How to Create Stock Categories

Organize your stock items for better tracking, reporting, and control. Stock Categories help you group your stock items into logical sections such as "Meat," "Beverages," "Packaging," or "Merchandise." This structure makes it easier to search, filter, report, and manage your inventory.

This guide shows you how to create new Stock Categories in your system.

Steps to Create a Stock Category

1. Go to: Stock > Stock Categories

   Click: + New Category

   
   

2. Enter Category Details:

   • Name:

     Enter the name of the category (e.g., "Dairy Products", "Cleaning Supplies").

   • Code:

     Enter a short code for the category (e.g., "DAIRY", "CLEAN", "4000").

     
     

3. Save the category.

Example Stock Categories