Product Sub-Categories

Product Sub-Categories are the second level of the product classification hierarchy: Category contains Sub-Categories, and Sub-Categories contain Products. Use them to break broad categories into more specific groupings for filtering, reporting, and product search.

Where to find it

Go to Inventory > Product Sub-Categories (or via Master Data > Product Sub-Categories).

The category hierarchy

Product Category
  └── Product Sub-Category
        └── Product

For example:

Beverages (Category)
  ├── Carbonated Drinks (Sub-Category)
  │     ├── Cola 355ml
  │     └── Cola 600ml
  └── Juices (Sub-Category)
        └── Orange Juice 1L

Creating a sub-category

1. Use the Filter by category dropdown to select the parent category.
2. Click New.
3. Enter a Name.
4. Optionally enter a Code.
5. Save.

Assigning Products to sub-categories

The sub-category is set on the product record:

1. Go to Inventory > Products.
2. Open a product.
3. Set the Category and Sub-Category fields.
4. Save.

Filtering the sub-category list

Use the Filter by category dropdown at the top of the page to show only sub-categories belonging to a specific parent category. Clear the filter to see all sub-categories across all categories.

Deleting sub-categories

Select one or more rows and click Delete. A sub-category that has Products assigned cannot be deleted - reassign those Products first.

Related: Products · Product Categories · Product Groups · CBSP Codes