Categories

Categories are a product attribute that provide a flexible way of organizing products in Brightpearl for the purposes of internal product management and reporting.

Every product or service must be assigned to at least one category.

Adding categories

Categories can be added manually, or top-level categories can be automatically created when importing products.

View, add or amend categories at Products > Categories .

 There is no limit to the nesting depth of categories.

To create categories via import, make sure to select the 'Create missing categories' option on the import options screen:

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Read more about importing products.

Note: Only categories in the "Category" field can be imported. The "Reporting category" field must always contain categories which already exist.

Assigning products to categories

You can assign categories to a product in several ways:

  • On the product edit screen
  • When importing products using a spreadsheet (as above)
  • Using the batch action "Move/copy to category" on the product list
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    Copying a product to a category simply assigns the category against the product, retaining any existing categories. Moving a product to a category removes all existing categories assigned to the product, leaving only the category being assigned.

Products can be assigned to multiple categories, but bear in mind that if you report sales by category, items could appear in multiple reports.

For this reason, Brightpearl has "Reporting category" and "Reporting subcategory" fields. Reporting categories or subcategories can be assigned to products manually, by editing the field on a product record, or through a product import.

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Deleting categories

Categories can only be deleted if no products are assigned to the category.

To delete a category, go to Settings > Products/Inventory > Categories. Click on the category you wish to delete, and click the "Delete" option.

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Reporting on categories

"Category" is available as a filter on any report containing product filters, such as Sales detail and Sales by channel.

When running a "Sales by reporting category" report (under Reports > Sales by reporting category), the "Reporting category" field is used instead of the "Category" field to ensure that products are not repeated. This report follows the same format as other sales analysis reports.

Read more about sales analysis reports.

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