How to create and manage categories

In this guide: Organize products and assign the inventory behavior they should use.

Create a category

1. Open Inventory > Categories.
2. Select New Category.
3. Enter a clear category name.
4. Choose the correct type: Itemized, Serialized, or Service.
5. Add an image if useful, then save.

Edit, merge, or delete a category

Open the category list and choose the applicable action. Before merging, confirm the destination type is correct. A category cannot be deleted organization-wide while products are still assigned to it.

Choose the right type

• Itemized: Quantity-based stock such as cases, cables, parts, and supplies.
• Serialized: Individually tracked devices with an IMEI or serial number.
• Service: Labor and other non-stock charges.