Maintain retail departments and categories
Add or edit the classifications used for item lookup and sales reporting.
Updated August 2, 2026
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Departments and categories keep retail products organized and make reports easier to filter.
Steps
1. Open the maintenance area and select Department Entry or Categorized Entry.
2. Choose Add or New, then enter a clear and unique name.
3. Save the record and refresh the displayed list.
4. For an update, select the existing record, change only the required fields, and save.
5. Open Items Entry and assign the department or category to the applicable products.
6. Run a department/category sales or inventory report to verify the assignment.
Important
Avoid creating spelling variations of the same department. Renaming a category can change how reports are grouped.
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