How can Product Categories keep my business organized?

A product category is a way to organize similar products to make them easier to manage.

A product category ties related products under a common attribute, so goods are easier to find and sort. For example, alcohol distributors may wish to organize their products by type (such as beer, wine, ciders, spirits) and/or product segment (such as Scotch, rye, bourbon, Irish, American whiskey, to name a few).

Vendors may need to organize products by beverage and non-beverage, food and non-food, by all dairy products, and so on. The method chosen depends on your needs.

Once your product is categorized, you can filter and sort them by category.  The table shows your product categories and number of products assigned to each category. Products without a category are automatically categorized as Unclassified. 

💡A user must have an Advanced or Admin role to access the Catalog Settings page. If you are not sure of your role, click on the account icon in the upper right corner of the screen > Click Profile > Scroll down to User Type field. 

Adding Categories 

To add product categories: 

1. Go to Product Catalog > More Actions > Catalog Settings.
2. Click the Add New button. 
3. In the pop-up window, type a category name in the text box.
   1. Categories must be alphanumeric (no special characters)
   2. Category names must be unique. 
4. Click the Create button. 
5. ⚠️Refresh the page to see the new category in the table. 

Editing or Deleting Categories 

Hover over a row in the product category table and click on the pencil icon to edit or delete a category. The trashcan icon will permanently delete the product from the catalog. 

Editing or deleting a product item will not affect invoices (either draft or submitted). The product information remains unchanged from the previous saved version.