Setup Product Categories: A Guide for Store Owners - Ficos
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Gettting Started

9
  • Retail Management System: A Shopkeeper’s Guide
  • Creating Your Ficos Account
  • Complete Store Profile
  • Setup Product Categories: A Guide for Store Owners
  • How to Set Up Your Products on Ficos
  • How to Create a New Sales Order in Ficos: A Step-by-Step Guide for Store Owners
  • How to Add an Expense: A Simple Guide for Shopkeepers
  • How to Create a Purchase Order in Ficos: A Shopkeeper’s Guide
  • How to Add a Refund in Ficos: A Step-by-Step Guide for Store Owners

Manage Inventory

13
  • Effortless Stock Management Explained for Retail Owners
  • Setup Product Categories: A Guide for Store Owners
  • How to Set Up Your Products on Ficos
  • Import Products: A Step-by-Step Guide for Shopkeepers
  • Printing Product Labels: A Shopkeeper’s Guide to Efficient Inventory Management
  • Monitoring Stock Changes: A Guide for Retailers
  • Manually Adjust Stock: A Guide for Shopkeepers
  • Adjust Product Price: A Simple Guide for Store Owners
  • Exporting Products or Inventory: A Guide for Shopkeepers
  • Mastering Product Categories: A Guide for Store Owners
  • Editing Product Details: A Step-by-Step Guide for Store Owners
  • Disabling a Product: A Step-by-Step Guide for Shopkeepers
  • Mastering Demand Forecasting with Ficos: A Practical Guide for Shopkeepers

Manage Sales Orders

8
  • Retail Sales Order Processing: A Complete Guide for Store Owners
  • How to Create a New Sales Order in Ficos: A Step-by-Step Guide for Store Owners
  • Adding Payment to Sales Orders: A Simple Guide for Store Owners
  • How Shop Owners Can Easily Cancel Sales Orders Step by Step
  • How to Print Sales Order/Invoice in Ficos for Shop Owners
  • How to Print Payment Receipt: A Guide for Shopkeepers
  • How to Share a Sales Order Invoice: A Guide for Shopkeepers
  • How to Export Sales Orders in Ficos: A Step-by-Step Guide for Store Owners

Printing & Barcode Scanning

6
  • Barcode Scanning in Ficos: Simplify Your Retail Operations
  • How to Set Up a Bluetooth Printer in Ficos: A Complete Guide
  • How to Print Sales Order/Invoice in Ficos for Shop Owners
  • How to Print Payment Receipt: A Guide for Shopkeepers
  • How to Print Expense Orders in Ficos: A Guide for Store Owners
  • How to Print a Refund/Return Order in Ficos: A Guide for Shopkeepers

Expenses

8
  • Expense Management Features: Simplify Financial Tracking with Ficos
  • How to Set Up Expense Categories: A Guide for Store Owners
  • How to Add an Expense: A Simple Guide for Shopkeepers
  • How to Attach Expense Receipts to Expense Orders
  • How to Cancel an Expense in Ficos: Simplify Your Financial Management
  • How to Print Expense Orders in Ficos: A Guide for Store Owners
  • How to Share an Expense in Ficos
  • How to Export Expense Orders: A Guide for Shopkeepers

Refunds

7
  • Introduction to Refunds in Ficos: Streamline Your Retail Processes
  • How to Add a Refund in Ficos: A Step-by-Step Guide for Store Owners
  • How to View a Customer’s Refund History in Ficos
  • How to Cancel a Refund in Ficos: A Step-by-Step Guide
  • How to Print a Refund/Return Order in Ficos: A Guide for Shopkeepers
  • How to Share a Refund Order in Ficos
  • How to Export Refund Orders: A Guide for Store Owners

