Organize products with categories and units

Categories help customers and staff browse a product catalog. Units of measure describe how a product is sold or counted.

Create a category

1. Open Inventory → Categories and choose the add action.
2. Enter a category name and select a parent if you want the category nested.
3. Save the category.
4. Select it in the product form when you create or edit a product.

Use names that customers can understand. Check the category list after saving to confirm the parent and order.

Choose a unit of measure

Open Inventory → Units of Measure to review the built-in units and any custom units available to your business. Add a custom unit if that action is available to your role, then enter the name and abbreviation requested by the form.

Select the unit on the product form when it applies. Switch to the correct business before making changes; custom units belong to the active business. Existing sales keep the product details recorded when the sale was made.