How do I categorize products?

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

1. Click the arrow menu

Click the arrow menu next to the Account tab to reveal additional tabs.

2. Click “Tags”

Scroll down and click on the “Tags” tab.

3. Click “Products”

Click on the “Products” tab

4. Click “Create New Tag”

Initiate the creation of a new tag by selecting “Create New Tag.

5. Create Tag

Enter the product tag name, then click the “Create Tag” button to add a new tag.

6. Click “Products”

After Creating a Product Tag, click on the “Products” tab on the left sidebar.

7. Select Products

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

8. Click the three-dot menu

After selecting a products, Click the three-dot menu.

9. Click “Update Tags”

Select ‘Update Tags’ once more to finalize any remaining changes.

10. Select a Tag

Select the checkboxes for the tags you want to use, then click the “Save Changes” button to apply your updates.

11. Search Products by Tags

Now you can search your products by tags.

12. Tags Categorize

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

This guide covered the process of categorizing products.