Adding a Product Category
Create a new product category with a name, base price, and optional custom fields.
Product categories must be created before products can be added, since every product requires a category. Creating a category also lets you define custom fields that appear on products within that category.
Who can add categories
The Add button is visible to users with the add product categories permission.
Opening the create form
- Go to Categories in the sidebar.
- Click the Add button in the top-right command bar.
This navigates to the New Product Category page (a dedicated form, not a modal).
Details tab
The Details tab contains the core category information.
| Field | Required | Description |
|---|---|---|
| Name | Yes | The category name. Must be unique within your organization. This is what appears in the Model / Category dropdown on the product form. |
| Base Price | Yes | The default List Price for all products in this category. Enter as a currency value. |
| Description | No | An optional free-text description of the category. |
Category names must be unique — if you enter a name already used by another category in your organization, the save will fail with a validation error.
Custom Fields tab
The Custom Fields tab is available to users with the custom fields permission. It contains a form builder where you can define additional fields that appear on the product form when this category is selected.
Use custom fields to capture category-specific product data — for example, additional pricing tiers, specification attributes, or other details relevant only to products in this category.
See Request Custom Fields for guidance on using the form builder.
Saving the category
You have two save options in the command bar:
- Save — saves the category and returns you to the category list
- Save and continue editing... — saves the category and stays on the edit page, useful when you want to configure custom fields immediately after creating the category
Related: Product Categories Overview | Editing a Product Category | Adding a Product