Organise Your Inventory withClear Product Categories
Create a hierarchical product category structure to keep your inventory organised, speed up point-of-sale selection, and unlock category-level sales reporting.
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Organise Your Inventory with Clear Product Categories
Create a hierarchical product category structure to keep your inventory organised, speed up point-of-sale selection, and unlock category-level sales reporting.
Product categories group a clinic's retail lines by type — skincare, supplements, aftercare — so items are quick to find at the desk and easy to report on. ClinicSoftware.com lets you organise products into categories, keeping a large range manageable and sales analysis clear.
What are product categories?
Product categories are groupings that organise your retail range by type. They make products quick to find and to analyse. ClinicSoftware.com lets you create and assign them.
Why categorise products?
Categories speed up selling at the desk and let you report on sales by type, so you can see which ranges perform and manage buying by category.
Can you report by category?
Yes. With products grouped, ClinicSoftware.com can show sales and margin by category, revealing which parts of your range make the most.
Frequently Asked Questions
What are product categories?
Groupings that organise your retail range by type. ClinicSoftware.com lets you create and assign them.
Why categorise products?
Categories speed up selling and let you report on sales by type.
Can I report by category?
Yes. ClinicSoftware.com shows sales and margin by category.
Do categories help with buying?
Yes. You can manage and review buying by category.
How It Works in ClinicSoftware
01
Create categories for your ranges
02
Assign each product to a category
03
Find products faster at the desk
04
Report on sales by category
Product Categories allow you to group all your retail and consumable products into logical families — Skincare, Injectables, Body Treatments, Supplements, Sundries, and so on. Categories support unlimited nesting for parent and sub-category hierarchies, can be assigned a colour for instant visual identification in the POS, and are available as filters in every product-related report and in your online shop. A clear, consistent category structure reduces checkout time, simplifies stock management, and produces much more useful analytics.
How It Works
01
Navigate to Products then Categories and click Add New Category.
02
Enter the category name, select an optional parent category for hierarchy, and choose a POS colour code.
03
Configure visibility: set whether the category appears in the POS, the online shop, stock reports, or all three.
04
Assign existing products to the new category from the individual product edit screens.
05
Use category filters in the Products Report to analyse revenue and stock performance per group.
Key Features
categoryUnlimited category hierarchy
categoryColour-coded POS display
categoryOnline shop category pages
categoryCategory-level revenue reports
categoryStock management grouping
categoryMulti-level parent nesting
categoryBulk product reassignment
categoryConsistent naming standards
Pro Tips
lightbulbLimit top-level categories to ten or fewer — too many options at the POS slow down checkout speed significantly.
lightbulbKeep Consumables and Retail as separate top-level categories so your stock reports remain clean and readable.
lightbulbPick colour codes that are intuitively meaningful — green for skincare, purple for body treatments, gold for retail.
lightbulbRevisit your category structure every time you introduce a new product range to keep the structure logical.
Feature Illustration
imageProduct Categories
Feature illustration
Try It Free
Get full access to Product Categories and every other feature in ClinicSoftware.com — no credit card required.
