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Hey Ricardo (@ricardolacayo)


I am really glad you asked about managing categories. Structuring your inventory around categories is really important for good bookkeeping and reporting to see how certain items are performing. 


Think of categories as the broad label to organize related items under:

  • For instance, you could create a category called "shampoo" and put each shampoo item (named by brand) under that category.  At the end of the month, you can easily view details about all shampoos in a Product and Loss Report.

  • If you prefer to organize items by brand, you could create a "[Brand]" category to group items from the same brand together - this might be useful if you want to see how well a particular brand is selling or test a new line of products. This also makes phasing in new brands fairly easy. 


What matters most is organizing it in a way that makes sense to you. Here are a few articles that might be helpful:


Introduction to categories in Products and Services


What is new in Categories 2017


I hope this helps! 

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