Manage Categories

Organize your products into logical groups (“Item Groups”) in the CGIC App to streamline inventory, reporting, and user navigation.

To access the Item Group list, go to:

Home ▶️Stock ▶️ Item Group.

1. Creating a New Category

1. Click**“Add Item Group** in the top-right corner.
2. Enter Details
   • Group Name: e.g. “Raw Material”
   • Parent Group: choose an existing group or leave blank for a top-level category
   • Is Group: ✔️ if this category will contain sub-groups; ❌ if this is a leaf category for items
3. Save
   • Click Save to add your new category.

2. Deleting a Category

Deleting a category will orphan or reassign its sub-groups and items. Proceed with caution.

1. Select the Category
   • In Item Group List, tick the checkbox next to the group.
2. Actions ▶️ Delete
   • Click Actions ▶️ Delete in the toolbar.
3. Confirm
   • Click Yes in the confirmation dialog.

Best Practices

• Hierarchical Structure: Use parent/child groups to reflect your business (e.g., “Beverages ▶️ Bottled Water”).
• Consistent Naming: Keep group names clear and concise for easy filtering.
• Archive vs. Delete: Disable groups (uncheck Is Group) before deleting to preserve historical data.
• Review Regularly: Periodically audit categories to remove or merge redundant groups.

With well-managed categories, you’ll improve product discoverability, inventory reporting, and overall system organization in your CGIC App.