How do I categorize my products in inFlow Cloud?

Windows

inFlow Cloud for Windows

You can organize your products by choosing the correct category from the dropdown in an item’s Product Record. New categories can be added by selecting the option from the dropdown window. This will take you to the Product Categories window.

To add a category:

  1. Click Main Menu > Inventory > Product Categories.
  2. Click the Add button at the bottom of the page.
 

They can be rearranged by clicking and dragging them to the desired position.

Categories can be removed by highlight them and clicking the remove button at the bottom of the screen.

Finally, you can rename them by right-clicking the category you want to rename and choosing Rename!

Creating sub-categories

You can create sub-categories by dragging categories into others in the Product Category view. Once you’ve added a categories to another you should see a plus sign on the left to indicate that there is a subordinate item there (as pictured above). Subcategories can also be used to show product type (such as clothing vs. electronics etc.).

Deleting categories

If you delete a sub-category while items are still in it, the items will automatically be moved to the main category.

If you delete a main category, inFlow will warn you that the items will be moved to the first category listed.

Web

inFlow Cloud for Web

The feature will be located in Main Menu > Options > Company settings.

You can organize your products by choosing the correct category from the dropdown in an item’s Product Record. New categories can be added from the Manage categories section of the Company settings tab.

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To add a category:

  1. Click Main Menu > Options > Company Settings > Manage Categories.
  2. Click the Add Main Category button at the bottom of the page.

Sub-categories can be added by clicking on the ellipsis where you can choose to add it.

Categories and sub-categories can be moved by clicking on the ellipsis of the category you want to move.

Finally, you can delete a category by clicking on the ellipsis of the category and clicking on that option.

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If you delete a sub-category, any items in that sub-category will be moved to the category automatically. If a category is deleted, the items in the category will all be moved to the first category listed.

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