Adding Categories to Register
Adding Categories to Register
Organizing your Register
Adding categories to your Register can be helpful for organizing your products to make for quicker and easier check outs. You can categorize them by product type, seasons, and more. It is completely customizable so you can choose how to file your products.
How to add categories to Register
On the home screen, click on “+ Add Category”. You will then be prompted to add a name of the category and choose which product catalog you want to include this category in. After selecting your options, click the green “Create Category” button. Your new category will show up on the register home screen and you can add new products into it after clicking into the category and pressing “Add Product”.
You can also add existing products into this category by clicking on your farm logo at the top right corner of the home screen and selecting the “Products” section from the drop down menu. Turn on the “Register only” switch and only products available on Register will appear. Find what product you’d like to add into the new category or into a different category and click on the three dots all the way to the right. A pop up comes up that asks if you’d like to edit the product or delete the item. Click edit and go down to the “Register Categories” section and click on the category you’d like it to be in. Press the save button in the top right corner and from there navigate back to the register homepage and you can find the product in its new category.
You can also add existing products into this category by clicking on your farm logo at the top right corner of the home screen and selecting the “Products” section from the drop down menu. Turn on the “Register only” switch and only products available on Register will appear. Find what product you’d like to add into the new category or into a different category and click on the three dots all the way to the right. A pop up comes up that asks if you’d like to edit the product or delete the item. Click edit and go down to the “Register Categories” section and click on the category you’d like it to be in. Press the save button in the top right corner and from there navigate back to the register homepage and you can find the product in its new category.
Click on the “+ Add Category”.
Enter category information.
Enter relevant information and choose which product catalog this category will be in. Click the green “Create Category”.
3. Add a new product to the category or navigate to the Products page to add existing product.
Click on the new category tab on the homepage, and it will say “No products found”. If adding a new product entirely you can click on the green “Add Product” button. But if you’d like to add existing products into the category click on the profile icon in the top right corner.
4. Select the Products page from the menu.
5. Switch to Register Only products and select the product you'd like to add to the new category.
From there, turn on the Register only switch in the top right. Find the product(s) you want to put into the new category and press the three dots to the far right of the item name.
6. Select the Edit button.
7. Add the product to the new category.
Select the new category you just created and press the green “Save” button in the top right corner.
8. Confirm on the home screen that the product is found in the new category.
The product will load into that category page and you will be shown a confirmation icon. Back in the home screen you can click onto that category name again and your product will be there.
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