Add a category
Create a category with a name, color, unit type, and VAT/cannabis flags.
Open in dashboardCategories
Overview
Categories are the taxonomy for your catalog. Each category has a name, a color, a unit type (default / weight / volume / piece), and optional flags for VAT and cannabis classification. Products must belong to a category.
When to use it
- Introducing a new type of product (e.g., "Edibles", "Merchandise")
- Setting up the catalog during initial store setup
- Adding a category-specific low-stock threshold or service charge
How to use it
Video tutorial coming soon
- Open Categories and click Create Category in the header.
- Fill the form:
- Name (required) โ what the category is called.
- Group (optional) โ assign it to an existing category group.
- Color โ pick from the color palette; shows up on badges.
- Unit โ DEFAULT (each), WEIGHT (grams), VOLUME (ml), or PIECE.
- Qty per unit โ for products sold in bundles (e.g., 6-pack).
- Low-stock threshold โ inherited by products in this category.
- VAT toggle โ whether items in this category are VAT-liable.
- Cannabis toggle โ enables strain profiles and regulatory flows.
- Service charge โ optional percentage added at checkout.
- Products โ optional multi-select to attach existing products in one go.
- Save. The category appears in the table and is available to assign to products.
Tips & gotchas
- Name is required; everything else is optional.
- Toggling Cannabis on a category unlocks strain profiles on its products and routes them through Cannabis Flowers analytics.
- The Weight / Volume unit types unlock qty rounding settings at the org level โ e.g., rounding grams to 0.5.
- Once products are attached, changing the unit type can affect their iPad POS behavior โ double-check before switching.