New Category to add a new category. A new window will open with a variety of options for configuring your category.
Required Fields
Category Name
By default, the category name will be in all caps to provide consistent formatting for your categories. If you wish to change this, you can save the category and reopen it to edit the capitalization of your category names.
Inventory Type
For more information on inventory type you can visit the glossary article for Inventory Types.
Tax for Category
Select the tax for your category. Tax rates are configured in the Tax Settings.
To finish, select save in the bottom left corner to finish creating your category.
Non-Required Fields
Categories have a lot of powerful customization features. Here's a breakdown of what they control and some suggestions on how to use them.
Default Category
The default category option allows you to set which category will be the default category unless otherwise specified. Most stores leave the default category as UNCATEGORIZED, but if your store primarily uses one category that would be a good reason to change the default.
Splits
Categories will have the location split (set in the Consignment Settings) by default, but can be changed for specific categories. This allows the store to incentivize behavior by offering better splits on certain categories of items.
Label Type
For specialty categories, you can have items print out on a different labels or tags than the default by assigning a label type on the category level. Commonly, this is used for Jewelry and Shoe categories.
Discount Schedule
Location discount schedules can be overridden by custom category discount schedules. Simply uncheck the Use Default Location Discount Schedule option and configure the discount schedule for the category in the same manner as a location discount schedule.
Do Not Discount
Do not discount sets the default for items in that category to be exempted from automatic discounts. This allows items in that category to maintain their price by default, but can be changed on an item by item basis.
Expire Days
By default, categories will follow the expire days for their location. If you would like to change how long items in a certain category have before they expire or convert you can uncheck the box and list a custom number of expire days. This is great for allowing items that typically take longer to sell more time on the floor or can be paired with a custom category discount schedule to get items moving out the door faster.
Resale Percentages
Buy Outright style stores may want to set a resale percentage for an individual category to allow more precise purchasing of inventory. This can be accomplished by unchecking the "Use Location Resale Percentages" option to provide a custom setting on the selected category.
Display in Consignor Item Entry
The professional plan allows consignors to enter their own inventory through Consignor Access. If a store would like consignors to be able to select which category their items should land in they can enable specific categories to be seen in Consignor Item Entry.
Shipping Attributes
If you have standard Height, Weight, Depth, and Width of a category of items you can preset those values for easier data entry.