MANAGE DEPARTMENTS AND CATEGORIES (I.E., CLASSES)

The Manage Classes feature enables retailers to create a hierarchical structure for product to analyze sales and inventory transactions as they occur through the RICS Back Office and the RICS POS.

This document is a resource for retailers to understand how to:
Create a Class
Edit a Class
Delete a Class

 


CREATE A CLASS
Follow the steps below to create a hierarchical structure with classes and sub-classes to group product data.

 

CLASS

1. In the RICS Back Office, go to Setup :: Manage Classes

2. Enter the name of the class in the Enter Value field

 

3. Click Add

 

Note: Top level classes will be added below the organization’s name in the class hierarchical structure, but will not be saved until Step 4.

4. Click Save

SUB-CLASS

1. In the RICS Back Office, go to Setup :: Manage Classes

2. Locate and select the class in which to add a sub-class underneath

Note: After the class is selected, the class will display next to “Value will be added below”.

 


3. Enter the name of the sub-class in the Enter Value field

 

4. Click Add

Note: The sub-class will be added below the class in the class hierarchical structure, but will not save until Step 5.

5. Click Save

 



EDIT A CLASS
Follow the steps below to edit a name or order of a class or sub-class within a class hierarchical structure.

 

RENAME

1. In the RICS Back Office, go to Setup :: Manage Classes

2. Locate and select the class or sub-class value to be renamed

 

Note: After a class or sub-class is selected, the class or sub-class name will display next to Rename Value field.

3. Enter the updated name in the Rename Value field

4. Click Rename

 

Note: The updated name will replace the original class or sub-class name, but will not save until Step 5.

5. Click Save


REORDER

1. In the RICS Back Office, go to Setup :: Manage Classes

2. Locate and select the class or sub-class value to be reordered

 

Note: After the class or sub-class is selected, the class or sub-class will be highlighted.

3. Click the up or down arrows to reorder the class or sub-class

 

Note: The reordered class or sub-class will not be saved until Step 4.

4. Click Save

 



DELETE A CLASS
Follow the steps below to delete a class or sub-class created within a class hierarchical structure.

1. In the RICS Back Office, go to Setup :: Manage Classes

2. Locate and select the class or sub-class value to be deleted


Note: After the class or sub-class is selected, the class or sub-class will be highlighted.

3. Click the  to delete the class or sub-class

Note: To delete a class or sub-class, all items must be removed from the class or sub-class.

4. Click Yes when prompted to delete the class

 

Note: The deleted class or sub-class will not be removed until Step 5.

5. Click Save

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