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How to manage item category?

You can manage your item categories by editing existing categories to update their details or deleting categories that are no longer in use. This helps keep your item organization clean, accurate, and up to date.

To edit an existing category:

  • Go to Items in the left sidebar.
  • Create a new item or edit an existing one.
  • On the item creation/edit page, choose the Categories field.
  • Select Manage Categories option from the dropdown.
  • This will trigger a pop-up for managing categories.
  • In the list of categories, hover over the category that you want to edit.
  • Click Edit, which will open the category details.
  • Make the necessary changes and click Save.

To delete a category:

Prerequisite:

  • You have to delete the subcategories first to delete the parent category.
  • A category that is associated with an item cannot be deleted. To delete the category, first remove it from the item and then proceed with the deletion.

  • Go to Items in the left sidebar.
  • Create a new item or edit an existing one.
  • On the item creation/edit page, choose the Categories field.
  • Select Manage Categories option in the dropdown.
  • This will trigger a pop up for managing categories.
  • In the list of categories, hover over the category that you want to delete.
  • Click the Delete option.
  • This will be followed by a success message and the category will be deleted.