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PRODUCT CATEGORY (CATEGORIZING PRODUCTS)

Product Categories

Product Categories help you organize your inventory, making it easier to manage products, filter reports, and improve product navigation throughout IsleBooks POS.

Categories can also be used by the Website module to display products in a structured catalog.

Creating a Category

  1. Go to Inventory → Categories.

  2. Click Add Category.

  3. Complete the category details.

  4. Click Save.

Category Fields

Name

Enter a unique and descriptive name for the category.

Examples:

  • Beverages

  • Electronics

  • Clothing

  • Office Supplies

Parent Category (Optional)

Select a parent category to create a sub-category.

If left as None (Top-level), a new top-level category will be created.

Example:

Beverages ├── Soft Drinks ├── Juice ├── Tea └── Coffee

Short Code (Optional)

Enter a short code to help identify the category.

Example:

  • BEV

  • ELEC

  • FOOD

Description (Optional)

Provide additional information about the category for internal reference.

Website Icon (Optional)

If you use the Website module, you can assign an icon to represent the category on your online store.

You can:

  • Choose from the built-in icon library.

  • Upload your own custom icon.

If no icon is selected, IsleBooks POS will automatically display a default category icon.


Using Categories

When creating or editing a product, simply select the appropriate category.

Categories can be used to:

  • Organize products

  • Filter product lists

  • Generate category-based reports

  • Improve website navigation

  • Simplify inventory management


AI Category Suggestions

When adding a product, IsleBooks POS can automatically suggest the most appropriate category based on the product name and other available information.

You can accept the suggested category or choose a different one before saving the product.


Editing and Managing Categories

Existing categories can be:

  • Edited

  • Renamed

  • Moved under another parent category

  • Assigned or changed website icons

  • Deleted (if not currently in use)

Changes are automatically reflected across all products assigned to the category.

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