How to Add, Edit, and Delete Product Categories

Product Categories group your items into logical collections (e.g., Beverages, Electronics, Clothing). They are used for filtering reports, browsing products in POS, and applying category-level settings.

Navigating to Categories

1. Click Products in the sidebar.
2. Click Categories.
3. You will see a table listing all existing categories.

Adding a New Category

1. Click the Add Category button (top-right).
2. Category Name: Enter a clear, descriptive name (e.g., "Dairy Products").
3. Category Code: An optional short code for internal reference (e.g., "DAIRY"). Useful for barcode-labelling systems.
4. Parent Category: Leave this blank to create a top-level category. To create a sub-category, select an existing parent (e.g., under "Food & Beverages" → add "Dairy Products" as a child).
5. Click Save.

Adding a Sub-Category

1. Click Add Category.
2. Fill in the Name and optional Code.
3. In the Parent Category dropdown, select the top-level category this belongs to.
4. Click Save. The sub-category will be nested under the parent in reports and product forms.

Editing a Category

1. Find the category in the list.
2. Click the Edit button on its row.
3. Make the changes and click Update.

Deleting a Category

1. Click the Delete button on the category row.
2. Confirm the dialog.