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In this episode we organise the catalogue with categories and brands, and record the

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suppliers you buy from.

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Categories group your products, like departments in a shop. Open Categories from the

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Catalog menu.

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The categories form a tree. Each one shows how many products it holds, and how many

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custom fields it asks for. Click the arrow beside a category to open it and see the

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ones inside.

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Click a category to see its custom fields on the right. These are extra details you

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want to record for products in that category, like frame size for a bike.

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Now let's add one of our own. Click New category.

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Call it Drinkware. A category can sit at the top level, or inside another category

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by choosing a parent. We keep it at the top. Press Create.

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The category count has gone up by one. Use the filter box to find Drinkware.

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Brands are the makers of the products you sell. Open Brands.

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It is a simple list with a name and a description. Click New brand.

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We will add a brand called Alpine Gear, with a short description. Press Save.

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Alpine Gear is in the list. When you add or edit a product, you pick its brand from

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this list, and you can filter the product list by brand.

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Suppliers are the businesses you buy from. Open Suppliers.

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Each has a contact, an email, an account number and a lead time, which is how many

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days they usually take to deliver. Click New supplier.

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We type the supplier name and a contact. The email is the one that purchase orders

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are sent to.

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Our account number is the number they know us by. Lead time is seven days. The

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system uses it when it suggests when to reorder.

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The address and notes are optional. Press Save.

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The supplier is added. When a supplier stops trading, use Deactivate rather than

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deleting, and tick Include inactive to see them again.

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These lists pay off on the product list. Go back to Products and open the brand

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filter.

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Choose a brand, and the list shows only its products. Category and supplier filters

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work the same way.

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Categories, brands and suppliers are the backbone of a tidy catalogue. In the next

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episode, we bring in many products at once from a spreadsheet.