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Set up categories in Products and Services

Learn how to set up categories and sub-categories in Products and Services.

A category is a way of classifying the products and services you sell to customers to make accounting for stock easier. Categorising what you sell can help you better understand sales volume and track who is buying what from you.

You can also search for items by category, saving you time when completing transaction forms.

You can set up categories and designate sub-categories under the parent category. For example, a category called Design could contain sub-categories for Garden, Fountain, and Lighting to further characterise the specific type of design work.

In this article, we'll show you how to set up categories.

Set up a new category

To set up a new category or sub-category:

  1. Select the Gear icon on the Toolbar.

  2. Under Lists, select Products and Services.

  3. Select Manage Categories from the More button drop-down list.

  4. Select New category.
  5. In the Category information panel, enter the Name of the new category.
  6. Select the Is a sub-category checkbox, if applicable, and select the parent category from the drop-down list.
  7. Select Save.

Alternatively, you can create a new category on the fly when you set up (or edit) an item or service by selecting Add New from the Category drop-down list in the Product/Service information panel.

Edit or delete a category

You can edit an existing category to change its name, or to turn an existing parent category into a sub-category, or make a sub-category into a separate category of its own.

You can also remove an entire category or sub-category. However, if you remove a sub-category, items associated with that sub-category are moved to the parent category. If you remove a category, items in that category are reclassified as Uncategorised.

To edit or delete an existing category:

  1. Select the Gear icon on the Toolbar.

  2. Under Lists, choose All Lists.

  3. Select Product Categories.

  4. Locate the category to edit or delete.
  5. From the Action column drop-down menu, select Edit.

  6. In the Category information panel, edit the category name or select or clear the Is a sub-category checkbox.
  7. Select Save.

    Alternatively, select the Remove button to delete the category.

The category is edited or removed as you specified.

Frequently Asked Questions about Categories

The following sections provide answers to frequently asked questions about categories.