Skip to main content
Inventory Item Categories group your ingredients (e.g., Dairy, Meat, Vegetables, Dry Goods). Use them to organize items and filter in reports.

​
Overview

  • Create categories for inventory items
  • Organize ingredients for easier management
  • Filter items in stocks, movements, and reports

​
Prerequisites

  • The Inventory module must be enabled.
  • You need permission to manage Inventory Items.

​
Step-by-Step Actions

​
1. Open Inventory Item Categories

Inventory categories
  1. In the left sidebar, expand Inventory.
  2. Click Inventory Item Categories.
  3. The categories page opens.

​
2. Add a new category

  1. Click Add Item Category or Add.
  2. Enter the Category name (e.g., Dairy, Vegetables, Dry Goods).
  3. Click Save or Add.

​
3. Edit a category

  1. Find the category in the list.
  2. Click Edit.
  3. Change the name.
  4. Click Save.

​
4. Delete a category

  1. Find the category.
  2. Click Delete.
  3. Confirm.
  4. Note: You may need to move or remove items from this category first.

​
Common Mistakes and How to Avoid Them

MistakeHow to avoid
Too many categoriesUse 5–10 clear groups (e.g., Dairy, Meat, Vegetables, Dry Goods) to keep reports readable.
Deleting category with itemsReassign items to another category or remove the link before deleting.
Unclear namesUse names that are easy to understand for ordering and reports.

​
End Result

  • You have categories that match your ingredient groups.
  • You can assign categories when adding inventory items.