Add a Department and Category to Clearteq POS (Classification)

Add a Department and Category to Clearteq POS (Classification)

Add a Department and Category to Clearteq POS (Classification)

This guide provides a straightforward process for adding departments and categories in Clearteq POS, ensuring effective product management. It emphasizes the importance of unique department names and offers insights on setting target margins and sales tax defaults, which are crucial for pricing strategies.

1. 
Click "Product Management"

2. 
Click Classification

3. 
Click "+ Add a Department"

4. 
Type Department Name
Note: Department Names MUST be unique. Cannot have 2 departments of the same name.

5. 
Type Department Description
Note: Must enter something. Does NOT need to be unique

6. 
Enter your Target Margin
This field is used to track margin goals and used by some reports to suggest retail prices.

7. 
Click to select Sales Tax (If Applicable)
Note: Add Sales Tax to set Default for new Category within this Department. For Categories this field sets the default for new items within the category. It is important to note that changing this field after items already exist within the category will not update the taxes for those existing items.

8. 
Select any applicable taxes

9. 
Click "Enter"

10. 
Click "Save"

11. 
To Add new Category
Expand the Department

12. 
Click "+ Add a Category"

13. 
Repeat Steps 4-10 for the Category
Note: The Target Margin & Taxes are automatically set to the defaults previously set on the department. These can be changes from those defaults if needed.

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