How do I create item categories?

Updated on June 17, 2017 02:43AM by Admin

The Items App works as your complete product database. It manages all aspects such as product names, prices, description, photos, and more. And also associates items directly with suppliers to quickly show profit margins.

For instance: Consider a hardware business, that offers various items to its customers. Now, grouping the items under different categories would be beneficial for an employee to manage the items.

Steps to Create New Item Category

  1. Log in and access Items App from your universal navigation menu bar.
  2. Click on "More (...)" icon -> "Settings" -> "Items" -> "Categories".
    click on item categories
  3. Click on "Create" button to create a new item category.
    click on create button
  4. In the creation page, specify:
    • Name - Name of the item category.
    • Description - Description about item category.
    • Enable Flag - Slide the toggle ON to flag this category.
      create category popup
  5. Click on "Create" button to complete.
  6. You can also update the item category information using "Edit"  icon, if needed. Also, you can disable it. By default, the created item category will be in enabled mode.
    edit disable category

Create Sub Categories

  1. You can also create sub categories, by clicking on the "Create Sub Category" icon.
    click on create sub category icon
  2. Enter the Sub Category Name and Description.
    create sub categories
  3. The sub category will be created as shown:
    sub category created
  4. Now, while creating items, you can select the categories by clicking on the "+" icon.
    add category
  5. Click on the parent category (Outdoor Showcase) to view its sub category. You can add the subcategories and click on "Back to Categories List".
    add sub category
  6. Click on "Add", once done.
  7. The sub-category will now be successfully added.
    sub category added

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