{"id":1328,"date":"2024-11-23T04:58:13","date_gmt":"2024-11-23T04:58:13","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4850479721373-creating-and-configuring-a-new-category-of-products\/"},"modified":"2026-03-20T08:33:44","modified_gmt":"2026-03-20T08:33:44","password":"","slug":"4850479721373-creating-and-configuring-a-new-category-of-products","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4850479721373-creating-and-configuring-a-new-category-of-products\/","title":{"rendered":"Creating and configuring a new category of products"},"content":{"rendered":"\n<p>A <strong>category<\/strong> is a group of products that share common attributes. For example, the <strong>\u201cESTEL\u201d<\/strong> category includes all ESTEL brand products; the <strong>\u201cShampoos\u201d<\/strong> category includes shampoos from different manufacturers, etc.<\/p>\n\n\n\n<p>By default, Altegio has a category called <strong>Main products<\/strong>. After you create your own category, you will be able to delete it. Categories can be added, configured, and deleted.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">New category<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong> Products<\/strong> > <strong>All products.<\/strong><\/li>\n\n\n\n<li>Click <strong>Add category<\/strong>.<\/li>\n\n\n\n<li>In the window that opens, enter the <strong>Name<\/strong>, select the <strong>Parent category<\/strong> (the folder where this category will be placed), <strong>SKU<\/strong>, and <strong>Comment<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e046718bffa&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e046718bffa\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"586\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-1024x586.png\" alt=\"\" class=\"wp-image-222001\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-1024x586.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-300x172.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-768x440.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-1536x880.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-2048x1173.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-360x206.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.41.27-1568x898.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e046718cef7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e046718cef7\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"360\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-1024x360.png\" alt=\"\" class=\"wp-image-222040\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-1024x360.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-300x105.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-768x270.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-1536x540.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-2048x720.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-360x127.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.42.46-1568x551.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Editing and archiving<\/h2>\n\n\n\n<p>You can edit information for any product category. Select the category, click the <strong>pencil<\/strong> icon next to its name, then in the window that opens edit the name, parent category, SKU, and comment, and click <strong>Save<\/strong>.<\/p>\n\n\n\n<p>You can also delete or archive a product category here. Archiving lets you store unused items instead of deleting them permanently, and later choose whether to delete them permanently or restore them if needed.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e046718d776&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e046718d776\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"325\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-1024x325.png\" alt=\"\" class=\"wp-image-222094\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-1024x325.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-300x95.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-768x244.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-1536x488.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-2048x650.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-360x114.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.45.11-1568x498.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><br><br>You can archive only products created in the location.<\/p>\n\n\n\n<p>You can\u2019t archive the only category.<\/p>\n\n\n\n<p>You can\u2019t archive a category if it contains a product or another category.<\/p>\n\n\n\n<p>You can\u2019t archive products linked to bills of materials.<\/p>\n\n\n\n<p>If a product is linked to payroll, it will disappear from payroll calculations.<\/p>\n\n\n\n<p>Deleted archived categories and products can be restored back to the archive (contact Altegio Support).<\/p>\n\n\n\n<p>You can\u2019t delete a category that contains products. Before deleting a category, remove all products from it.<\/p>\n<\/blockquote>\n\n\n\n<p>You can archive a product category only if all of the following conditions are met:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The team member has the <strong>Access to archiving and restoring products<\/strong> permission (configured in <strong>Team > > Team members list> Team member name > Access tab > Inventory section<\/strong>).<\/li>\n\n\n\n<li>The product category is not chain-wide and is not linked to another chain-wide category.<\/li>\n\n\n\n<li>The category is not deleted.<\/li>\n\n\n\n<li>The category is not archived.<\/li>\n\n\n\n<li>The category has no active subcategories or products (only archived and deleted ones are allowed).<\/li>\n\n\n\n<li>The category is not the only one.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e046718eada&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e046718eada\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"513\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-1024x513.png\" alt=\"\" class=\"wp-image-222226\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-1024x513.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-300x150.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-768x385.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-1536x769.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-2048x1026.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-360x180.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-18-at-16.51.24-1568x785.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>To unarchive or permanently delete a category, go to the <strong>Product archive<\/strong> tab. On the <strong>Product categories<\/strong> tab, restore categories one by one, or select multiple categories (check the boxes) and click <strong>Restore selected<\/strong> or <strong>Delete<\/strong>. To return to the product list, click <strong>Back to products<\/strong>.<\/p>\n\n\n\n<p>You can unarchive a product category only if all of the following conditions are met:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The team member has the <strong>Access to archiving and restoring products<\/strong> permission (configured in <strong>Team > Team members list > Team member name > Access tab > Inventory section<\/strong>).<\/li>\n\n\n\n<li>The product category is not chain-wide and is not linked to another chain-wide category.<\/li>\n\n\n\n<li>The category is not deleted.<\/li>\n\n\n\n<li>The category is archived.<\/li>\n\n\n\n<li>The category is not inside a deleted product category.<\/li>\n\n\n\n<li>The category is not inside an archived product category.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Categories at all levels are sorted by creation time: the first created category is shown at the top, then the second, and so on.<\/p>\n\n\n\n<p>Any product category can be deleted (including <strong>Main products<\/strong>, which is created by default). However, Altegio does not allow deleting <strong>all<\/strong> product categories \u2014 at least one category must always remain.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>A category is a group of products that share common attributes. For example, the \u201cESTEL\u201d category includes all ESTEL brand products; the \u201cShampoos\u201d category includes shampoos from different manufacturers, etc. By default, Altegio has a category called Main products. After you create your own category, you will be able to delete it. Categories can be&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4850479721373-creating-and-configuring-a-new-category-of-products\/\">Continue reading <span class=\"screen-reader-text\">Creating and configuring a new category of products<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[50],"doc_tag":[1594,2101,1534,2029,1924,1579],"class_list":["post-1328","docs","type-docs","status-publish","hentry","doc_category-working-with-products","doc_tag-bills-of-materials-en","doc_tag-excel-actions-en","doc_tag-gift-card-en","doc_tag-inventory-en","doc_tag-payroll-en","doc_tag-products-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":520,"total_views":"205","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Working with products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/working-with-products\/"}],"doc_tag_info":[{"term_name":"Bills of Materials","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/bills-of-materials-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Gift Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/gift-card-en\/"},{"term_name":"Inventory","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/inventory-en\/"},{"term_name":"Payroll","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/payroll-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1328"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1328\/revisions"}],"predecessor-version":[{"id":305659,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1328\/revisions\/305659"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1328"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1328"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}