Product Categories

Organize your products into categories so they're easy to find and manage. Categories create a hierarchy that groups related items together.

How Categories Work

Categories form a tree-like hierarchy. A product can belong to a category path such as Flooring / Hardwood / Oak, where each level narrows down the classification.

Category Path Example

Categories are shared across your product catalog. When you assign a product to a category, it becomes part of that group and is easier to locate when browsing or searching.

Assigning a Category

You can assign a category to any product from its detail page.

  1. Open the Product

    Go to Products and tap on the product you want to categorize.

  2. Tap the Category Field

    In the product details, tap the Category button. If no category is assigned, it shows "No Categories".

  3. Select a Category

    A category selector opens showing the available categories as a tree. Browse or search to find the right category and select it.

Once assigned, the category path is displayed on the product detail page (e.g., Flooring / Hardwood / Oak).

Categories via CSV Import

When importing products from a CSV file, you can include a Hierarchy column to automatically assign categories during import.

Hierarchy Column Format

Use pipe characters (|) to separate each level of the category path.

  • Flooring|Hardwood|Oak
  • Electrical|Wiring|Copper Wire
  • Paint|Interior|Flat

GetCost automatically creates the category hierarchy from these paths during import. If a category already exists, the product is added to it.

Tip: Using the Hierarchy column is the fastest way to organize a large number of products into categories at once. See Importing Products from CSV for the full import guide.