Manage Product Categories and Vendors

Assign products to categories and vendors for improved management.

Manage Product Categories

1. Click Lists → Invoices → Invoice Settings.
2. Select the Products tab.
3. Click Manage Product Categories.
4. Click Add New Product Category.
5. Give your category a Name and a Description.
6. Click Save.
7. You can now add your products to categories to keep things organized and make tracking easy. 

Note: To add categories in bulk from a .csv file, read Import Products in Bulk.

Manage Product Vendors

1. Click Lists → Invoices → Invoice Settings.
2. Select the Products tab.
3. Click Manage Vendors.
4. Click Add New Vendor.
5. Give your vendor a Name and a Description. Add a URL to the vendor details so we can link you to them when the stock gets low or close to expiring.
6. Click Save.
7. You can now add your products to vendors to keep things organized and make tracking easy.

Note: To add vendors in bulk from a .csv file, read Import Products in Bulk.