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Pickleball Facility Setup
Module 5: Pro Shop Setup
Create Pickleball Item Categories
Create Pickleball Item Categories

Module 5 (2/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create item categories.

  • Use Cases: System users create categories to organize pickleball products for sale at the club (e.g. Pro Shop or restaurant). For example, the Pickleball Gear category might include products like paddles and balls.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 2.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report

PREREQUISITES

Enable the POS add-on.


SETUP REQUIREMENTS

Click POINT OF SALE > ITEM CATEGORIES on the side menu. Click the Create Item Category button.

On the next page, enter a category name and, optionally, select a Revenue Category. Click Save Changes.

CourtReserve adds the item category to the table.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 3: Create Revenue Categories

  2. Read Module 5, Part 4: Create Pickleball Manufacturers

  3. Read Module 5, Part 5: Create Pickleball Items

  4. Read Module 5, Part 6: Create Item Variants

  5. Read Module 5, Part 7: Create Pickleball Taxes

  6. Read Module 5, Part 8: Launch the POS

  7. Read Module 5, Part 9: Discount Items in the Shopping Cart

  8. Read Module 5, Part 10: Manage POS Permissions

  9. Read Module 5, Part 11: Create an Item Sales Report

  10. Read Module 5, Part 12: Create a Category Sales Report

  11. Read Module 5, Part 13: Create an Inventory Valuation Report

  12. Read Module 5, Part 14: Create a Reorder Stock Report

  13. Read Module 5, Part 15: Create a Sales Report

  14. Read Module 5, Part 1: Set Up Pickleball POS
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