To create a category:

  1. From the main menu, click Inventory > Categories
  2. To edit or add to a Subcategory to an existing Category, click the existing Category. 
  3. Click New Category to create a new Category.
  4. Name the initial Parent Category (Example: Clothing).
  5. Create a Subcategory to be used within the Parent Category (Example: Jacket).
  6. You can also create Subcategories within this Category (Example: Winter and Fall).

To apply a product to a category:

  1. From the main menu, click Inventory > Item Search
  2. Search for products that fit within the category.
  3. Select a product from the results.
  4. Under "Organize", you can view the Categories available and assign the appropriate Category to that specific product. 
  5. Save changes.

To apply categories to multiple items:

  1. From the main menu, click Inventory > Quick Edit Items
  2. Within the search criteria select category as one of the fields.
  3. Search for the Items you wish to categorize (Example: Jacket).
  4. Items from the results that remain un-categorized will have none as their Category.
  5. click None to open the Select Category window.
  6. Assign the correct Category and Subcategories to each item. 

Useful Tips:

  • Changing the name of a category will change the category name for all the items to which the category is applied.
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