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How do I categorize products?

How do I categorize products?

Posted by Support Team on February 3, 2021 — Updated on May 1, 2025

This guidde will walk you through on how to categorize products.

1. Click “Account”

Click the Account tab to reveal the additional options beneath it.

Click 'Account'

2. Click “Tags”

Click on the Tags tab.

Click 'Tags'

3. Select Products

Select ā€œProductsā€ from the drop-down list.

Select Products

4. Click “Create New Tag”

Click on the ā€œCreate New Tagā€ link.

Click 'Create New Tag'

5. Enter tag or category name

Enter the product tag name.

Enter tag or category name

6. Click “Create Tag”

Finalize and create the new tag.

Click 'Create Tag'

7. Click “Products”

After Creating a Product Tag, click on the ā€œProductsā€ tab on the left sidebar.

Click 'Products'

8. Select Products

Select the products you want to categorize by clicking the checkbox to the left of each product.

Select Products

9. Click “Tags”

After you select a product that you want to categorize, click on the tags link.

Click 'Tags'

10. Select a Tag

Check the box next to the tags you want to use

Select a Tag

11. Click Update Tags

Click on the ā€œUpdate Tagsā€ button.

Click Update Tags

12. Click here

Return to the previous screen.

Click here

13. Search Products by Tags

Now you can search your products by tags.

Search Products by Tags

14. Tags Categorize

Your products will also be organized by tags when charging a product to a client.

Tags Categorize

This guide covered the process of categorizing products.

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