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Working with your Inventory Category list

Navigate and manage your Inventory Category list to keep your items/products organized and easy to maintain.

Learn how to work with the Categories list, including sorting it.

New to categories? Read the first article in this series for an introduction to Inventory Categories.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Inventory > Categories
     

What more do I need to use this feature?

  • Admin permissions to manage inventory or restricted permissions to View items, products, and assets, and Manage items, products, and assets.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

 

Working with categories

Categories page showing the full list of categories with ID, name, products, weight, and status columns.

The system provides the following information for each category record.

 

ID

A system-generated numerical ID used to identify your item/product categories in various places throughout Checkfront.

A good example of this is the use of category IDs on the booking page to isolate a category or categories.

 

Name

The name of your category. This value is visible to the Customer, so choose a name that makes sense to them.  

 

Products (Item)

The number of products/items currently grouped inside the category.  

 

Callout icon of a bell, indicating alert.

Reduce loading times

To reduce loading times on the Customer-facing booking page, it is recommended that a maximum of 50 products be assigned to a category.

 

Weight

Determines the order in which the system displays your categories in the booking portal. The higher the weight, the higher the category appears on the list.

  • If multiple categories share the same weight, the system sorts them alphabetically while preserving their relative positions among the other weights.  

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about category weight

For a detailed look at category weight functions, check out the following article:

 

Status

Categories page with the filter by dropdown highlighted to select status options like all, non-archived, active, hidden, or archived.

The Status column provides a quick view of whether the category is Active, Hidden, Archived, or Non-Archived.

  • If you want to view a list of all categories that fall under one of these particular statuses, you can do so by selecting that status from the dropdown filter menu at the top.   

Selecting All lists all the categories you have created and their current status.  

 

Sorting category list columns

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Categories page with the weight column header highlighted for sorting category list by column values.

 

Clicking a category column header organizes the rows for that column into alphabetical or numerical order, as appropriate.

After clicking, a small arrow appears in the header cell, as seen above.

  • If the arrow points up, the data in the row are in ascending order.
  • If the arrow points down, then the data is in descending order.

You can refresh the page to reset the column to its original state.

 

Next Steps

In the following article, we look at creating a new Inventory Category.

 

< Introduction to Inventory Categories     |     Creating a new Inventory Category >

 

 

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