You can classify products into groups through Category Management. These categories appear on the cashier screen and are reflected in the Sales by Categories report.
Ways to Create Categories
Category tree: Create all your categories at once and then assign products easily.
Individual category: Create one category at a time.
Steps to Create Categories
Create a Category Tree
Go to Products & Inventory > Category Management.
Click Add at the top of the Categories column.
Select Category tree, then click Next.
Click the Category name field.
Select New parent category.
Enter the name of the new main category.
Click Add child category.
Enter the Category name.
ℹ️ To add a subcategory within a subcategory, click Add sub-child category
9. Click Save.
The categories have been added successfully.
Create an Individual Category
Go to Products & Inventory > Category Management.
Click Add at the top of the Categories column.
Select Individual category, then click Next.
Enter the category name and description.
ℹ️ If the category is a subcategory: enable parent category, then select the required category.
Click Create & Assign.
The category has been created successfully.
Assign Products to Categories
Go to Products & Inventory > Category Management.
Click Uncategorized products.
Select the required products.
Click Assign to category.
Select the required category, then click Assign.
The products have been assigned to the selected category.
Change a Product Category
Go to Products & Inventory > Category Management.
Click the product’s current category.
Select the product(s).
Click Move product.
Select the new category, then click Assign.
The product category has been changed and moved to the new category.
Remove a Product Category
Go to Products & Inventory > Category Management.
Click the product’s current category.
Select the product(s).
Click Mark as Uncategorized.
Check (✔️) to confirm the action.
Click Delete & Move to Uncategorized.
The product has been removed from the category and moved to the Uncategorized products list.
Edit a Category Name
Go to Products & Inventory > Category Management.
Click the required category.
Click the ✏️ icon next to the category name at the top.
Edit the category name, then click Save.
The name has been updated successfully.
Delete a Category
Go to Products & Inventory > Category Management.
Click the category name.
Click Delete at the top left of the page.
Choose the appropriate action, then click Delete.
The category has been deleted successfully.
FAQs
1. Can I show or hide categories from the sales screen?
Yes. For more details about the sales screen, click here.
2. Do I need to add the category using the same steps every time I add a new product in inventory?
No. The category is added once on the platform, then the product can be classified by selecting its category from the categories list.
3. Is there a maximum limit for adding categories?
There is no maximum limit. You can add an unlimited number of categories.
4. Can I add a category to a product after sales have been made?
Yes. Sales will be reflected immediately in the Sales by Categories report after assigning the category within the product details.
5. Is there a dedicated report to view the sales of each category?
Yes. Go to Reports > Sales > Sales by Categories.