Skip to main content

Managing Categories

The Categories feature in Scantranx helps you organize products into logical groups, making inventory management and product searches faster and more efficient.

Categories aremust usedbe created before adding products to categorize the productsinventory to ensure that each product is properly classified. However, some default categories are already available in the inventory. These must be added before adding productssystem to thehelp inventory.you However,get somestarted.

default

By categorizing your products, you can:

  • Improve navigation within your inventory and POS.

  • Generate detailed category-wise reports.

  • Manage pricing, discounts, and promotions by category.

  • Simplify online store organization and product filtering.

Tip: Create clear and specific categories already(e.g., existElectronics, inBeverages, theClothing) system.to make it easier for both staff and customers to locate items quickly.

How to Create a New Category?

Category

1.Creating categories helps organize your products for easier management and reporting. Each category can include a name, description, and image to help visually identify product groups across the POS and online store.

To create a new category:

  1. Go to the Categories tab.

  2. 2.       Enter the Category Name.

  3. 3.       Enter the Category Description.

  4. 4.Upload Uploada Category Image to represent the categorygroup image.visually.

  5. 5.       Select the QBO Class class.(if you have integrated QuickBooks Online).

  6. 6.       HitClick Create Category. to save it.

Tip: Use high-quality images and clear category names to make your inventory and online store easier to navigate. Consistent naming helps improve search results and reporting accuracy.

58.png

How to Edit an Existing Category?

Category

1.You can easily update category details such as name, description, or image to keep your inventory organized and up to date.

To edit an existing category:

  1. Go to the Categories tab.

  2. 2.       Click Edit beforenext to the category you want to edit.modify.

    59.png

  3. 3.Make Makethe necessary changes to(e.g., update the category.name, description, or image).

  4. 4.       HitClick Save Record. to apply the changes.

60.pngNote: Keeping categories accurate and well-structured ensures smoother product management, reporting, and online catalog organization.

Besides categories, you can addalso sub-categoriescreate Subcategories to further classify your products. Subcategories help specify theproduct productstypes further.within a larger category — for example:

  • Category: Electronics

  • Subcategory: Mobile Phones, Laptops, Accessories

Tip: Use subcategories for better product filtering and reporting, especially if you manage a wide product range.

59.png

60.png

How to Add a Sub Category?

Subcategory

1.Subcategories help you further organize products within a main category. They allow for more precise product classification, making it easier to manage and locate items in your inventory or POS.

To add a subcategory:

  1. Go to the Sub-Category tab under Categories.

  2. 2.       Enter the Sub-CategorySubcategory nameName.

  3. 3.       Assign it to a category.Category from the dropdown list.

  4. 4.       HitClick Save Record. to create the subcategory.

Tip: Use clear and descriptive subcategory names (e.g., Shoes → Men’s Shoes → Sneakers) to make searching and reporting more efficient.

61.png

How to Edit a Sub Category?

Subcategory

1.You can easily modify subcategory details such as the name or assigned category to keep your product organization accurate and up to date.

To edit a subcategory:

  1. Go to the Sub-Category tab under Categories.

  2. 2.       Click Edit beforenext to the sub-categorysubcategory you want to change.

    62.png

  3. 3.     Make the desired changes.changes (e.g., rename the subcategory or reassign it to a different category).

  4. 4.        HitClick Save Record. to update the subcategory.

Tip: Regularly review your subcategories to ensure they align with current inventory structure — this keeps product searches, reports, and online store organization clear and consistent.

62.png

63.png

How to Create a New Brand?

Brand

If your store belongsoperates toin an industry withwhere brands,products likeare theorganized fashionby industry,brands (such as fashion, electronics, or beauty), you can add and manage those underbrands directly within the Brandssystem. tabThis ashelps follows:streamline product organization and reporting by brand.

1.To create a new brand:

  1. Go to the Brands tab under Categories.

  2. 2.       Enter the Brand name.Name.

  3. 3.Select Selectthe associated Category.

  4. Add a category.

    Brand

    4.Image Addto help visually identify the brand image.brand.

  5. 5.       HitClick Create Brand. to save it.

    64.png

After adding the brands, you can assign them to product categories and uselink them when adding or editing products toin the inventory.

Tip: Consistently tagging products with their correct brand helps improve searchability, reporting accuracy, and customer browsing experience — especially in fashion and electronics retail.

64.png

How to Add Colors and Sizes?

Sizes

If your products comeare available in differentmultiple colors andor sizes,sizes, Scantranx allows you canto specifydefine themthese attributes under the Categories asmodule. follows:This helps you create and manage product variations more effectively, ensuring accurate inventory tracking for each variant.

1.To add colors and sizes:

  1. Go to the Colors and Sizes tab.tab under Categories.

  2. 2.       Select an Attribute (— either Color or Size)Size.

  3. 3.       Specify the value.Value (e.g., Red, Blue, Small, Medium, Large).

  4. 4.       Click on Save Record. to store the attribute.

Tip: Adding standardized color and size options makes it easier to create variable products, ensuring consistency across your product listings and improving search accuracy in your POS and online store.

65.png

 Note: You can also remove the colors and sizes by clicking the Remove button.

How to Specify Bottle Deposit Amount?

Amount

The Bottle Deposit feature allows you to add a refundable deposit fee to bottled products. This amount is charged to the customer at the time of purchase and refunded when the bottle is returned for recycling. It helps support sustainability programs and compliance with regional recycling regulations.

To specify a bottle deposit is the refundable amount that the consumer pays while purchasing a bottled product. The amount is returned back to them when they return the bottle for recycling.amount:

  1. 1.       Go to the Bottle Deposit tab.tab under Categories.

  2. 2.       Enter the Deposit Name Name.(e.g., Glass Bottle, Plastic Bottle).

  3. 3.       Enter the amount.Amount to be charged as a deposit.

  4. 4.       Click Save Record to apply the changes.

Tip: Assign bottle deposits only to applicable products (e.g., beverages or liquid containers). This ensures accurate billing and easy refund processing at the POS.

66.png

Back to top