{"id":191170,"date":"2019-08-20T08:51:48","date_gmt":"2019-08-20T06:51:48","guid":{"rendered":"https:\/\/guide.jtl-software.com\/jtl-pos\/range-of-products\/creating-categories\/"},"modified":"2023-08-03T15:03:20","modified_gmt":"2023-08-03T13:03:20","slug":"creating-categories","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/creating-categories\/","title":{"rendered":"Creating categories"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-pos\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-pos\" id=\"creating-categories\">Creating categories <span id='anchor-creating-categories' data-href='#creating-categories' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou have successfully installed JTL-POS and would now like to structure your product range. We recommend using categories to structure your items. You can separately manage parent categories and subcategories. Categories can be discounted individually. To simplify the cashier view, assign the same colour to related categories and add an image to every category.\t<\/div>\n<\/div>\n<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Note for users of JTL-POS\u00a0ERPConnected:<\/strong><\/span> If you operate JTL-POS in connection with JTL-Wawi, activate your categories directly in JTL-Wawi. Then, you do not need to create new categories in JTL-POS.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-compass fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\tOn this page, you will learn how to manually create categories in JTL-POS. Alternatively, you can import categories and the associated data via the CSV import function of JTL-POS.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"creating-new-parent-categories\">Creating new parent categories <span id='anchor-creating-new-parent-categories' data-href='#creating-new-parent-categories' class='far fa-link' data-anchor><\/span><\/h3><ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tGo to the <span class=\"highlight\">Items<\/span> menu item to open the <span class=\"highlight\">Manage items<\/span> dialogue box.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/create-categories-jtl-pos-2.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/create-categories-jtl-pos-2-1024x600.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/create-categories-jtl-pos-2.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/create-categories-jtl-pos-2-1024x600.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/create-categories-jtl-pos-2-768x450.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"600\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/create-categories-jtl-pos-2.png&quot;,&quot;w&quot;:1266,&quot;h&quot;:742}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"2\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tIn the <span class=\"highlight\">Categories<\/span> pane, tap on <span class=\"highlight\">New category<\/span>. The <span class=\"highlight\">Edit category<\/span> dialogue box will open.<\/li><li class=\"media-single-line\">\n\tEnter a name into the <span class=\"highlight\">Category name<\/span> field.<\/li><li >\n\t<strong>Optional:<\/strong> To create a category for special offers, select a discount from the drop-down list.<\/li><li >\n\tIf you want to establish the order of categories yourself, enter a sort number. The category will then be displayed in the respective place in the list view. If you work without sort numbers, categories in list views are sorted alphabetically.<\/li><li >\n\tTo make it easier for the cashier to identify categories and to mark related categories, pick an image from the gallery and assign the category a colour.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/edit-categories-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/edit-categories-jtl-pos-1-1024x601.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/edit-categories-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/edit-categories-jtl-pos-1-1024x601.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/edit-categories-jtl-pos-1-768x451.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"601\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/edit-categories-jtl-pos-1.png&quot;,&quot;w&quot;:1267,&quot;h&quot;:744}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"7\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\t<strong>Optional:<\/strong> If necessary, assign a special discount for this category to individual customer groups under <span class=\"highlight\">Customer group discounts<\/span>. To do this, tap on the percentage icon to the right of the desired customer group.<\/li><\/ol><div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note:<\/strong><\/span> Discounts assigned here must apply to both <span class=\"highlight\">Categories<\/span> and <span class=\"highlight\">Customers<\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/assign-group-discount-jtl-pos.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/assign-group-discount-jtl-pos-1024x579.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/assign-group-discount-jtl-pos.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/assign-group-discount-jtl-pos-1024x579.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/assign-group-discount-jtl-pos-768x434.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"579\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/assign-group-discount-jtl-pos.png&quot;,&quot;w&quot;:1583,&quot;h&quot;:895}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"8\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tOnce you have added all relevant data to the new category, tap on the <span class=\"highlight\">Save<\/span> icon in the upper part of the dialogue box.<\/li><\/ol>\t<p>The category will now be displayed in the category overview of the item management.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"creating-new-subcategories\">Creating new subcategories <span id='anchor-creating-new-subcategories' data-href='#creating-new-subcategories' class='far fa-link' data-anchor><\/span><\/h3>\t<p>You can create subcategories for every parent category.<\/p>\n<ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tGo to the <span class=\"highlight\">Items<\/span> menu item to open the <span class=\"highlight\">Manage items<\/span> dialogue box.<\/li><li class=\"media-single-line\">\n\tTap on the category for which you would like to create a subcategory.<\/li><li >\n\tTap on <span class=\"highlight\">New category<\/span> to open the <span class=\"highlight\">New category<\/span> dialogue box.<\/li><li class=\"media-single-line\">\n\tEnter all data relevant to the subcategory.<\/li><li class=\"media-single-line\">\n\tThen, tap on the <span class=\"highlight\">Save<\/span> icon in the upper part of the dialogue box.<\/li><\/ol>\t<p>The category will now be displayed under the parent category in the item management. Tap on the parent category to view its subcategories. You can also add additional subcategories to any subcategory.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/manage-items-subcategory-jtl-pos.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/manage-items-subcategory-jtl-pos-1024x576.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/manage-items-subcategory-jtl-pos.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/manage-items-subcategory-jtl-pos-1024x576.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/manage-items-subcategory-jtl-pos-768x432.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"576\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/manage-items-subcategory-jtl-pos.png&quot;,&quot;w&quot;:1591,&quot;h&quot;:895}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"mt-5 d-print-none card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-pos\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<p class=\"d-flex align-items-center hl-wawi h4\">Related topics<\/p>\n<ul class=\"list-reset list-icons list-custom-square list-pos\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/setup\/entering-bar-codes-from-printing-scales\/\" title=\"Entering bar codes from printing scales\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tEntering bar codes from printing scales\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/dialogue-box-manage-favourites\/\" title=\"Dialogue box: Manage favourites\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Manage favourites\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/creating-items\/\" title=\"Creating items\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating items\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/saving-item-data-as-attributes\/\" title=\"Saving item data as attributes\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tSaving item data as attributes\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/creating-bills-of-materials\/\" title=\"Creating bills of materials\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating bills of materials\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/creating-child-items\/\" title=\"Creating parent-child relationships\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating parent-child relationships\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/activating-and-deactivating-categories-and-items-in-jtl-pos\/\" title=\"Activating and deactivating categories and items in JTL-POS\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tActivating and deactivating categories and items in JTL-POS\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/dialogue-box-edit-category\/\" title=\"Dialogue box: Edit category\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Edit category\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/dialogue-box-item-master-data\/\" title=\"Dialogue box: Item master data\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Item master data\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/range-of-products\/dialogue-box-manage-items\/\" title=\"Dialogue box: Manage items\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Manage items\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/setup\/dialogue-box-creating-user-defined-bar-codes\/\" title=\"Dialogue box: Creating user-defined bar codes\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Creating user-defined bar codes\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/setup\/dialogue-box-creating-user-defined-bar-codes\/\">[&#8230;]<\/a>","protected":false},"author":5,"featured_media":0,"parent":191134,"menu_order":177,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-191170","page","type-page","status-publish","hentry","pages_category-artikel-pos-en","pages_category-jtl-pos-en","pages_category-kategorien-pos-en","pages_category-print-2-sortiment-kassiervorgang-zahlungen-en"],"acf":[],"yoast_head":"<!-- This site is optimized 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