Create Stock Category in QNE AI Cloud POS Portal Ⓙ

Created by QNE Software Sdn bhd, Modified on Wed, 30 Jul at 12:07 PM by QNE Software Sdn bhd

Overview:

This article explains how to create stock categories in QNE AI Cloud POS. Categories help organize stock items into general groups (e.g., Tools, Paint, Electrical), making it easier to manage, search, and report on inventory.

By following this guide, users can:

✅ Create and name stock categories

✅ Assign items to specific categories

✅ Use categories for filtering and reporting

Scenario:

A hardware store sells a wide range of products like drills, paints, and gardening tools. To manage them better, the store owner creates categories such as "Paint Supplies" and "Garden Equipment" in the system. When adding new stock items, they assign each item to the relevant category, making it easier for staff to locate products and generate grouped reports.

Solution:

1. Navigate to Stock > Categories

2. Click Add button

3. Fill in the Stock Category Code and Name. You may input the same data for both field, such as Paint Supplies

4. By default, the system has enabled the Active toggle button to indicate the category is active. If you require to set the category as inactive, you may disable it.

5. Click Save

6. The new category will be shown in the Stock Category list. You may click the Category Code to view or edit the details of the Stock Category.

Now your category has been created successfully. Please be note that this category will be affected on the reporting which you can filter the report by stock category that you set such as Daily Sales Item Report, Stock Balance, Stock Ledger and other reports.