Categories

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Categories organize products in Salespoint and in the Products page. Use categories to make products easier for staff to browse and easier for administrators to maintain.

Permission Required

Viewing products requires ZynoSales product view access. Managing the category structure is done from Admin and requires administrator access.

Where Categories Appear

Categories appear in:

• The Salespoint item browser.
• The ZynoSales > Products category filter.
• The product editor Category field.
• Admin category management under Admin > ZynoSales > Categories.

Category Hierarchy

Categories can have parents. This lets you build paths such as:

Parent	Child Examples
Apparel	Shirts, Hats, Jackets
Food	Entrees, Sides, Drinks
Services	Lessons, Repairs, Rentals

In the product editor and product filter, nested categories are shown as paths such as Food > Drinks.

Assign A Product To A Category

1. Open ZynoSales > Products.
2. Select a product or choose New Product.
3. Choose a Category.
4. Save the product.

You can create a new category from the product form when typing a new category name. Use Admin category management when you need to set or change parent categories.

Manage Category Structure

1. Open Admin > ZynoSales > Categories.
2. Select Add Category.
3. Choose a Parent, or leave it as (none) for a top-level category.
4. Enter the category Name.
5. Select Create.

Select an existing category name to edit its parent or name. Use the delete icon only when the category should no longer be used.

Good Practices

• Keep top-level categories short and scannable.
• Avoid one-product categories unless they improve Salespoint speed.
• Use parent categories when staff naturally browse by department or service area.
• Review product assignments after renaming or moving categories.

Related

• Product Catalog
• Creating Products
• ZynoSales Categories
• Using Salespoint