Create a product category

Summary

How to create product categories in Sage Accounting.

Description

Use categories and sub-categories to group similar products together. This helps to find product and service records more easily and helps with analysis and reporting.

TIP:

You can filter the Sales revenue report and Stock movement report by product category and sub-category.

Resolution

Create a product category

  1. Select Products and services.
  2. Select the New Item dropdown, then Manage Categories.
  3. Enter the category name.
  4. To create a sub-category, tick the Make a Sub-Category checkbox and select the parent category it falls under.
    Report on sub-categories individually or rolled up into a parent category.
  5. Select Save.

You can now assign the product categories to your product and service records.

Related Solutions

Solution Properties

Solution ID
222001000101054
Last Modified Date
Tue Aug 18 14:58:09 UTC 2026
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