Skip to content

Categories & Brands

Taxonomy tools to keep your catalog clean and organized. Grouping items by Category (e.g., "Electronics") or Brand (e.g., "Apple") makes finding items in the POS faster and reporting much easier.

Bulk Operations

Under these Master Data screens (as well as Vendors and Customers), you can use the CSV Templates to massively Import or Export data in one click.

How to Use Bulk Import

  1. Navigate to Categories or Brands
  2. Click the Template button to download a formatted CSV
  3. Fill it out in Excel with your data
  4. Click Import to load your data instantly

This is especially useful when migrating from another system or updating large numbers of items.


  • Products — Adding products with categories and brands
  • Vendors — Supplier management