Working with your Inventory Category list

Learn how to work with the Categories list, including how to sort the list.

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

The following information is provided for each category record.

ID

A system-generated numerical ID used to identify your product/item 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 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.  

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

Weight

Determines the order in which your categories are displayed in the booking portal. The higher the weight, the closer to the top of the list the category appears.

If multiple categories share the same weight, they are sorted alphabetically while maintaining their collective position among the other weights.  

Learn more about how category weight functions here: Creating a new inventory category

Status

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, then 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.  

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

Refresh the page to reset the column back to its original state.

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