Using Category Defaults

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Unlike most POS systems, POSitive allows you to assign extensive characteristics to a Category.  When you add a new Inventory Item and assign it to a category, 90% of the Item 's detail is filled in based on the Category's settings.  It's like managing inventory on steroids!

Category Defaults

Only categories which have had Category Defaults defined will be listed here..  Simply creating a category does not automatically activate the defaults.  However, you may add categories to the list and set the defaults at the same time.

One category default is named MASTER because it can be used to change ALL existing inventory settings.

It is also the basis for newly created categories.  Whenever you add a new category it takes on the settings of this master default.

TTIP: If you know in advance that you will be creating several like categories, then set the Master first.  This will save you time and you can reset the Master as often as you need to.

CategoryDefaultsmaster

Add/span> - To select a category and define its defaults.

Edit - To change or review the defaults of the highlighted category.

Delete - This does NOT delete the category itself nor any items associated with the category.  It simply removes it from this list and blanks out the Category Defaults previously assigned to it.

 

Telephone Numbers

North America Toll Free:
800-735-6860

All Other Locations:
509-371-0600

 

Customer Comments

"This is the only software I have seen that allows you to do both touchscreen and regular invoicing. All others, it's just one or the other. This is great."
Min Kim
Conexions Design

 

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