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Managing Product Categories ​

Categories help organize your product catalog into logical groups. Good category management makes it easier for staff to find products at checkout and keep your catalog structured.

Understanding Categories ​

Categories in DaySpark work like sections in a product menu:

  • Group similar products together
  • Filter the product list on the Products page
  • Organize the product dropdown at checkout by category

Creating a New Category ​

Step 1: Access the Products Page ​

  • Navigate to Products in the sidebar

Step 2: Add a New Category ​

  • Click Add New in the top right corner
Add New menu on the Products page
  • Select Category from the dropdown menu

Step 3: Fill Out Category Information ​

  • Category name – Enter a clear, descriptive name (required)

Add product category dialog

Step 4: Save the Category ​

  • Click Create to save the new category
  • The category is available when adding or editing products

Managing Existing Categories ​

Click Edit Categories on the Products page to:

  • Rename a category using the pencil icon
  • Delete a category using the trash icon

Product categories on the Products page

When deleting a category that contains products, you can move those products to another category or leave them uncategorized.

Best Practices ​

  • Use descriptive names staff will recognize at checkout
  • Keep categories focused on product type (e.g., "Retail", "Skincare")
  • Avoid creating overlapping categories
  • Review and update categories as your inventory changes

What's Next? ​

After organizing your categories:

Helpful Hint

Create categories before adding products so you can assign each item to the right group from the start.

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