Inventory
Categories: creating them and categorising items in bulk
Adding a category from "Manage categories" or while creating a product, categorising several items at once, and where categories show at the till and in reports.
Verified against the product on 1 min read
A category orders the till grid and groups sales and stock reports; a handful of clear categories beats twenty.
Steps
- Open "Inventory", then "Categories" (or "Manage categories").
- Type a "New category name…" and press "Create". A category can also be created while adding a product from "New category".
- To categorise several items: select them in the inventory list, then from the action bar choose "Set category", the wanted "Category…", and "Apply".
- At the till, categories appear as grid filters; in the "Inventory report" you see "Value by category".
Notes
- The same bulk bar offers "Adjust price by %" and "Minimum stock" for several items at once.
- Accounting accounts do not follow categories; all sales sit in the sales account, and reports break them down by category.
What the system does not do
No nested categories (a category inside a category).
Common questions
- Are categories per branch?
- No, categories are shared across the shop; quantities are what differ between branches.
- Deleting a category that has items?
- The items stay, uncategorised, and are not deleted. Categorise them again with a bulk selection.
Was this page helpful?
In the same section
- Adding a new product: name, price, barcode and minimum stockFrom the inventory screen: "New product" with name, sell price, cost, barcode, minimum stock, category and image, and when to enable variants, serials or batches.
- Adjusting one item's quantity: restock, damage, correction, or openingFrom the item page: "Adjust stock" with a reason; Restock, Damage / loss, Count correction, Opening quantity, then "Apply"; every adjustment is booked and logged.
- Cycle counts: counting a shelf without stopping salesCreating a "New count", entering the "Counted quantity" per item, reviewing "Variance" and "Variance value", then "Commit count"; differences are booked automatically.
- Importing products from a CSV file (with opening quantities)A CSV with code, name and price (required) plus cost, quantity and barcode (optional), then "Import products": a dry run first; per-row errors never stop the rest.
- Printing barcode labels for itemsFrom the inventory screen: "Print labels", search the items and add them with the number of labels, then "Print" on a label printer or label sheets.
- Reorder suggestions and turning them into purchase ordersWhen an item falls below its minimum it appears in "Reorder suggestions"; review quantity and supplier, select, and "Create purchase orders" for a draft per supplier.
This page is also available in العربية · کوردی
Read also
Did not find what you needed? Message us on WhatsApp