Categories and classes

Categories and classes let you group products in your inventory to make them easier to find, track, and organize. A category is a broad grouping (like "Medications" or "Equipment"), and a class is a finer subdivision within a category (like "Antibiotics" under Medications).

Before you start

• You must have admin or inventory manager permissions to create and edit categories and classes.
• Categories and classes are optional—you can sell products without them, but they improve organization and reporting.
• Once you assign a product to a class, that product reports under that class in inventory and accounting reports.

Steps

1. Go to Products & Services → Products Open in Usystems.
2. Look for a Categories or Classes section (or menu item) in the product settings area.
3. Click Create category (or + New category) to add a top-level grouping.
4. Enter a Category name (in both English and Dari if your business uses both languages).
5. Click Save or Create.
6. To add a class within a category, select the category and click Create class (or + New class).
7. Enter the Class name and optionally a Description.
8. Click Save or Create.
9. When creating or editing a product, assign it to a class; the category is then inherited.

Tips & common mistakes

• Categories are read-only once products are assigned — plan your category structure before mass-assigning products.
• Rename classes sparingly — renaming does not retroactively update historical reports or documents that reference the old name.
• Use consistent naming — avoid "Medication" and "medications" as separate categories; pick a convention and stick to it.
• Classes are optional per product — you can leave a product unclassified if it does not fit your structure.