Admin / Business setup
Manage categories, units and reference lists
Maintain the shared lists used by products and business records, including categories, units and price tiers.
Reference lists provide choices for other forms. Open the relevant Setup menu, such as Categories, Subcategories, Units or Price tiers. Each list requires its own viewing and creation/update permissions. Optional module lists appear only when available to your business.
Add or update a choice
- Open the list and search for the name or code first.
- Select New category, New unit, or the corresponding New action for that list.
- Complete the required fields and check Active. The field guide below explains the important differences.
- Select Add category, Add unit, or the matching Add action. Save & add another saves and clears the dialog for another entry.
- To change an existing row, use its Edit action and select Save changes. Check the success message and row.
If validation fails, correct the field errors in the dialog. Use Any status to find inactive choices. An unavailable Edit action can reflect access restrictions even when you can see the list.
Categories, units and prices
| List | Fields and important rules |
|---|---|
| Categories | Unique Name (up to 120 characters), Display order (0–9,999; lower first), Count a target by, Active. In three-level category mode, Parent category may be selected; leave it empty for a top-level category. A category cannot be its own parent. |
| Subcategories | Name and Category are required. Names must be unique within their category. Active controls status. |
| Units | Name and unique Code are required. Use a short code such as PCS; maximum 20 characters. This list defines units, not the conversion between a product’s pack and base unit. |
| Price tiers | Required Name and unique Code (up to 30 characters). The shop’s own price selects the default tier; selecting a new default replaces the previous default. Set Active so the tier is available for customer/product selection. |
| Bundle categories | Required Name and Count the target by: quantity sold or sales value. Code is optional and unique if supplied; Display order controls ordering. |
Categories and subcategories support selecting rows and Activate / Deactivate when permitted. Category image cells also allow an image upload; the server accepts images up to 10 MB. Check the uploaded image in the row after saving.
Branch availability
Some lists, including categories, subcategories and suppliers, show Branches when several branches are available. Select the branches that use the record. All branches, or no branches selected, means shared availability; this is not the Admin branch switcher. New records may begin with your default or only branch selected—review that choice.
Optional reference lists
| List | What to enter |
|---|---|
| Product groups | Design Name, optional unique Code and Season. |
| Colours | Name, optional unique Code, Swatch and Display order. A typed swatch uses a six-digit colour such as #336699. |
| Sizes | Name, optional unique Code, Display order to arrange sizes in the intended order. |
| Fabrics | Unique Name, optional unique Code, Default GSM and Display order (whole numbers 0–9,999). |
These textile lists prepare choices for textile products; creating a group or size does not create product variants or stock. Keep shared setup separate from the product workflow.