Shopventory allows you to easily filter your inventory and reports by Category. 

Shopventory offers three layers of differentiation: Category, Product, and Variant.
The fields allow you to add plenty of info, so a retail store, for example, might set it up like this:

Category: Snacks

Product: Kettle-Cooked Potato Chips

  • Variant: Classic
  • Variant: BBQ — etc...

Note: Shopventory does not support subcategories, but Items can be assigned to more than one Category. 

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For Shopify users: 

Shopventory Categories map to the "Tags" field in Shopify. Note that you can create "automatic collections" in Shopify which populate themselves based on product tags. If you set that up, then they can control Collections indirectly from Shopventory. Learn more

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Filtering by Category

In inventory:

Simply click on the filters button at the top of the page and select the preferred Category (or Categories) you'd like to see on the page:

In reports:

You'll find the filters button just above the reports breakdown:

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The "Categories" Tab

To access Shopventory Category Management, click on the Categories tab in the Inventory section in Shopventory:

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Assign multiple products to a Category

Shopventory lets you select multiple products and assign them to Categories en masse. Simply click on the "Apply to items" button on the selected Category, then choose which items you'd like to assign.

You can also search and filter products to assign them using keywords. Take a look

NOTE: Whichever Category appears first in the Edit Item panel will be the primary Category in the point of sale.

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Managing Categories Themselves

Creating a Category

To Create a Category, simply click on the Create Category button and enter your new Category. 

Editing or Deleting a Category

To Edit or Delete a Category, simply click on the Category name and enter the updated name or click on the delete button at the bottom of the panel.

Deleting a category will not delete the products associated with it— it will simply remove the category from your products.

NOTE: Deleted Categories will still appear on Inventory Reports for historical recordkeeping.

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Let us know if you have any questions! We are here to help!

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Keywords: Category, Categories, subcategory, categorization

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