Inventory Building for Retail

Begin building inventory by first organizing items and services into categories and subcategories. Categories and subcategories help merchants find items more easily in the Register app.

Create a Category

1. From Home, navigate to Items > Categories.
2. Tap New Category to start a new category.
3. Enter a Description, and then select a category type: Items category or Services category.
4. Select the Visible on Register checkbox.
5. Tap Save.
6. Repeat as needed to create additional categories.

Create a Subcategory

1. From Home, navigate to Items > Categories.
2. Select a category, tap None in the Subcategories work area, and then tap New subcat to start a new subcategory.
3. Enter a Description name.
4. Tap Save to save the subcategory.
5. Repeat as needed to create additional subcategories.

After creating categories and subcategories, add root items to associate with categories and subcategories.

Add an Item

1. From Home, navigate to Items > Item Details.
2. Tap the Details tab.
3. Enter a SKU number in the SKU field or tap the SKU icon to auto-generate a SKU. In Exatouch, random SKU numbers are assigned to newly created items for identification purposes.
4. In the Item Name field, enter a name for the item. The item name populates in several fields below.
5. Enter a price in the Price field.
6. Select a Category and Subcategory (if applicable) for the item.
7. Tap Save.

Set Tax Rates for Individual Items

Merchants should also verify that proper tax rates are enabled.

1. On the Item Details screen, tap the Tax & GL tab.
2. In the Tax Groups section, adjust the sliders to enable or disable desired tax settings.
• Tip! For detailed tax group configuration, see Set General Tax Rates.
3. Tap Save.