Product grouping
Last updated: 2024-01-25
Adding products to the appropriate category is done as follows:
Start by creating the relevant category by going to Settings> Categories of income/expenses> New.
After clicking New for the category, set the name, optionally add a category description, and confirm its creation by clicking Save.
Then go to the tab Warehouse> Products and add a new product or edit an existing one.
Categories are assigned from the product card by selecting them from the Category field. Confirm the changes by clicking Save.
In that moment, the product will have an assigned category.
You can quickly find products on the list in a specific warehouse that are assigned to a particular category. To do this, simple use the Category filter, which can be found in the side panel of the Products tab.
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