Step by step
- Open Inventory > Categories.
- On the Categories tab press Add Category. Type the Name (required), a Description if you like, add a Photo and press Save.
- Open the Subcategories tab and press Add Subcategory. Type the Name, choose the Parent Category (both required), add a Description and Photo if you like and press Save.
- Find a category by typing in the search box. Category ID is the code the software gives to each category.
- In the Action column use Edit to change a category and Delete to remove it.
- Excel, Pdf and Print export the list.
Good to know
- Two main categories cannot have the same name.
- A category that still has subcategories cannot be deleted. Delete its subcategories first, or move them with Edit to another Parent Category.
- Products of a deleted category or subcategory are left without one. A deleted category goes to Users > Recycle Bin, where it can be restored.
- Photo: an image up to 2 MB; it is resized to 250 x 250 px.
- On the product form the subcategory list shows the subcategories of the chosen category. The + beside the field adds a new one without leaving the form.
- Adding, editing and deleting categories each need their own permission.