Categories and Attributes

Use these to tag Item data, streamline Item search, and for segmentation in reports.

Categories

Categories are used to categorize Items at a high level, i.e. Manufacturer, Laptops, Electronics, Men. Categories are set on the Item Master, Classification tab.

Create a Category

Products/Services>Item Categories>+

Import a Category

Categories that don’t exist in the system can be imported via the Import Items template. Go to Setup>Import Data>Import Items. If you’ve manually set up Items in the system, these will be matched by the import function providing an identical value is present in the respective column.

Attributes

Attributes are value pairs used to represent dimensions and measures at a granular level, i.e. Color = Red, Memory = 8Gb, Height = 6Ft. Attributes are set on the Item Master, Classification tab.

Create an Attribute

Products/Services>Item Attributes>+

Import an Attribute

Attributes that don’t exist in the system can be imported via the Import Items template. Go to Setup>Import Data>Import Items.
If you specify attributes on the import sheet that don’t exist in the system, they’ll automatically be created.

Reporting

Categories and Attributes are used by Reports to segment data. See ‘Reports’.