Customer Management

13
  • Introduction to Customer Management: Elevate Your Retail Game
  • How to Add a Customer: A Simple Guide for Store Owners
  • Customer Loyalty Program: Rewarding Your Most Valued Shoppers
  • Customer analysis tool for small retail businesses
  • How to View a Customer’s Purchase History in Ficos
  • How to Export a Customer’s Sales Orders
  • How to View a Customer’s Refund History in Ficos
  • How to Export a Customer’s Refund History in Ficos
  • How to View and Export Debtors in Ficos
  • How to Bulk Import Customers: Save Time and Stay Organized
  • How to Export All Customers
  • How to Edit a Customer’s Details in Ficos
  • How to Disable a Customer in Ficos: Keep Your Database Clean and Organized

Suppliers

8
  • Best Practices for Supplier Management in Small Retail Stores
  • Step-by-Step Guide for Shopkeepers to Add Suppliers in Ficos
  • How to Edit and Disable Suppliers in Ficos: Simple Steps for Retailers
  • How Store Owners Can Track and Export Suppliers Owed for Timely Payments
  • How to Manage and Track Purchase Orders from a Supplier
  • How to solve record-keeping challenges by Exporting a supplier orders
  • How Store Owners Can Overcome Manual Data Entry with Bulk Supplier Import
  • How Store Owners Can Export Suppliers for Better Audit and Compliance

Purchase Orders

6
  • How to Create a Purchase Order in Ficos: A Shopkeeper’s Guide
  • Add Payment and Attach Supplier Receipt to Purchase Orders
  • How to Check-in Purchase Order Items in Ficos: A Shopkeeper’s Guide
  • How to Manage and Track Purchase Orders from a Supplier
  • How to Cancel a Purchase Order in Ficos: A Shopkeeper’s Guide
  • How to Print, Export, and Share Purchase Orders in Ficos: A Complete Guide

Reports

23
  • Customer Sales Report for retail store owners: Track Sales, Improve Cash Flow, and Manage Debts
  • A Simple Guide to Financial Overview Reports for Shopkeepers
  • Understanding Your Profit and Loss Report: A Simple Guide for Shopkeepers
  • Understanding Your Expense Summary Report
  • Expense Trends Report: Simplifying Financial Planning for Storekeepers
  • Understanding Your Expense Audit Report: A Simple Guide for Shopkeepers
  • Understanding Your Tax Summary Report: A Simple Guide for Shopkeepers
  • Understanding Your Detailed Tax Report: A Simple Guide for Shopkeepers
  • Average Order Value Explained: Insights for Retailers to Increase Revenue
  • Retail Sales by Staff: A Beginner’s Guide to Tracking and Improving Team Performance
  • Understanding the Retail Sales by Product Report: A Comprehensive Guide for Shopkeepers
  • Understanding Sales by Category: Essential Insights for Retail Business Owners
  • Interpreting Stock Alerts: A Step-by-Step Guide for Retail Success
  • Spotting Inventory and Price Anomalies – A Store Owner’s Guide
  • Product Sell-Through Rates Explained: Helping Store Owners Make Better Decisions
  • Prevent Overstocking and Waste: The ABC Analysis Solution
  • How the Percent of Inventory Sold Report Helps Retail Store Owners Track Stock
  • How the Days of Inventory Remaining Report Helps Shopkeepers Balance Stock Levels
  • How the Ficos Inventory Balance Report Empowers Retail Success
  • Track Inventory Worth with the Inventory Value Report: A Shopkeeper’s Guide
  • Customer Aging Report for Store Owners: How to Spot and Solve Overdue Payment Problems
  • Understand New vs. Returning Customers: A Guide for Shopkeepers
  • Supplier Performance Report: Solve Delivery Delays and Payment Issues for Retailers

