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Wiki source code of Create Categories

Last modified by David Stadnyk on 2026/04/21 15:57
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Create Categories =
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5 Categories are used to organise inventory items and are displayed in the online store and in reports.
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7 ----
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9 == Navigating to Categories ==
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11 1. Click **Setup** in the left-hand navigation sidebar.
12 1. Hover over **Inventory** to expand its submenu.
13 1. Click **Categories**.
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15 This opens the **Categories** list, which displays all existing categories with the following columns:
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17 |=Column|=Description
18 |**ID**|A unique identifier for the category.
19 |**Name**|The name of the category.
20 |**Account Code for Accounting Software Integration**|The associated accounting code, if configured.
21 |**Actions**|Links to **Edit** or **Delete** the category.
22
23 ----
24
25 == Creating a New Category ==
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27 Click **Add New** in the top right of the Categories list to open the **Add Category** screen. Fill in the following fields:
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29 |=Field|=Description
30 |**Name** //(required)//|The name of the category. Appears in the online store and in reports.
31 |**Description** //(required)//|A description of the category. Appears in the online store.
32 |**Account Code for Accounting Software Integration**|The account code associated with this category from Simply Accounting or QuickBooks, if applicable.
33 |**Image**|An optional image for the category. Appears in the online store. Click **Choose File** to upload one.
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35 Click **OK** to save the category, or **Back** to return to the Categories list without saving.
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37 {{include reference="KBSupportCTA.WebHome"/}}