In this article:
How to set categories
How to set tags
How to set favorites

How to set categories

For your convenience each catalog item can be assigned to a category. 

  1. Click Suppliers -> Catalog 
  2. Select the items you would like to assign the same category to. 
  3. Click Set Category and either select an existing category or click on Create new category
  4. Once selected/created the category's name will appear under the Category column. 

You will see the list of items separated by categories in the New Order screen and you will be able to filter by a category by clicking the category name on the right. 

How to set tags

Each catalog item can be assigned to a tag. Tags are used for filtering in reports and inventory and for syncing with accounting systems.  

  1. Click Suppliers -> Catalog 
  2. Select the items you would like to assign the same tag to. 
  3. Click Set Tags and either select an existing tag or click on Create new tag
  4. Once selected/created the tag's name will appear under the Tag column. 
  5. You then can arrange your list ordered by Tags. Just click on the Tags column title for ascending or descending order. 

How to set favorites

Each catalog item can be set as favorite. Favorites are used for filtering in catalogs and in New order.  

  1. Click Suppliers -> Catalog 
  2. Click the star icon to the left of the item you would like to set as a favorite. 

3. To filter the catalog by favorites, click the star icon at the top menu. 


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