Store Insights

15
  • Mastering Your Spending: Understanding High Expense Alerts
  • How the Store Insights Welcome Module Helps You Stay Ahead in Retail Management
  • Understanding the Financial Overview Dashboard in Store Insights
  • Unusual Vendor Alerts: Insights for Smarter Supplier Payments
  • Outstanding Debts Alert: Managing Customer Payments with Confidence
  • Why Top Sellers Store Insights Matter: A Comprehensive Guide for Shopkeepers
  • Mastering Sales Trends: Essential Store Insights Every Retailer Needs
  • Why Slow-Moving Products Insights Matter: A Comprehensive Guide for Shopkeepers
  • Understanding Average Order Value Store Insights: A Guide for Shopkeepers
  • Top Customers Store Insights: Understanding and Leveraging Your Best Buyers
  • High-Value Customer Inactivity Insight
  • Inventory Balance Store Insight: Optimize Stock for Maximum Profitability
  • Top Staff Performance Store Insight: A Store Owner’s Guide
  • Unusual Discount Store Insight: Detecting and Managing Discount Anomalies
  • How Peak Periods Store Insight Helps Shopkeepers Optimize Sales and Staffing

Staff Management

5
  • How to Add a Staff Member to Your Store in Ficos
  • How to Edit a Staff Profile in Ficos
  • How to Modify Staff Permissions in Ficos: A Guide for Store Owners
  • How to Disable a Staff Member in Ficos
  • Staff Roles & Permissions Reference: A Practical Guide for Shopkeepers
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Setup Product Categories: A Guide for Store Owners

Setup Product Categories: A Guide for Store Owners

Mastering Product Categories: A Guide for Store Owners #

Hey there, shopkeeper! Setting up product categories in your store is a crucial step toward creating an organized and efficient shopping experience. Don’t worry if you’re unsure where to begin—this guide will walk you through everything, from creating new categories to keeping them updated. By the end, your store will be more organized, and your customers will thank you for the seamless navigation. Let’s get started!

 

Why Are Product Categories Important? #

 

Product categories are like the backbone of your inventory organization. Here’s why they matter:

  • Better Customer Experience: Well-organized categories help customers find what they need quickly.
  • Improved Inventory Management: Categorization streamlines stock tracking and makes it easier to restock.
  • Boost Sales: Customers are more likely to purchase when they can navigate your store effortlessly.

A thoughtful category structure saves time, improves sales, and keeps your inventory organized.

 

Step 1: Access the Product Categories Section #

 

To start organizing your inventory, follow these steps:

  1. Navigate to Inventory:
    • Go to the Business Manager section from your Ficos dashboard.
    • Select Inventory to open your product management screen.
  2. Open the Categories Menu:
    • Tap the menu icon (three vertical dots) in the top-right corner.
    • Select Manage Categories to access the product category list.

 

Step 2: Create a New Product Category #

 

Adding a new category is simple:

  1. Tap the Plus Icon:
    • Click the + Add Category button in the top-right corner of the screen.
  2. Enter Category Details:
    • Name: Provide a clear and descriptive category name, such as “Electronics” or “Footwear.”
    • Description (optional): Add details to help identify the products within this category.
  3. Save the Category:
    • Click Save to finalize and add the category to your list.

 

Step 3: Edit or Delete Categories #

 

To keep your categories relevant:

  1. Edit a Category:
    • Select the category you wish to update from the list.
    • Tap the Edit icon, make changes, and click Save.
  2. Delete a Category:
    • Tap the delete icon next to the category.
    • Confirm the deletion. Be aware that this action will remove the category but won’t delete the associated products.

 

Step 4: Assign Products to Categories #

 

Assigning products to categories ensures proper organization:

  1. While editing a product, select the appropriate category from the dropdown menu.
  2. Save the product to link it with the selected category.

Why it matters: Assigning products makes it easier for customers to browse items by category.

 

Tips for Effective Categorization #

 

Follow these best practices for optimal results:

  • Keep It Simple: Avoid creating too many categories to prevent confusion.
  • Use Descriptive Names: Choose clear and intuitive names for your categories.
  • Review Regularly: Periodically check your categories to ensure they remain relevant.

 

Conclusion #

 

Organizing your inventory into categories is a small step with a big impact. It enhances your customers’ shopping experience and simplifies inventory management. By following these steps, you’ll create a well-organized system that keeps your store running smoothly. If you have questions, the Ficos support team is always here to help. Happy organizing!

