2 d. Categories

To keep your new items organized in your inventory, you'll need to create your categories in Settings Categories before assigning them to new items you add manually or import from vendor catalogs. You'll benefit from doing so when it comes time to run reports and inventory counts.

NOTE: If you have entered you categories in the CSV file you sent to our Retail Import team, your categories will be created automatically.

For more information, please see our Creating categories article.


Now that you have officially completed Lesson 2: Inventory, you have added and organized your items using the suggested workflow that is most efficient for you. You are ready to move on to:



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