Creating categories

You use categories to organize your items into groups and sub-groups. Using categories gives more specific, in-depth results in your reports. For example, with a year of sales, you'd see how well products categorized as men's shoes are selling.

NOTE: If you have an eCom store, make sure to adjust the visibility of the new category via your eCom back office - to make the category visible (available) in your online catalog. For more information on managing the visibility of products in your eCom store, refer to Managing product categories and to the eCom help article Creating categories.

IMPORTANT: If you import products into Lightspeed Retail from a database that includes category information, the categories are automatically added to your Lightspeed Retail account.

To create product categories

  1. From the main menu, click Inventory > Categories.
  2. To edit or add to a category branch, click it. To add a new category, click + New Category.
  3. Enter/edit the Category Name, and then click Save.
  4. Select the Parent category path.

    NOTE: You can change the category path for a category branch by selecting a different path. When you change its path, the structure of the branch that you’re moving is maintained. For example, if you have the branch Women > Clothing > Dresses, moving the Clothing branch also moves the Dresses subcategory.

  5. If you want to add a subcategory, enter the subcategory Name under Add Subcategory, and then click + Add Subcategory.
  6. Click Save Changes.

To rename, merge or delete categories

  1. From the main menu, click Inventory > Categories.
    • To rename a category, click it in the list. Edit the category name and click Save.
    • To merge two categories, click it in the list. From the left menu, click Merge and select the checkbox for the category you want to merge into the current category, and click the Merge button.
    • To merge two or more categories, click the category that will remain after the merge, click Merge and select the checkbox of the category (categories) that you want to merge into the one you've selected first, and click the Merge button.
    • To merge two or more categories:
      • click the category that remains after the merge
      • click Merge from the left menu
      • select the checkbox of the category (categories) that you want to merge into the one you've selected first
      • click the Merge button
    • To delete a category, click it in the list and delete (located at the top right hand corner).

Category and subcategory limit

You can add up to 2,000 categories and subcategories in Lightspeed Retail. If you've reached your limit, you will be notified the next time you attempt to create a new category or subcategory.

NOTE: To upgrade your category and subcategory limit, contact our Support team to add the necessary module.

 

Have more questions? Submit a request