• Category Records

    Create and manage category records.

  • Category Records List Screen

    This screen shows you a listing of all your active categories. Double clicking on a selected category, the one with the blue bar highlighting it, OR use the F4 “Edit…

  • Category Record Tabs

    This article includes links to the Category Records tabs. Category Record Basic Info Tab Category Record Qty Breaks & More Prices Tab Category Records Pictures & Menus Tab Category Record…

  • Category Record Basics

    What are Categories and Why Do You Need Them? Categories are a useful way of grouping your inventory. Categories are helpful for various reasons, but most importantly, they’re beneficial when…

  • Category Record Basic Info Tab

    Category records are used to group item records or other category records. For instance, within a Level 1 Category named “Cards,” you may have (Level 2) sub-categories such as “Birthday,”…

  • Category Records Pictures & Menus Tab

    “Include in Quick Pick?” – Places this category on the Quick Pick menu in the Cash Register. If you have a picture in the record, then that picture will show…

  • Category Record Internet Store Tab

    Artisan does not provide an Internet store (shopping cart) itself but provides the pieces you need to integrate with one. The Internet Store Tab houses all the extra information you need in…

  • Category Records External Accounts Tab

    This area is used to include detailed information about this category when exporting your accounting information to External Accounting Packages like QuickBooks. You can enter accounts by category. If these…

  • Using Custom Fields

    Artisan supports the ability to create Custom Fields for Item Records and Customer Records – and starting with 4.8, Vendor Records. This is extremely helpful if you need to classify…

  • Category Record Activity Tab

    Quickly follow the Audit trail for the category, including who made the change and what was changed when. Click on the Audit button to view a list of the changes.

  • Deleted Records

    How Artisan “Deletes” Records Although Artisan POS allows users to delete records, they are kept separately on another table or database. When a record is deleted in the application, Artisan…

  • Apply Bulk Changes

    In Artisan, you can use the “Bulk Changes” button to edit multiple records at the same time.  To do this, head to a record list. For this example, we’ll head…

  • Saved Layouts and Searches

    Artisan POS has numerous areas you can configure to fit your individual needs. A great example of this is being able to create saved searches with saved column layouts. Column…

  • Inventory Records

    There are 3 main types of Inventory Records. Category Records, Vendor Records, and Item Records.  Category Records keep information about groups of products. You may have heard them called “Department”…

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