Product Categories
Product Categories and Sub-Categories
Product Categories give you a two-level way to classify your product catalog: a Category at the top level and one or more Sub-Categories underneath. Use them to organize Products by type or line -- for example, Category: Electronics, Sub-Category: Smartphones.
Categories are separate from Product Groups, which control GL account mapping and pricing rules. You can assign both a Category and a Group to the same product -- they serve different purposes.
Where to find it
- Product Categories -- Go to Inventory > Product Categories
- Product Sub-Categories -- Go to Inventory > Product Sub-Categories
Product Categories list, the merchandising hierarchy on top of Products.
Clicking a Category name in the list navigates directly to the Sub-Categories page filtered to that category.
What the lists show
Product Categories
| Column | Description |
|---|---|
| Name | Category name; click to view its sub-categories |
| Sub Categories | Count of sub-categories assigned to this category |
| Products | Count of Products assigned to this category |
| Description | Optional notes about the category |
Product Sub-Categories
| Column | Description |
|---|---|
| Name | Sub-category name |
| Category | Parent category |
| Products | Count of Products assigned to this sub-category |
| Description | Optional notes |
You can filter the Sub-Categories list by Category using the Filter by category dropdown in the header.
Tips
- You cannot delete a Category that still has Sub-Categories or Products assigned to it. Reassign or delete those first.
- Sub-categories cannot be deleted while Products are still linked to them.
- Categories are for organizing your catalog and Reports -- use Product Groups if you need to control which GL accounts are posted when a product is sold or purchased.
Related: Products · Product Groups
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