How do I add a product category?

Aaron Aldrich Updated by Aaron Aldrich

Product categories are used to organize your list of Products. This will allow you to have 'filters' of groups of Products to make them easier to find while creating a Quote.

To add a product category, follow these steps:

Step 1. Navigate to the Products page

  • Click your business name on the upper left. A drop down will appear.
  • Click POS Settings. Another drop down will appear.
  • Click $ Pricing. Another drop down will appear.
  • Click Products. A list of products will appear. (if you have not created any products yet, there will not be a list.)

Step 2. On the top right, click "+ Product Categories".

Step 3. The Product Category list will appear.

If you have not created any product categories, there will not be a list. On the upper right, click New Product Category and the New Product Category form will appear.

Step 4. Fill out the form with Name and Type.

Step 5. Click Save and you are Done! A new Product Category will be created.

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