The product categorization feature helps you track sales by category in reports and makes it easier for cashiers to sell through the sales screen.
⚠️ Note: Rewaa currently does not support deleting or editing categories after adding them. However, you can hide them from the sales screen. Make sure to write the category name correctly.
Steps to Add Categories
Main Category
Go to Products & Inventory > Products.
Click on an existing product name or click New Product.
Go to Categories.
Click the (+) icon next to the category field.
Enter the main category name.
Click Add Category.
Subcategory
First, add the main category, then follow these steps:
Click the (+) icon next to the category field.
Enter the subcategory name.
Check (✔) the option Add to Main Category.
Select the previously added main category.
Click Add Category.
Subcategory within a Subcategory
First, add the main and subcategory, then follow these steps:
Click the (+) icon.
Enter the new subcategory name in the category field.
Check (✔) the option Add to Main Category.
Select the previously added subcategory.
Click Add Category.
Assign Products to Categories on the Platform
Go to Products & Inventory > Products.
Click on an existing product name.
Go to Categories.
Select the category you added previously.
Click Save.
FAQs
1. Can I show or hide categories in the sales screen?
Yes, you can. For more details about the sales screen, click here.
2. Can I upload main or subcategories within product data using Excel?
Yes, you can:
Main category: Write the category name in the designated column. The name must match exactly (100%) with the one added on the platform to avoid duplicates.
Subcategory: Add the subcategory on the platform first, then write its name in the Category column. The name must match exactly (100%) with the one added on the platform to avoid duplicates.
⚠️ Note: You cannot add a subcategory within a subcategory through Excel data. This must be done later using the steps outlined in this article.
3. Do I need to add the category every time I create a new product?
No. A category is added once on the platform, then you can classify products by selecting it from the category list.
4. How can I tell the difference between a main and a subcategory?
In the category list, a (-) mark will appear next to subcategories.
5. Is there a limit to the number of categories I can add?
No, you can add an unlimited number of categories.
6. Can I change the category after assigning it to a product?
Yes, you can. Go to the product data, click on the category field, and select the desired category.
7. Can I assign a category to a product after sales have already been made?
Yes, you can. Sales will be reflected immediately in the Sales by Category report once the product is categorized.
8. Is there a dedicated report to track sales by category?
Yes. Go to Reports > Sales > Sales by Category.
9- Can I set user permissions for adding, editing, or deleting categories?
There are no specific permissions for managing categories separately, as they fall under full product management permissions. To avoid having duplicate categories with different names, it is recommended to assign only one person to be responsible for updating product and category data on the platform.