Please note: only users with the "Edit recipes" or "Edit vendors" permission can manage item categories.
Item Categories help you organize your items into meaningful groups, making it easier to track and analyze your data. If you export invoices to accounting software, these categories also ensure that items are mapped correctly to your general ledger accounts.
When you launch your opsi account, a default set of categories such as Produce, Meat, and Dairy will be created for you. You can further refine or customize these categories as needed. If you’re using opsi’s invoicing feature, our team will automatically categorize your items for you, and you’ll have the opportunity to review and adjust these assignments at any time.
Item categories contains three fields of information:
Category Name:
The name assigned to this category.
GL Code:
The accounting general ledger code linked to this category. If you map the category to an accounting category, this GL code will be automatically populated.
Category Group:
The top-level grouping for your categories, often aligned with your sales groups in your POS system (e.g., Food, Beverage, etc.).
If you are using an integration with an invoice processing service like Ottimate, the Categories and GL Codes will automatically be imported into opsi. You cannot manage these categories from opsi as they are synced between the integration. You can and should, however, associate the proper Category Group to each one.
Steps to manage categories on desktop
Steps to manage categories on desktop
Click to the "Items" page.
Your item categories will be listed on the left-hand side.
If you wish to create a new category, click the green "+" and choose "New Item Category".
If you wish to edit or delete an existing category, click on the category name, then click the edit (pencil) icon and choose either "Edit Category" or "Delete Category". Note: if you delete a category the items will not be deleted, they will be moved to "Uncategorized".
Steps to manage categories on mobile
Steps to manage categories on mobile
Tap to the "Items" view.
Your item categories will be listed on this view.
If you wish to create a new category, tap the three dots at the top and choose "New Item Category".
If you wish to edit or delete an existing category, tap into that category, then tap the three dots at the top and choose either "Edit Category" or "Delete Category". Note: if you delete a category the items will not be deleted, they will be moved to "Uncategorized".
