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How to create categories
How to create categories

Create categories to organize products and materials, improving inventory management and data accessibility.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Create categories for products and materials, facilitating better organization and streamlined inventory management. Categories help group similar items, making it easier to navigate inventory and access relevant data. Through categories, you can maintain a structured and organized inventory system, ensuring smooth operations and workflow management.

To create a category

If you're missing a category, you can easily create one on a product or material card.

  1. Open a product or material and find the Category field.

  2. Enter a new category name and it will be saved automatically.

Alternatively, you can also create new categories from the Settings screen > Categories section. There you can also edit and delete existing categories.

Categories section inside the settings screen

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