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      Update Categories from your Point of Sale

      Pull in category structure changes from your Point of Sale to WorkstandIQ.

      Resync Catalog Structure

      Update Existing Categories

      Generate a New Open to Buy Report

      Resync Catalog Structure

      • If a change is made to the category structure in your Point of Sale, follow these steps to update those changes within WorkstandIQ.
      • In WorkstandIQ, click the Gear Icon in the top right corner and then select Categories.
      • Press the "Import Categories" button at the top of the page.
      • For any line that says "Missing Report Mapping", the mapping for that category needs to be updated.
        • Press the Pencil Icon and select the correct category from the "Report Mapping" drop-down list.
        • Press the floppy disk icon to save this setting.
        • Repeat for each category that says "Missing Report Mapping."

      Update Existing Categories

      • Categories and subcategories may be color-coded to signify the following:
      • Excluded from inventory reports: This category has been excluded from being included in the Open to Buy Report. 
        • To adjust this, press the Pencil Icon for the category, select/deselect the "Exclude in Inventory Reports" box, and then press the floppy disk icon to save the change.
      • Deleted in Data Source: This category is no longer found in the Point of Sale. 
        • The Trash Can icon can be pressed to delete this category in WorkstandIQ or the Pencil Icon can be pressed to adjust the mapping of this category. 
        • Press the floppy disk icon to save any changes.
      • Excluded from inventory reports and deleted in the data source: This category is no longer found in the Point of Sale and it is being hidden on the Open to Buy report. 
        • The Trash Can icon can be pressed to delete this category in WorkstandIQ or the Pencil Icon can be pressed to adjust the mapping of this category. 
        • Press the floppy disk icon to save any changes.

      Generate a New Open to Buy Report

      • To see the category changes in the Open to Buy Report:
      • Navigate to Inventory > Power Tools > Import OTB Report.
      • Select the appropriate location or "Whole Store" from the location drop-down.
      • Adjust the description if needed.
      • Press the "Import" button.