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Product Categories

If you’re looking for Product Groups, see this guide.

You can create and manage Product Categories from Admin > Settings > Inventory > Product Categories.

Note that if you have categories in MYOB, these will be brought into CRM when you connect the systems. Moving forward you should manage your categories in CRM.

Where are Product Categories used?

Categories allow you to quickly segment and sort your inventory.

Reporting & Dashboards

Categories will also feed through to a number of Reports and Dashboards, as per the following examples.

Invoices by Product Category on a Dashboard


Sales Order Report by Product Category



The information will also be visible on Products, which you can use to segment and sort your inventory.

Category on a Product

Category column in Product grid view


How do I create or edit Categories?

Go to Admin > Settings > Inventory > Product Categories:

  • Click on the New Product Category button to create a new one.
  • Click on an existing category on the list to open it in edit mode.

This brings up a form to create or edit an existing option. Note that you can establish parent-child relationships between categories using the Parent Category field.


Can I bulk update Categories for my Products?

In the Products grid, select the records you’d like to update, click on the Update button and select the Main Category field and then the new category that you’d like to apply to the selected records.

If you’d like to update large batches of records, exporting and reimporting your data is a good option.

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