Organize the catalog with categories

Categories group similar items to better organize your inventory and reports. An item belongs to a category.

Open Inventory → Categories to manage them.

Create a category

1. Click New.
2. Fill in:
   • Name;
   • Description (optional);
   • Category image (optional);
   • Costing method for stock (used to compute cost).
3. Save.

Costing method and VAT

The costing method set on the category applies to its items, unless they set their own. The category carries no VAT rate: a rate per category is defined with VAT rules (Enterprise plan), see Configuration → Taxes.

Edit or delete

• Edit: open the category to update its information.
• Delete: a category still in use (items, item families or VAT rules attached) cannot be deleted normally. The app then lists the linked records.

Tip

Reassign the items to another category first, then delete the now-empty category. This avoids leaving items unclassified.

Best practices

• Keep a reasonable number of categories, clear for the whole team.
• Use consistent names: they structure your reports (sales by category, category distribution…).