1
2
3
4
5
6
7
8
9
10
11
12
13
A
Step 4 of 13 • Essential

Add Product Categories

Categories help organize your products into logical groups, making them easy to find in the POS screen, reports, and inventory management.

📌 Where to Find

Navigate to /app/product-categories in your browser.

📚 What Are Product Categories?

Categories are groups that organize your products. Every product must belong to a category. Categories also appear as filter tabs on the POS screen, allowing cashiers to quickly find products.

Examples: Electronics, Clothing, Food & Beverages, Home & Kitchen, Stationery

📝 Form Fields

Click the "Add" button. A popup form will appear:

Field Type Required Description
Name Text Required The category name (e.g., "Electronics", "Clothing"). Max 50 characters.
Image Image Upload Optional Upload a category image/icon. Accepts JPEG, PNG, or SVG format. Displayed on the POS screen.

🎯 Step-by-Step Instructions

  1. Go to Products → Product Categories from the sidebar menu.
  2. Click the "Add" button.
  3. Enter the category Name (e.g., "Electronics").
  4. Optionally, upload a category image to make it recognizable on the POS screen.
  5. Click "Save".
  6. Repeat for all product categories your store needs.

Tip: POS Screen Categories

Categories appear as tabs on the POS screen. Adding images to categories makes it faster for cashiers to navigate. Keep category names short for better display on the POS screen.

Tip: Quick Add from Product Form

Like brands, you can also add categories directly from the product creation form (Step 6) using the "+" button next to the Category dropdown.

Checkpoint

You now have base units, units, brands, and categories ready. You have all the prerequisites to add products! If your products have variations (like sizes or colors), proceed to Step 5. Otherwise, skip to Step 6 to start adding products.

← Step 3: Brands Step 5: Variations (Optional) →