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How do I organise items with categories and brands?

Three hundred items with no structure is a nightmare to search and a nightmare to report on. Categories answer "what kind of item is this?", brands answer "who made it?" — and both become ready-made filters on almost every screen.

Categories

  1. Open Inventory → Item Categories and press Create Categoryimage 1.
  2. Enter the Arabic name and the English name.
  3. Pick a parent category if this is a sub-category, or leave it empty for a top-level one.
  4. Add a description, an image and a sort order if you want, then Save.

The Linked Products column tells you how many items use the category — the quickest way to spot one that has outlived its purpose.

Brands

Almost the same screen, under Inventory → Brands: an Arabic and English name, an image and a status — image 2. There is no hierarchy here; a brand is a single level.

Import and export

  • Export (CSV) downloads the current list.
  • Import uploads a whole file at once. Category columns: name_ar, name_en, parent_name, description, sort_order, is_active.
  • parent_name must match a category that already exists, otherwise it is ignored and the category becomes top-level.

Notes

  • Category and brand are optional on an item, but leaving them empty makes filters and reports much less useful.
  • Do not over-nest: two levels is usually enough. "Vehicle Parts → Filters" is clearer than five levels nobody remembers.
  • The balance report can be filtered by category, so shape your categories the way you want to read your numbers.
  • Deactivating a category hides it from pickers without touching the items already linked to it.
  • The online store has its own categories and brands, separate from these — do not mix the two up.

Screenshots

How do I organise items with categories and brands?
Figure 1
How do I organise items with categories and brands?
Figure 2

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