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How to Add POS Categories in Invent ERP?

Organizing your products with POS Categories keeps your Point of Sale running smoothly, helps cashiers find items faster, and improves accuracy during checkout.

Step-by-Step Process​

Step 1: Open POS Categories​

From the Main Menu, go to Point of Sale → Configuration → POS Categories.

Step 1 - Open POS Categories

Step 2: Create a New Category​

Click Add and fill in:

  • Category Name — Enter a short, descriptive name.
  • Parent Category (Optional) — Specify the parent category for hierarchical organization.
  • Sequence — Specifies the order in which categories appear on the POS screen.

Step 2 - Create New Category Step 2 - Create New Category

Step 3: Assign Category to a Product​

From the Products page, open a product, scroll to Sales, check the Available in POS checkbox, and select the category.

Step 3 - Assign Category Product Step 3 - Assign Category Product

Step 4: Find Your Category in POS​

Go to Point of Sale → Point of Sales and open your POS session. Tap on the category to view all products linked to it.

Step 4 - Find Category in POS Step 4 - Find Category in POS

Notes & Tips​

  • Adding icons to each POS category helps users locate items faster.
  • Limit category names to one or two words.
  • Adjust the Sequence number to control the order of categories.
  • Place your most popular categories first for quicker access.

FAQ​

Q: Can one product belong to multiple POS categories? No. Each product can only belong to one POS category at a time.

Q: How can I hide certain categories from a POS session? Go to POS Configuration and use the Restrict POS Categories option to display only selected ones.