Product Categories

Categories help organize your product catalog into logical groupings.

Category Structure

Categories form a hierarchical tree:

└── Root
    ├── Raw Materials
    │   ├── Metals
    │   ├── Plastics
    │   └── Electronics
    ├── Finished Goods
    │   ├── Widgets
    │   └── Assemblies
    └── Services
        ├── Installation
        └── Maintenance

The Categories page shows the tree on the left and the products in the selected category on the right.

Managing Categories

Creating Categories

1. Go to Products > Categories
2. Click Create Category to add a root category, or open a category's menu in the tree and choose Create Category to add a subcategory
3. Enter category details:
   • Name - Category display name (must be unique)
   • Description - Optional description
4. Save

Editing Categories

1. Open the category's menu in the tree
2. Choose Update Category
3. Modify the name or description and save

Deleting Categories

1. Open the category's menu in the tree
2. Choose Delete Category
3. Confirm

Category Best Practices

Hierarchy Depth

• Recommended: 2-3 levels
• Deeper hierarchies become unwieldy

Naming Conventions

Organization Tips

1. Group by function - What the product does
2. Or by type - Material composition
3. Avoid overlap - Each product fits one category
4. Plan for growth - Leave room for expansion

Using Categories

Each product can be assigned to one category. Use the category tree to browse the catalog and review the products in each category.

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