Categories are not decoration. They are what a stock count scopes to, what a report groups by, and what a cashier browses when a customer cannot name what they want. A catalog where everything is uncategorized makes all three harder than they need to be.
- 1
Open the organizer
Go to Inventory → Organize. The Categories view shows your whole tree, with a progress figure for how much of the catalog is filed.
- 2
Create the main categories first
Start with the handful of groups you would say out loud — Screens, Batteries, Accessories, Cases. Keep it short. A tree with forty main categories is a list, and a list is what you already had.
- 3
Add subcategories underneath
Use Add subcategory on a main category for the level that actually helps: Screens → iPhone, Samsung. Two levels is usually enough. A main category that already has subcategories cannot itself become a subcategory, which is Lunix stopping you from building a tree nobody can navigate.
- 4
Rename or move as the shop changes
Rename or move lets you rename a category or file it under a different main one. Clear the parent to promote a subcategory back to the top.
- 5
Work the suggestions
The Suggestions panel tells you how many products have no category and groups them for you — the headline reads something like "120 products with no category, in 8 groups". Approve a whole group with one tap, or open Review to untick the ones that do not belong.
- 6
Understand where the suggestions come from
They come from your own catalog, not from a guess about the industry: a new "Tempered glass" product is proposed for the category your existing tempered glass already sits in. Each group carries a confidence figure, and a low-confidence group is flagged for you to look at rather than approved quietly.
- 7
Delete carefully
Deleting a category does not delete products — they become uncategorized. Deleting one that has subcategories takes them with it, and Lunix says how many before you confirm.
Pro tip
- Do the suggestions before a stock count. Counting "a category" is only useful once the shelf you have in mind is actually a category in Lunix.
- Name categories the way your staff talk, not the way a supplier's catalog does. The person using this is looking for a screen, not for an "LCD assembly module".
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