Click on Inventory, Add/View Categories, and then Add Category. These categories will reflect in your Category Report in Business Insights. You can categories by vendor or type of service/retail product.
Enter the category name and toggle Product Category Active on. If you want to apply a tax rate to your product category, toggle on the Custom tax rule (In percentage) and specify the appropriate tax rate for your category.
Once you're happy, hit Save.
Repeat this process until you have added all necessary product categories.
Click on Inventory and Add/View Categories. Click on Edit and then after updating, hit Save.
To deactivate an active product category, after clicking Edit, turn off the Product Category Active toggle at the top.
To activate an inactive product category, toggle off the Show Active Only at the top then a list of the inactivate categories will show up below. Look for the inactive product category, hit Edit, and then toggle on the Product Category Active toggle at the top.
Click on Inventory, Add/View Categories, and then Export.
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