Store staff create categories in Inventory > All items > More (⋮) > Categories. Vendors can add one while adding or editing an item, in the Item Details section, next to Local Category.
Who this is for: Vendor, Store staff
These steps use the New Experience. If your menu looks different, click Switch to New Vendor Experience (vendors) or Switch to New Experience (Beta) (store staff) at the top of the page.
Store staff: the Categories window
- Go to Inventory > All items.
- Click More (⋮) > Categories.
- Click Add category and type the name. Add subcategories under a category the same way.
- To delete one, click Delete. The window tells you how many items and active category sales use it. Those items are left with no category; past sales don't change.
Vendors: from the item form
- On Inventory, click Add Item, or ⋯ > Edit item on an existing item.
- In Item Details, click + New by Local Category and type the new name. Vendors only see + New if the store allows it: an admin ticks Allow vendors to create new local categories on the Security tab of the store settings (Settings > Overview). Store staff always see it.
- For a subcategory, pick the Local Category first, then click + New by Local Subcategory.
- Click Save Item. The category is created when the item is saved.
Good to know
- Categories are shared by every vendor in the store.
- If there's no + New, your store has turned vendor-created categories off. Ask store staff to add it in Categories.
- Categories are handy for sales: put seasonal items in, for example, "Christmas", then use Promotions > Start a sale on that category.
Troubleshooting
- Typing a new name says "not found": use the + New button instead of typing into the dropdown, or ask store staff to add it in Categories.
- The subcategory list is empty: pick a main category first.
- The dropdown shows numbers instead of names: scroll down the list to find the names.
