categories
Go to Admin > Lists > Categories
What is a Category?
A category is a group of things that share some commonality. There are various ways to categorize information in your dispensary. You can create categories for Ingredients, Formulas, Products and Add-On Services (Custom Formulas). Categories let users filter items in your dispensary.
Public & Private Categories
A category can be made public, like a category for a group of similar products or a category can be private, which is used for internal categorization.
Parent and Child Categories
Parent and child categorization is a way of organizing information into a hierarchical structure, where categories are nested under one another. Here’s a simple explanation:
Parent Category: This is the broader, more general category. It acts as the “main” or “top-level” group. Think of it like a large folder that holds smaller folders.
Example: “Fruits” could be a parent category.
Child Category: This is a more specific subcategory that falls under the parent category. It belongs to the parent and inherits its broader meaning, but it’s more detailed.
Example: Under “Fruits” (the parent), you might have “Citrus Fruits” as a child category.
So, the parent-child relationship is like a tree, where the parent category represents the trunk or branches, and the child categories are the leaves that stem from them, making the structure more detailed as you go down.
Add a Category
To add a category, click on “Add New Category” button at the top right of the page.
Enter the name of the Category (required)
Choose the Parent Category or if there is no Parent category, then choose “Root Category” (Required)
Choose the Status of the Category, if its a private category choose “Admin Only” (Required)
If you want to enter an image for the category you can upload an image in jpeg or png format only. (optional)
Enter a description for the category (optional)
Delete a Category
You can only delete a category if there is no product, formula, ingredient etc. associated with the category. The delete button will only appear if nothing is linked or using the category.
After you delete a category it is moved to the Trash. It is not fully deleted from your dispensary until you also delete it from the Trash section.