1. ShipStation Help U.S.
  2. ShipStation Help Guide
  3. Product Records

Product Categories

Avatar

ShipStation Content Team

Updated

How to create, edit, and assign product categories to group like products together.

Product Categories are used to organize your products and improve the quality of your reports. You are not required to use categories for your products, but you may find them useful for reporting purposes.

Once you have assigned categories to your products, you can then use the Categories filter to view and export products by category.

Create & Edit Product Categories

To create or edit your product categories:

  1. Go to the Products tab.

    Closeup of Toolbar. Products tab highlighted.

  2. Click Reporting Categories in the left-hand sidebar.

    V3 Product sidebar with Reporting Categories highlighted.

  3. Click Add Product Category.

    V3 Product menu with arrow pointing to Add Product Category button.

    Alternately, click Edit or Delete to change or remove an existing category.

  4. Enter the name of the category and click the green check mark to save.

    ShipStation will add the new category to the Product Categories list, or update the existing category with your change.

You can now assign the category to your product records.

Assign a Category to a Product

To assign a category to your products, go to the Products tab:

  1. Click Products in the left-hand sidebar.

    V3 Product sidebar with Products option highlighted.

  2. Select which products you want to categorize in the grid.

  3. Click the Categorize action button and choose your desired reporting category.

    Product action menu with Categorize drop-down menu highlighted.

Your selected category will now show under the Category column.

Product grid Category column highlighted.

Alternate Method

Click the Reporting Category drop-down in the Product Details popup.

Product details general tab with Reporting Category drop-down menu highlighted.

Didn't find what you were looking for?