Why categories matter
Categories group your products for faster searching on the POS, cleaner inventory views, and more meaningful reports. A well-structured category list makes it faster to find products and easier to understand which product groups are performing well.
How to create a category
- Go to Inventory → Categories
- Click + Add category
- Enter the category name — for example, Grains, Beverages, Building Materials, Electronics
- Click Save
You can also create a category on the fly while adding a product. In the product form, click the + icon next to the category dropdown to open a quick-create form without leaving the product page.
Editing a category
Go to Inventory → Categories. Click the edit icon next to the category you want to rename. All products in that category update automatically.
Deleting a category
Click the delete icon next to the category. A category can only be deleted if no products are assigned to it. Move products to another category first before deleting.