Categories Guide

How to use Categories

Build a clean classification structure so products stay organized and easy to manage at scale.

Open CategoriesBack To Feature Guide Section

Primary Actions

Add Category

Create category groups before product setup and import.

Result: Keeps inventory structured from the beginning.

Edit Category

Update labels when operational naming standards change.

Result: Maintains consistency across inventory and reports.

Delete/Retire Category

Retire only when no active dependency will break workflows.

Result: Prevents accidental disruption of product grouping.

Recommended Workflow

  1. Open Dashboard > Categories.
  2. Create core categories aligned to actual product families.
  3. Review duplicate or overlapping category names.
  4. Assign products to the correct category during product creation.
  5. Audit category usage monthly for clean structure.

Best Practices

  • Use concise names that staff can recognize instantly.
  • Avoid creating near-duplicate categories with different spelling.
  • Keep category hierarchy practical for real checkout behavior.
  • Coordinate category changes before bulk import operations.

Operational Notes

Inventory Navigation

Well-structured categories speed up search and filtering tasks.

Data Governance

Category consistency improves report readability and analysis.

Import Readiness

Prepare categories before importing products to avoid mapping errors.

Scalability

A clean category strategy supports growth without clutter.