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Managing Your Categories

Aaron Levy avatar
Written by Aaron Levy
Updated over a month ago

Categories help you organize your items into groups, making it easier to manage inventory and simplify the checkout process. You can create new categories, update existing ones, or remove categories that are no longer needed.


Add a New Category

Creating child categories helps you organize your inventory more efficiently by grouping related items under a main category. Follow the steps below to add a child category:

  1. From the Dashboard, click Inventory.

  2. Under Inventory, click Category.

  3. Click Add root category to create a new category under the selected category.

  4. Fill out the form with the required details. Enter the following details:

    • Parent Category

    • Category Name

    • Category Description

    • Category Color

    • Category Image

    • Information Popup when adding to sale

    • Employees

    • Shul

    • Wholesale


    Once done, click Save to add the category.


Edit a Category

To update an existing category, follow the steps below:

  1. From the Dashboard, click Inventory.

  2. Under Inventory, click Category.

  3. Locate the category you want to edit.


    Update the details as needed. Once done, click Save to apply the changes.


Delete a Category

Remove categories that are no longer needed by following the steps below:

  1. From the Dashboard, click Inventory.

  2. Under Inventory, click Category.

  3. Locate the category you want to remove.


    Click OK to confirm the action, when prompted.

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