Stock
Categories
Group your products — drinks, hardware, spare parts — so they're easier to find and report on.
Categories group products and services together. Manage them in Stock → Categories.
Create a category
Open Stock → Categories and select New category.
Enter a Name — for example Drinks.
Select Create.
Put a product in a category
Open the product in Stock → Products, choose the Category, and select Save changes. Each product can be in one category, or none.
Rename a category
Select the pencil icon, change the name and select Save. Every product in it follows the new name.
Delete a category
Select the bin icon. The window tells you how many products are in it, then select Delete category.
Products are never deleted with a category — they just become uncategorised. The top of the Categories page shows how many products are uncategorised.
Good to know
- Names must be unique. Adding one that exists shows "That category already exists."
- Who can change categories? Anyone whose role can edit products. Others can see the list, but not the New category, rename or delete buttons.
- Package limits apply to how many categories you can create. See Packages and billing.