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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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