Product Categories

Every product needs to belong to a category. On top of helping keep your products and services organized, categories provide each product with an overarching set of rules that help ensure your charges and production tracking are accurate.

To get to ‘Product Categories,’ click ‘Admin’ and then ‘Products.’ From there, click on the ‘Product Category’ tab.

From the main Product Categories tab, you’re able to do a few things with product categories:

To search for a product category, type its name into the search bar at the top left of the screen. The list below will automatically filter to results that have the text you’ve typed in.

Select the arrows sort icon to sort product categories by:

Select a row to view/edit the product category.

Viewing a product category provides a quick, high-level overview of some of the basic contents of the product category. Make changes as needed and click 'Save' when you're done.

To add a new product category, click the ‘Add New’ button on the top right of the screen.

When you add a new category, the first thing you’ll need to give the category a name. You can also give the category a parent category. For example, if you’re making a ‘MRI’ product category, your parent category could be ‘Imaging.’ You have the option to create a new Parent Category within the New Product Category page under the Parent Category dropdown (first option).

You’ll also need to decide whether or not the category is discountable; if so, toggle on the Client Discount Eligible option.