Using Category filters and managing Categories themselves
Chris avatar
Written by Chris
Updated over a week ago

Thrive allows you to easily filter your inventory and reports by Category. Paired with Products and Variants, Categories help offer three layers of differentiation amongst your catalog.

For example, a retail store might have a setup like this:

Category: Snacks

Product: Kettle-Cooked Potato Chips

  • Variant: Classic

  • Variant: BBQ — etc...

For Shopify users: 

Thrive Categories map to the "Tags" field in Shopify.

You can create "automatic collections" in Shopify which populate themselves based on product tags and conditions set directly in their platform. If you set up automatic collections in Shopify, then you can affect Collections indirectly from Thrive Inventory. Click here to learn more about that process.

Collections in Shopify are not directly editable in Thrive. Changes in the conditions of a collection, need to be edited in Shopify.

Filtering by Category

On the Inventory page:

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:

On Reports:

You'll find the filters button just above the breakdown of the report:

The Categories Page

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

Please note: Category names must be at least 3 characters long for full functionality across Thrive.

Assigning products

There are three different ways to assign a category to a product in Thrive Inventory. Here's a quick video 🎥 of all three options, as well as written instructions below:

1) From the main Inventory page, you should be able to click on your product. Once you're on the Edit Product page, simply click on the Categories section and add your category.

2) From the Categories tab, Thrive Inventory 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

3) You can also assign categories using an Edit Products Bulk Upload Spreadsheet. To start, generate a spreadsheet, and then the Category column will be available for you to edit.

  • NOTE: Categories are case-sensitive and should be separated by a comma. If you have any questions about this, please try testing it out on a few products before diving all in to ensure it's performing as you would expect.

If you are having issues submitting your Bulk Upload, please take a look at this article for troubleshooting tips.

Additionally, whichever category appears first in the Edit Item panel will be the primary Category in the point of sale. Square only supports one category per product. This means that the first category listed in Thrive Inventory will be the category assigned in Square. To see exactly what is synced out to sales channels, click here!

Creating a Category

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

NOTE: Images added directly to a Category will not be synced out to your sales channels. To see exactly what is synced out to sales channels, click here!

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 not appear on Inventory Reports for historical record keeping.


We also offer the option to further segment categories into subcategories. For more information, please read this article:

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