You can classify products into groups through Category Management. These categories appear on the cashier screen and are reflected in the sales report by categories.
Ways to Create Categories
Category Tree: Create main, sub, and secondary categories all at once.
Individual Category: Create a single category.
Steps to Create Categories
Create a Category Tree
1. Go to Products and Inventory > Category Management.
2. Click "Add" at the top of the categories column.
3. Choose "Category Tree," then click "Next."
4. Click on the "Category Name" field.
5. Choose "New Main Category."
6. Enter the name of the new main category.
7. Click "Add Subcategory."
8. Enter the name of the subcategory.
ℹ️ To add a subcategory within a subcategory, click "Add Secondary Subcategory."
9. Click "Save."
The categories have been added successfully.
Create an Individual Category
1. Go to Products and Inventory > Category Management.
2. Click "Add" at the top of the categories column.
3. Choose "Individual Category," then click "Next."
4. Enter the category name and description.
ℹ️ If the category is a subcategory: Activate the "Main Category" option and choose the desired category.
5. Click "Create and Assign."
The category has been created successfully.
Assign Products to Categories
1. Go to Products and Inventory > Category Management.
2. Click on the list of uncategorized products.
3. Select the desired products.
4. Click "Assign to Category."
5. Choose the desired category and click "Assign."
6. The products have been assigned to the category you chose.
Change Product Category
1. Go to Products and Inventory > Category Management.
2. Click on the current category of the product.
3. Select the product(s).
4. Click "Move Product."
- Choose the new category, then click "Assign."
The product category has been changed and moved to the new category.
Remove Product Category
1. Go to Products and Inventory > Category Management.
2. Click on the current category of the product.
3. Select the product(s).
4. Click "Set as Uncategorized."
5. Check (✔️) to confirm the move.
6. Click "Delete and Move to Uncategorized."
The product has been removed from the category and moved to the "Uncategorized Products" list.
Edit Category Name
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Go to Products and Inventory > Category Management.
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Click on the desired category.
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Click the ✏️ icon next to the category name at the top.
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Edit the category name, then click "Save."
The name has been successfully edited.
Delete Category
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Go to Products and Inventory > Category Management.
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Click on the category name.
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Click "Delete" at the top left of the page.
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Choose the appropriate action, then click "Delete."
The category has been successfully deleted.
Frequently Asked Questions
1- Can I show or hide categories from the sales screen?
Yes, you can. For more details about the sales screen, click here.
2- Do I need to add the category with the same steps when adding each new product to the inventory?
No, the category is added only once on the platform, and then the product is categorized according to its category by selecting it from the category list.
3- Is there an upper limit for adding categories?
There is no upper limit; you can add an unlimited number of categories.
4- Can I add the category to the product after performing sales operations?
Yes, you can. Sales are directly reflected in the category in the sales report by categories after being specified in the product data.
5- Is there a dedicated report to know the sales of each category?
Yes, you can do that. Go to Reports > Sales > Sales by Categories.