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Group your inventory items for easier searching, reporting, and stocktaking.

Grouping Strategy

  • Create clear ingredient groups (for example Dairy, Meat, Vegetables).
  • Keep stock and reports easier to scan.
  • Use the category while creating inventory items.

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Setup Steps

1

Navigate

Go to Inventory > Item Categories.
Inventory Categories
2

Add New Category

  1. Click Add Item Category (or Add).
  2. Enter the category name.
  3. Click Save.
Add Inventory Item Category
3

Edit or Delete

Use row actions to edit category names or delete categories.If items are linked to a category, move/reassign those items before deletion.
4

Assign During Item Creation

In Inventory Items, select a category for each ingredient.
Use a small set of practical categories so reports remain readable.

Inventory Items

Create items in categories

Reports

Analyze by category