Frequently Asked Questions #

Can I merge two product categories if I need to reorganize my inventory? #

Currently, Ficos does not support direct merging of product categories. However, you can manually reassign products from one category to another and then delete the unused category. Learn more about managing categories in the Manage Product Categories Guide.

How many product categories can I create in Ficos? #

Ficos allows you to create an unlimited number of product categories, giving you the flexibility to organize your inventory based on your store’s needs.

Can I import a list of product categories from another system? #

Currently, Ficos does not support importing categories directly. You will need to manually create the categories. For bulk product uploads, refer to the Import Products Guide.

Is there a way to hide a product category temporarily without deleting it? #

Yes, you can deactivate a product category to hide it from your storefront while keeping it in your inventory. This allows you to reactivate it later if needed.

What happens to the products in a category if I delete it? #

Deleting a category will not remove the products associated with it. These products will remain in your inventory but will be uncategorized until assigned to a new category. Learn more in the Editing Product Details Guide.

Can I create subcategories for better organization? #

At the moment, Ficos does not support subcategories. However, you can use descriptive category names to simulate a hierarchy, such as “Electronics – Smartphones” or “Clothing – Women’s Wear.”

How can I track the performance of a specific product category? #

Use the Sales by Category Report to analyze the sales performance of each category. This helps you identify which categories are driving revenue and which need attention.

Are there limits to the number of products that can be assigned to a single category? #

No, there is no limit to the number of products you can assign to a single category in Ficos. This ensures scalability as your inventory grows.

How do product categories impact search functionality in Ficos? #

Product categories improve search efficiency by allowing customers to filter their searches based on categories. This makes it easier for them to find specific items quickly.

Can I use categories to apply bulk actions to products? #

No, Ficos currently does not support applying bulk actions directly to all products in a specific category. However, you can manually select products and perform updates individually. For more guidance, visit the Adjust Product Price Guide.

Understanding your store’s organizational structure is critical for efficiency, but categorizing products and streamlining inventory management adds a whole new dimension to your success. The Product Categories Management feature in Ficos provides a user-friendly way to organize your inventory into logical groups, improving product discovery and sales. Whether you’re setting up categories for the first time or refining your existing structure, Ficos equips you with tools to make smarter, data-driven organizational decisions. Let us guide you toward operational efficiency and a better shopping experience for your customers!


I'm Jordah, and I understand your challenges #

Managing product categories, tracking inventory, ensuring proper stock levels, and maintaining a seamless shopping experience—all while growing your business—can feel like a daunting task.

With over 25 years of experience working alongside shopkeepers, I founded Ficos Ltd to help small and medium-sized businesses thrive. The Product Categories Management tool is just one of many features designed to simplify your inventory management. From creating intuitive product groups to tracking their performance, Ficos is here to support you every step of the way.

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What our clients say #

I have managed to track my expenses better and been able to budget and plan better

Nayebare Jenuario
Nayebare Jenuario #
★★★★★

Business has never been managed better on an app than with Ficos! No hardware costs, no implementation costs, the LOWEST cost of ownership and business intelligence at your finger tips! Thx Ficos team

Fort High
Fort High #
★★★★★

Excellent app Very useful for business

Christian TABARO
Christian TABARO #
★★★★★

How it Works #

Step 1: Download & Install Ficos #

Go to Appstore or Playstore, search for “Ficos Retail” or click here. Create your account

Step 2: Setup your Store #

Complete your store profile, setup your products and start selling.

Step 3: Thrive & Excel #

Enjoy smoother operations, reduced costs, and increased profits for effortless success.

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Updated on January 7, 2025
Complete Store ProfileHow to Set Up Your Products on Ficos
Table of Contents
  • Mastering Product Categories: A Guide for Store Owners
  • Why Are Product Categories Important?
  • Step 1: Access the Product Categories Section
  • Step 2: Create a New Product Category
  • Step 3: Edit or Delete Categories
  • Step 4: Assign Products to Categories
  • Tips for Effective Categorization
  • Conclusion
  • Step 1: Download & Install Ficos
  • Step 2: Setup your Store
  • Step 3: Thrive & Excel

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