Categories and units of measure
Group items the way your shop is laid out, and define how each one is bought, stocked and sold.
Categories become the tabs on the register, so they should mirror how a cashier thinks, not how a supplier catalogue is organised. Units matter more than they look: an item is counted in one base unit, but may be bought by the carton and sold by the piece. Defining that conversion once means stock stays right whichever unit a document uses.
Open Catalog → Categories and create one per shelf or department. Keep the list short — a register with twenty tabs is slower than one with six.
Open Catalog → Units. Create the base units you count in — piece, kilogram, litre — and any packaging units you buy or sell in.
On the item itself, the base unit is what stock is counted in. Add alternate units with their conversion — a carton of 24 pieces — and each can carry its own barcode and price. Selling one carton then reduces stock by 24 pieces automatically.
Good practice
- Smart categories (Catalog → Smart Categories) fill themselves by rule — best sellers, low stock, a price range — and can appear on the online store without any manual assignment.