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 purchases with similar qualities in Craftybase. Categories can be added for products, materials, orders, and purchases.

What We'll Cover


Locating your categories page

To find your Categories page:

  1. Hover your mouse over the slider icon in the main menu and select Settings

  2. Select Categories on the Settings page.


Adding a category

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

To add a category:

  1. Go to your Categories page (Locating your categories page)
  2. Click Add Category
  3. On the Add Category form, give it a unique code, name, description, or color.

  1. Click Save.

To assign a material, product, order, or purchase to a category, on the item page, click Edit, and scroll down to Additional Details, then enter the desired category name in the Category field.

Editing a category

To make changes to a category:

  1. Go to the Categories page.
  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. 

Merging 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. Go to the Categories page.
  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.

Deleting a category

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

Need more help?

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

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