Category groups
Bundle related categories together for reporting and organization.
Open in dashboardCategories
Overview
Category groups are a second layer of taxonomy on top of categories. A group like "Cannabis" can contain "Flower", "Edibles", and "Concentrates" โ rolling everything up under one label for reporting. Groups are optional; a category without a group still works fine.
When to use it
- Organizing a large catalog into high-level families
- Rolling up sales analytics by group (Cannabis vs Accessories vs Food)
- Filtering the Sales -> Categories view by group
How to use it
Video tutorial coming soon
- Open Categories. The Category Groups grid sits at the top.
- Click the Create Category Group card.
- Fill the form:
- Name (required) โ the group name.
- Categories โ multi-select of categories to attach to this group.
- Save. The group appears as a new card in the grid.
- To edit a group, click its card's action menu and pick Edit. To delete, pick Delete โ categories get unlinked but stay in the system.
Tips & gotchas
- Some groups are system groups (e.g., "Cannabis Flowers") โ the name is locked and you can't delete them. System groups drive special analytics tabs.
- A category can only belong to one group at a time โ assigning it elsewhere unlinks from the previous group.
- The groups grid uses a Show More / Show Less toggle when you have more groups than fit on one row.
- Deleting a group is non-destructive โ it just clears the groupId on every attached category.