Assigning items to categories helps keep your register organised, enables category-level filtering when browsing items, and powers the Category Sales report.
Assigning a Category When Creating an Item
The simplest way — set the category during item creation:
Open the item creation form.
Click the Category dropdown.
Select an existing category or type to create a new one.
Save the item — it's now assigned to that category.
Changing an Item's Category
Open the item you want to reassign.
Click the Category field.
Select the new category from the dropdown.
Click Save.
The change takes effect immediately — the item will appear under the new category in the register and in reports.
Bulk Reassignment via Export/Import
If you need to reassign many items at once, the most efficient approach is:
Export your Item Library (Actions → Export Library).
Update the Category column in the spreadsheet for each item.
Re-import the file (Actions → Import Library).
Items Without a Category
Items without a category assigned will appear under an Uncategorised group in the register. Assigning categories to all items is recommended for a clean register experience and accurate category reporting.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
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