Product Categories

The “Create and manage product categories” permission is required to maintain catalog categories. Decide the parent/child grouping before assigning products.

1. 1
   Open Categories and create a category.
2. 2
   Enter its name and, if needed, select its parent.
3. 3
   Save it, then assign products through their Category field.
4. 4
   Open an imported or newly created product and confirm it appears in the intended category.
5. 5
   Review similar category names before adding another one.

A category choice affects searching and grouped reporting; it does not change physical stock.

Categories organize products and can be used to filter reports that offer a Category filter. Creating a category does not create a tax rule or a separate Sales by Category report.

WARNING: Changing a category can change future filtering and navigation; check products that rely on it.

Check the category name and parent choice; a category cannot be its own parent.