Use item categories

Organize items into categories so employees can find the right products faster.

Categories help you keep the item catalog clear.

They are especially useful when employees search for items in the mobile app.

1

Open Category Management

Go to Settings → Category Management in the item settings area.

2

Create a category

Click Add.

Enter a unique Category code and a clear Category name.

3

Choose extra settings

Optionally add an image.

Enable Show if the category should appear in the app.

4

Create sub-categories when needed

Use Parent category code if the category belongs under another category.

5

Assign items to the category

Go to Items.

Select one or more items and use Add to category.

Why categories help

• employees filter the catalog faster
• similar items stay grouped together
• the app becomes easier to use on site

Frequently asked questions

Can one item belong to multiple categories?

Yes.

You can assign the same item to more than one category.

Do categories also help in the app?

Yes.

They make the item list easier to filter in the field.

Can I import categories?

Yes.

You can import categories through the import flow.

Related topics

• Items and Materials
• Create an item
• Stock