How to Change a Product’s Category in MarginEdge

You can edit a product in two ways:

  1. Go the Products menu on the left side of the screen, use the search bar to find and select the product and then click Edit Product.

 Screen_Shot_2019-12-12_at_11.53.29_AM.png 

  1. In your Setup Verification Report, click on the name of the product highlighted in blue.

 Screen_Shot_2019-12-12_at_11.53.47_AM.png

Directly under the name of the product is the category that the product is reported to.

 Screen_Shot_2019-12-12_at_11.53.58_AM.png

To change this category, click the product drop-down menu and pick the new category you would like your product reported to.

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After you select the category, click Save and you’re good to go.

 

If you would like a product reported to two or more categories proportionally, you can add an additional category by clicking on +Add a Category.

 Screen_Shot_2019-12-12_at_11.54.13_AM.png 

You can pick any distribution at adds up to 100%. In the following example, lemon purchases are reported as 90% to Produce and 10% to Liquor).

 Screen_Shot_2019-12-12_at_11.54.20_AM.png

 

 

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