Create Categories
Last modified by David Stadnyk on 2026/04/21 15:57
Last updated on April 21, 2026
Create Categories
Categories are used to organise inventory items and are displayed in the online store and in reports.
Navigating to Categories
- Click Setup in the left-hand navigation sidebar.
- Hover over Inventory to expand its submenu.
- Click Categories.
This opens the Categories list, which displays all existing categories with the following columns:
| Column | Description |
|---|---|
| ID | A unique identifier for the category. |
| Name | The name of the category. |
| Account Code for Accounting Software Integration | The associated accounting code, if configured. |
| Actions | Links to Edit or Delete the category. |
Creating a New Category
Click Add New in the top right of the Categories list to open the Add Category screen. Fill in the following fields:
| Field | Description |
|---|---|
| Name (required) | The name of the category. Appears in the online store and in reports. |
| Description (required) | A description of the category. Appears in the online store. |
| Account Code for Accounting Software Integration | The account code associated with this category from Simply Accounting or QuickBooks, if applicable. |
| Image | An optional image for the category. Appears in the online store. Click Choose File to upload one. |
Click OK to save the category, or Back to return to the Categories list without saving.
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