Setting Up Your Sales Categories

Categories are a way of grouping your products/services into “boxes” to help you easily develop reports.

When products or services are grouped together, it makes sense when a report is generated. 

You can expand or collapse each category. This makes it easy to digest what’s in the report. And you can quickly find details of specific items.

Follow the guide below to set up your sales categories

1. On your Oze home screen, click on Add transaction. 
2. Tap on + Sale to add a sales transaction and choose Add Manually. 
3. Type in your item/product name and click on the link that pops up. 
4. Provide a category for the product name. 
5. Save your transaction. 

Example 1

Assume you are a fashion business owner with a different assortment of products, starting with other watches. You will have product names such as Prada, Calvin Klien, Rolex, etc - These are product names. However, to group them under one category, you will say “WATCH”

.

Example 2

Using the same fashion business, we can use bags as an example. Assume you have Louis Vuitton, Gucci, Fendi, Chloe, Burberry, Chanel, etc, we can identify these as product names. In the process of grouping them, we can box them under the category “BAGS”.