Categories in Katana are labels used to group products and materials, enhancing inventory organization and management. By assigning categories, you can streamline navigation, improve reporting, and maintain a structured inventory system.
Creating categories
You can create categories in two ways:
Directly from a product or material card:
Open a product or material card.
Locate the Category field.
Type the desired category name. If the category doesn't exist, it will be created automatically.
From Settings:
Navigate to Settings > Categories.
Click on + Add row.
Enter the new category name.
Note: From Settings > Categories section, you can also edit or delete existing categories.
Best practices
Organize thoughtfully: Establish a clear categorization strategy that aligns with your business needs.
Keep it simple: Use concise and descriptive category names for clarity.
Regular review: Periodically assess and update categories to reflect any changes in your inventory structure.
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