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:
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.
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
Filtering by Category
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:
You'll find the filters button just above the reports breakdown:
The "Categories" Tab
To access Shopventory Category Management, click on the Categories tab in the Inventory section in Shopventory:
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.
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.
Note: ONLY WooCommerce and BigCommerce users will actually see Subcategories used on the provider end. All other merchant account providers will just see the lowest Subcategory (that is, the child) pushed to the point of sale/web store.
Parent categories allow for more advanced e-commerce navigation and more flexible reporting. Simply select a Parent Category at the bottom of the Category editing page to establish the relationship.
Category chains are not limited, so you can establish as many layers as you need!
When filtering reports by category, the results will only include items assigned directly to that category, whether it's a parent or child.
For example, an item assigned to "Pants" as the child of (Men's > Apparel) will not appear on a report filtered for Apparel only. To see a report which includes multiple subcategories, select each one individually in your filter.
Let us know if you have any questions! We are here to help!
Keywords: Category, Categories, Subcategory, Sub-category, Child, Nested, Nesting, Categorization