Categories & Organizing Your Inventory
4 min read
Published April 12, 2026
Updated September 11, 2026
Creating Categories in Settings
The primary place to manage your inventory categories is the Settings > Inventory page. Here you can create, rename, and delete categories and their sub-categories.
- Navigate to Settings > Inventory from the sidebar.
- In the Inventory Categories section, click Add Category.
- Enter the category name and save.
- The new category appears as a collapsible card that you can expand to manage sub-categories.
Creating Sub-Categories
Sub-categories live under a parent category and provide a second level of organization. For example, a 'Screens' parent category might have sub-categories like 'iPhone Screens' and 'Samsung Screens'.
- In Settings > Inventory, find the parent category and expand it.
- Click the option to add a sub-category.
- Enter the sub-category name and save.
- The sub-category now appears nested under its parent in all category dropdowns and filters.
Quick-Creating Categories from the Item Form
When you are adding or editing an item and realize a category is missing, you can create one without leaving the form.
- On the add or edit item form, find the '+ New category name' field below the Category dropdown.
- Type the name of the new category.
- In the parent selector, choose 'Top-level (no parent)' for a new parent category, or select an existing category to create a sub-category.
- Press Enter or click the plus button.
- The new category is created instantly and automatically selected for the current item.
Tip
Renaming, Merging, Archiving & Deleting Categories
All four live in one menu at the end of each row on Settings > Inventory. The row shows what uses that category, which is what decides whether Delete is offered.
- Go to Settings > Inventory.
- Hover the category or sub-category and open its menu.
- Rename corrects the name everywhere it appears.
- Merge into moves every item, repair and service onto another category, then removes this one.
- Archive keeps it out of the dropdowns for new items while the items already in it stay put.
Warning
Filtering Inventory by Category
Categories become powerful when combined with inventory filters. Use them to quickly find groups of items.
- On the inventory list page, use the Category dropdown filter to select a parent category.
- If the selected category has children, a Sub Category dropdown appears, select one to narrow further.
- The inventory list updates in real time to show only matching items.
- Combine category filters with the search bar, Supplier filter, or Usage Type tabs for even more precise results.
Managing Brands
Brands are managed separately from categories in Settings > Inventory. They represent the manufacturer or brand name of your products.
- Go to Settings > Inventory and scroll to the Brands section.
- Click Add Brand to create a new brand.
- Enter the brand name and save.
- Edit or delete brands using the icons next to each entry. The usage count shows how many items use each brand.
Frequently asked questions
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