Organise items with categories

Categories do two jobs: they keep the till usable when your library grows past a screenful, and they let your reports answer "which part of my shop makes money?"

Create a category

1. 1
   Open Categories in the owner dashboard.
2. 2
   Choose Add category.
3. 3
   Name it the way you think about your shop — Drinks, Groceries, Airtime, Household.
4. 4
   Add a description if it helps whoever works with you.
5. 5
   Save.

Assign items

Open an item and pick its category, or set the category while you are creating the item. An item belongs to one category at a time.

How many categories?

Enough to find things, few enough to scan at a glance. Six to twelve works for most shops. If a category holds one item, fold it into a bigger one; if it holds a hundred, split it.

What categories give you

• On the till — a filter row above the item grid.
• In reports — sales by category, so you can see that drinks carry the shop or that household goods are dead weight.
• In inventory — a way to review and reorder a whole section at once.

Renaming and deleting

Renaming is safe: items follow the category. Deleting a category does not delete its items — they simply become uncategorised, and you can reassign them.

Next steps

• Add an item
• Read your sales reports