In Katana, a category is used to organize products and materials, making inventory management more efficient. Categories help group similar items together, facilitating easier navigation and reporting. For example, categories can be used in filtering and sorting different tables and views (e.g. product or material lists, inventory).

Categories can be assigned to products and materials.

If you want to add or remove categories, head to the Settings screen and choose Categories. Click + Add row to add a category or click the trash can icon to delete one.

Think carefully about your categories as you should organize categories in any way that works best for your business.

For example, items in the same category could:

- serve a similar customer need (e.g. chairs, tables)

- be sold in the same geographical area (e.g. US, Australia, India)

- be managed by the same employee (e.g. Mary, John)

- include materials that serve the same purpose (e.g. table legs, chair legs)

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