What’s an item category?
Item categories basically outline a life-cycle for your item. You can preset an item to be automatically discounted or to have its status changed somehow without you manually changing it.
For instance, here’s an outline of what you might do—or might not—for particular items in your store. Let’s choose, for example, furniture. If you knew you wanted every piece of item in your furniture to be discounted after 15 days and you even wanted to change the consignor split at the same time. Here’s what you might want:
If you wanted to do this, you would enter an item category and specify all that information and customize it to your needs. You can make as many categories as you want.
What’s a phase?
A phase is the duration of time that your rules last. So, if your rule was that your furniture was 20% off and a 40/60 split, the phase would determine how long that was true. Your final phase will last the number of days you prescribe, after which it will mark all items as "expired." You can have as few or as many phases as you like.
How does this affect my inventory?
Items by default have no category attached to them and you have to specifically put an item into a category in order for it to be affected by the phases or the rules. Once you add a category, nothing will happen to your items until you put them in a category. You can do this from the add item form when you initially create an item.
If almost all your items are furniture items or if you’re processing a batch of them, then you can set the furniture category to default in your “Settings” under the "Store Policies" tab.
How does an item category affect sold or paid items?
An item category shouldn’t affect sold or paid items. Once an item is sold, it is set in stone with whatever discounts or splits were in effect at the moment of sale. If an item is in phase 1 when it’s sold and there’s a 50/50 split, it won’t change the sale retroactively as time goes on.