Product Categories

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.

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Create & Edit Product Categories

You can now assign the category to your product records.

Assign a Category to a Product

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.