📦 Updating an Inventory Product’s Category
Assigning the correct inventory category helps streamline reporting and ensures your products are grouped appropriately for compliance and tracking purposes.
To update a product’s inventory category:
Go to the Products Page
Navigate to Products and select the product you'd like to update.
Click “Edit”
In the top right corner of the product detail page, click Edit.
Select or Create a Category
Use the Inventory Categories dropdown to choose an existing category.
If the category you need doesn’t exist, click the ➕ button to create a new one.
Save Your Changes
Click Update to save the category assignment.
💡 If you're in the cannabis industry, we recommend aligning inventory categories with CTS reporting standards when applicable.
⚖️ Managing Equivalent Units
Equivalent units let you track and report inventory in multiple units of measurement (e.g., grams, units, cases).
To manage or set up equivalent units:
Open the Product Detail Page
Go to the product where you want to manage units.
Click “Manage Units”
In the top right, click Manage Units and then click New to create a unit.
Add a New Unit
Enter the unit name (e.g., grams) and abbreviation (e.g., g).
Set Equivalency
Use the swap icon to adjust the conversion equation (e.g., 1 each = 7 grams).
Click Continue to save.
Set the Display Unit
Back on the Manage Units page, select the desired display unit (e.g., grams) and confirm.
🔎 Setting the correct equivalency ensures your inventory reports reflect accurate unit conversions across all areas.
📊 Reporting Notes
Inventory reports (e.g., Monthly Opening Inventory with Detailed Processing) will use your assigned display unit and inventory category.
This helps with filtering, accuracy, and clarity in both internal and regulatory reporting.
✅ Tips
Start with one primary inventory category per product, even though you can assign more.
Review unit equivalencies regularly to ensure accuracy.
Use clear, standardized names for new units and categories to keep your product setup organized.
🎥 Video Walkthrough
Need a visual guide? Check out this short video walkthrough:
👉 https://www.loom.com/share/a00007e08c4a4fbd91c3e8b1323ad3df?sid=7c476119-3e2a-4823-9e58-ae8d7eb193ea
🚀 Need more help? Reach out to our Support Team — we’re happy to walk you through any setup!