Set Up Units and Product Categories
Before creating products, set up the two things every product will be built on: what units it's measured in, and what category it belongs to.
1. Define your units of measure
- Go to Master Data → Units of measure.
- Add each unit your business uses — each, kg, case, box, litre, and so on.
- Products will later reference a base unit, plus optional separate purchase and sale units (for example, buy by the case, sell by the each).
2. Create product categories
- Go to Master Data → Product group.
- Add categories that match how you want to report and filter — for example Beverages, Dry Goods, or Electronics.
- If you're importing a catalog with existing category labels, use Manage category rules to map those labels to your product groups and apply them in bulk, instead of setting each product by hand.
:::tip Do this before adding products Products need a unit and, usually, a category. Setting these up first saves you from going back and editing every product afterward. :::