Organizing products into categories (main and subcategories) helps you track which categories perform best and simplifies operations at the point of sale. For example, a furniture store could create a main category called Rooms and subcategories like Living Rooms, Kids’ Rooms, Dining Rooms. Here's how you can set up categories on Rewaa.
Adding a Main Category
Navigate to Product Details:
Go to Products & Inventory > Products > New Product or open an existing product by clicking its name.
Access Categories:
Scroll to the Classification section.
Add a Main Category:
Click the (+) icon next to the Category field.
Enter the name of the main category in the provided field.
Click Save Category. The main category will appear in the sales screen and in the Sales by Category Report.
The category is added directly to the category list, allowing you to select it within the product details in inventory.
Adding a Subcategory
Add a Main Category:
Follow the steps above to add a main category if it doesn't already exist.Create Subcategory:
Click the (+) icon next to the Category field.
Enter the subcategory name.
Check the box for Add to Main Category.
Select the relevant main category from the dropdown list.
Click Save Category.
The subcategory will now appear nested under the main category.
Adding a Subcategory within a Subcategory
Example: Coffee > Iced Coffee> With Milk.
Create a Subcategory:
Add a subcategory as described above.Nest Subcategories:
Click the (+) icon.
Enter the new subcategory name.
Check Add to Main Category.
Select the existing subcategory under which you want to nest the new one.
Click Save Category.
FAQs
Can I show or hide categories on the sales screen?
Yes. For details about the sales screen, click here.
Can I upload the main categories via Excel?
Yes. Add the category name to the Category column in your Excel sheet. Ensure the name matches the existing category name on the platform to avoid duplicates.
Can I upload subcategories via Excel?
Yes. Ensure the subcategory is already added on the platform. Then, include its name in the Category column, matching it exactly.
Can I delete a category after adding it?
Deletion is currently unavailable. However, you can choose to show or hide categories on the sales screen.
Do I need to add categories every time I add a product?
No. Categories are added once and can be selected from the list when adding products.
How can I distinguish main categories from subcategories?
In the category list, subcategories are marked with a (-) symbol.
Is there a limit to the number of categories I can add?
No, you can add unlimited categories.
Can I edit a category after assigning it to a product?
Yes, you can select a different category from the product details.
Can I add a category to a product after making sales?
Yes. Once assigned, sales data for that product will reflect in the Sales by Category Report.
Is there a report to view sales by category?
Yes. Navigate to Reports > Sales > Sales by Category to view detailed sales data for each category.