Skip to main content

Managing Categories

What this does: Create and manage hierarchical categories to organize products in a structured way.

Written by Daniel Phung
Updated this week

Last verified: 2026-02-17

Overview

Categories provide a hierarchical structure for organizing your products, similar to folders on a computer. Unlike tags (which are flat labels), categories can have parent-child relationships, allowing you to create detailed product taxonomies like "Electronics > Computers > Laptops".

Categories help you and your buyers navigate large catalogs by grouping related products in a logical structure. They're particularly useful when you have hundreds or thousands of products that need consistent organization.

What happens in the system

  • Categories form a tree structure - Each category can have subcategories (children) nested within it

  • Products show their full category path - A laptop might show as "Electronics > Computers > Laptops"

  • Product counts appear next to categories - Numbers in parentheses show how many products are in each category

  • Categories can be expanded and collapsed - Click the arrow icon to show or hide subcategories

  • Editing a category updates all products - Renaming or restructuring categories updates products automatically

  • Deleting a category removes it from products - Products lose that category assignment but are not deleted

What does NOT happen

  • Categories do NOT affect pricing or inventory - They are organizational only

  • Deleting a category does NOT delete products - Products remain but lose that category

  • Categories are NOT tags - Each product typically has one category path, but can have multiple tags

  • Subcategories do NOT inherit products - If a product is in "Laptops", it's not automatically in "Computers"

Prerequisites

  • An active StockApp account with access to Settings

  • Permission to manage categories (typically Super Admin or Manager role)

Accessing Categories Settings

  1. Click the Settings icon (gear) in the left sidebar

  2. Under Features, click Categories

  3. Click the Categories tab (not "Title generation")

Creating a Top-Level Category

Top-level categories are the root of your taxonomy (e.g., "Electronics", "Furniture", "Apparel").

  1. In the text field at the top, enter the category name

  2. Click the Add Category button

  3. The category appears in the list

Creating a Subcategory

Subcategories nest under existing categories to create hierarchies (e.g., "Laptops" under "Computers").

  1. Find the parent category in the list

  2. Click the plus icon (+) in the Actions column

  3. Enter the subcategory name in the field that appears

  4. Click Add to create the subcategory

Example hierarchy:

Electronics   ├─ Computers   │   ├─ Laptops   │   ├─ Desktops   │   └─ Tablets   └─ Audio       ├─ Headphones       └─ Speakers

Tip: Plan your category structure before creating it. Start with broad top-level categories and add subcategories as your catalog grows.

Expanding and Collapsing Categories

Categories with subcategories show an arrow icon:

  • Collapsed (right arrow ▸) - Subcategories are hidden

  • Expanded (down arrow ▾) - Subcategories are visible

Click the arrow icon to toggle between expanded and collapsed.

Editing a Category Name

  1. Find the category in the list

  2. Click the pencil icon in the Actions column

  3. Edit the name in the text field

  4. Click the checkmark icon to save, or X icon to cancel

Note: Renaming a category updates it across all products. If you rename "Laptops" to "Portable Computers", all products show the new name.

Deleting a Category

Simple Delete (No Subcategories)

  1. Click the trash icon next to the category

  2. Confirm the deletion

  3. The category is removed from all products

Delete with Subcategories

When you delete a category that has subcategories:

  1. A warning dialog appears showing affected subcategories

  2. Subcategories are promoted up one level - They become children of the deleted category's parent

  3. Products in the deleted category lose that category assignment

  4. Products in subcategories remain in those subcategories

Example:

Before: Electronics > Computers > Laptops  After deleting "Computers": Electronics > Laptops

Warning: Deleting categories cannot be undone. Products that were in the deleted category will need to be recategorized manually.

Understanding Product Counts

Numbers in parentheses show how many products are directly in that category:

  • things that are not laptops (5) - 5 products are in this category

  • laptops and shit (3) - 3 products are in this category

Important: Product counts show only products directly in that category, not in subcategories.

Viewing Products by Category

The product count is informational only in Settings. To see products in a category:

  1. Go to your Products page

  2. Use the category filter on the left sidebar

  3. Select the category to see all products in it

Categories vs. Tags: When to Use Which

Use Categories When

Use Tags When

You need hierarchical organization

You need flexible, overlapping labels

Products fit into one clear category

Products belong to multiple groups

You want permanent, structured taxonomy

You need temporary or seasonal groupings

Buyers navigate by drilling down

You want to highlight special collections

Example:

  • Category: Electronics > Computers > Laptops

  • Tags: "New Arrivals", "Black Friday Sale", "Vendor A"

A laptop can be in ONE category path but have MULTIPLE tags.

Best Practices

Planning Your Category Structure

  1. Start simple - Begin with 3-5 top-level categories

  2. Think like your buyers - Use categories they'd naturally look for

  3. Limit depth - Avoid going deeper than 3-4 levels (e.g., Top > Level2 > Level3 > Level4)

  4. Be consistent - Use similar naming patterns across categories

Naming Conventions

  • Use clear, descriptive names - "Portable Computers" vs "Computers, Portable"

  • Avoid abbreviations - "Electronics" not "Elec"

  • Be specific at lower levels - "Laptops" is clearer than "Portable Devices"

  • Use singular or plural consistently - Pick one style and stick with it

Maintenance

  • Review quarterly - Remove unused categories, consolidate duplicates

  • Update as catalog grows - Add subcategories when a category gets too large

  • Document your structure - Keep a reference of your category hierarchy

Common Issues

Issue: Product count is zero but I know products are in that category

Symptom: Category shows (0) but you're sure products belong there.

Solution:

  1. Go to Products page and filter by that category

  2. Check if products are in a subcategory instead

  3. Product counts only show direct assignments, not subcategories

Issue: Can't delete a category

Symptom: Delete button doesn't work or shows an error.

Solution:

  1. Check if products are assigned to that category

  2. Some systems prevent deleting categories with products

  3. Remove products from the category first, then delete

Issue: Category structure is too complex

Symptom: Too many nested levels make navigation difficult.

Solution:

  1. Flatten the structure - move subcategories up a level

  2. Consolidate similar categories

  3. Use tags for additional organization instead of deep nesting

Did this answer your question?