Category
Categories organise products into groups, for example Beverages › Soft Drinks. Every product has a Category, and categories can have sub-categories.
Menu: Data › Category
How to add a record
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Open Data › Category.
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In the category tree on the left, click the parent category (or Category at the top for a main category). The list shows its sub-categories, and the new row is added under it.
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In the empty row at the bottom of the list, fill in:
Field What to enter Code A short code. Name The category name (required). -
Tick E-Commerce to include the category in the categories used for e-commerce (changing it also changes all its sub-categories), then click ✔ at the end of the row to save it.
To change a record, edit it in the list and click ✔ (requires Data › Category › Update). To delete one, click 🗑 (requires Data › Category › Delete). You can't delete a record that's already in use.
Use Update Category Details to update many categories from an Excel file.
To add many records at once, use Import in the toolbar (requires Data › Category › Import Excel).
Example. Create the main category Beverages and, under it, Soft Drinks, Juices and Coffee. A product in Soft Drinks has Beverages as its Parent Category, so reports can total sales per main category (for example the Parent Category Monthly Sales Ranking) or per sub-category.
See About Data for how these lists work.
Settings that affect this module
Your administrator can change these in Settings (see About settings). Click a section to see the choices.
Generic Settings › Security