Categories, brands and units

Catalog setup has four tabs: Categories, Brands, Units and Taxes. Set these up before adding many products — or let the import create categories and brands for you.

Categories

Categories group products on reports and stock counts. They can go up to 3 levels deep, for example Beverages › Soft drinks › Carbonated.

1. Select New category.
2. Enter the Name.
3. Choose a Parent category, or None (top level).
4. Set the Sort order — lower numbers are listed first.
5. Save.

Select Add subcategory next to a category to add one under it. To deactivate a category, deactivate its subcategories first.

Brands

Brands appear on products and in the Sales by brand report. Select New brand, enter the name, and save.

Units

A product’s unit decides how it is priced and counted. Standard units are provided for every business:

Unit	Code	Measures
Piece	pcs	Count
Pack	pack	Count
Kilogram	kg	Weight
Gram	g	Weight
Litre	l	Volume
Millilitre	ml	Volume
Metre	m	Length

To add your own — for example dozen or bundle:

1. Select New unit.
2. Enter a short, lowercase Code (for example doz) — it cannot be changed later — and a Name.
3. Choose what it Measures: Count, Weight, Volume or Length.
4. Set Decimals — how many decimal places quantities may have, for example 3 for 1.250 kg.
5. Save.

Taxes

See Taxes.