How to add a product category

This is the first inventory lesson, because everything starts with a category: every product sits under one, and the category suggests its margin and sets the accounts its entries go to. Create your categories first, then your products.

Steps

1
Open categories
From inventory, open “Categories”. Each category shows its parent and its two margins. Then press “Add category”.
2
Name and parent
Type the category name. If it belongs under another category, choose it in the parent field; otherwise keep it a standalone main category.
3
Pricing policy
The default profit margin is suggested automatically when pricing products in this category. The minimum margin is used to warn when pricing.
4
Accounts
Link the category to the revenue, cost, and inventory accounts from your chart. Then press “Save category”.
5
The category in the list
The new category appears with its parent and margins. You can edit or delete it from the action column.

Frequently asked questions

When do I need a sub-category?

When you have a type within a type, like “Italian marble” under “Marble”. The list stays organized.

Are the accounts required?

No, the three fields are optional in the form. You can link them later by editing the category.

Why can’t I delete a category?

A category with products or sub-categories cannot be deleted. Move or delete them first.

How to add a stock product (by quantity)

A product tracked by quantity: name and category, barcode, selling unit, then pricing.

See how

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