Add, edit, or merge categories

Learn how to add or make changes to a category, and merge categories to organize your category list. 

A category classifies materials, products, orders, or expenses with similar qualities in Craftybase. Categories can be added for products, materials, orders, and expenses.

Add a category

Categories can be added when creating products, materials, orders and expenses. They can also be added directly via the Categories pages. 

To add a category:

  1. Hover your mouse over the slider icon in the main menu and choose Categories in the dropdown menu that appears.
  2. Click Add Category and give it a unique code, name, description, or color.
  3. Click Save.

To add a material, product, order, or expense to a category, click Edit > Additional Details and enter the correct category name in the Category search field.

Edit categories

To make changes to a category:

  1. Hover your mouse over the slider icon in the main menu and choose Categories in the dropdown menu that appears.
  2. Choose the correct type of category (for example: Product Categories).
  3. Click the edit icon beside the category.
  4. Enter the new details (for example: rename the category or enter a new code) of the category. Then save your changes. 

Merge one or more categories

Merging categories is permanent. You won't be able to revert this change.

To remove a category, you can merge it with another category:

  1. Hover your mouse over the slider icon in the main menu and choose Categories in the dropdown menu that appears.
  2. Click the checkbox beside the categories you'd like to merge.
  3. Choose the category to merge into in the drop-down menu. Then click Update.

Delete a category

To delete a category, merge it with another category using the instructions for Merging above. 

Get help

If you're having more trouble adding or merging categories, contact Craftybase Support for help.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us