Help / Inventory

Item categories

Group your items into categories so they are easier to find.

Categories are simple labels for grouping items, such as "Beverages" or "Consulting". Each item can have one category.

Add a category

1. Open Inventory > Categories (or Item Categories).
2. Type the name in the Category name box.
3. Click Add.

The category appears in the list straight away and can be chosen on any item.

You can also add a category while filling in an item: click the + next to Category, type a name and click Add.

Remove a category

1. In the Categories list, click the bin icon on the row.
2. Confirm "Delete this category?".

If any items still use the category, it is not deleted. You will see a message such as "3 item(s) still use this category. Reassign them first." Edit those items, pick another category, then delete again.

Good to know

• The list shows only the category name. There is no rename button, so check the spelling before you add.
• Adding a category needs the edit permission for Inventory, and removing one needs the delete permission.
• Use Back to Items at the top of the page to return to the item list.