Editing and archiving Inventory Categories

Edit and archive inventory categories to keep your product organization up to date and streamlined.

Learn how to edit an existing product/item category, including changing the category name, deleting an image, cropping an image, editing the description, and changing the display weight and status. 

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

To edit an existing product/item category, click on its name in the Categories list and update the details as necessary. When ready, click the Update button to confirm your changes.

Would you like to change the name of your category? Simply edit the existing value in the Category Name field.

To remove the image from the category:

1. Select the Delete image checkbox.
2. Click the Update option to make the change. 
3. Edit the category again, and notice the image has been removed, and the +Add Photo option is visible.

Do you need to crop your image? 

1. Click the Crop Photo button.
2. Using your mouse cursor, click and drag out an area on your photo that you would like to use for the final image.
3. Once you have dragged out a box, you can click and hold it with your mouse cursor to reposition the area further, if necessary.

Any changes you make are reflected in the thumbnail preview directly below the main image you are working on. 

Do you need to change the description of a category? You can edit the existing value in the Category Description field.

Do you need to change a category's weight? You can edit the existing value in the Weight field.

Category weight determines the order in which the categories are displayed in your booking portal.

A higher number places the category closer to the front of the list. Each category must have its own unique weight.

In a scenario where multiple categories share the same weight, they are sorted alphabetically while maintaining their positions relative to the other categories' weights.

Click the Status dropdown menu to select a new category status. The following statuses are listed:

The category is visible to your Customers for booking.

The category is visible to your Staff in the back-end for booking, but is not available to your Customers on the system front-end.

The category is not available for booking by either Staff or Customers.

• If you wish to use the category again, then you need to change the status to Active or Hidden.
• Conversely, if at a later date you decide to un-archive the category, then you can do so in the same way. Just change the status to Active after selecting the category from the main category screen.  

Archiving a category Archiving a category does not permanently delete it from the system. Permanent deletion of individual categories is not currently supported in this area. If you no longer wish to use a category, you should simply archive it and leave it at that. If you would like to reset your system before going live, you can do a system purge, which permanently deletes all categories and whatever else you deem necessary.

Next Steps

In the following article, we look at translating inventory categories.

< Creating a new inventory category     |      Translating inventory categories >